Justin Merlo

Rally - Making financial advisors accessible to everyone

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Most financial advisors are tough to find and most require a big upfront investment to get their guidance. Rally is the first flat fee financial advisor marketplace making it easy to find advisors who charge a set price, not based on your net worth or assets

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Justin Merlo
Most financial advisors require a minimum of $100k up front to begin working with them which is out of reach for nearly 80% of american households. So for most people their options are a non-fiduciary advisor who works on commission (and will attempt to sell you financial products), or finding a flat fee advisors who is fiduciary and doesn't charge based on assets. Most flat fee advisors are one man operations having to deal with all the technology and marketing challenges of running a business. Rally empowers solo advisors with everything they need to operate online and helps them compete against large institutions. Rally will make it easy to find a flat fee advisor and allow solo advisors to focus on what they do best, providing comprehensive and holistic financial advice