We’ll track down your investing contacts so you can stick to what you’re good at.
A potential client learns about investing with a SmartVestor Pro (this could be you!) through one of Ramsey’s shows, books, social media accounts or a quick Google search.
They make the first move by filling out a form to connect with investment professionals in their area (by zip code).
They get the contact info of 3–5 SmartVestor Pros (plus, some might choose to send the pro their info).
SmartVestor Pros connect with the potential client and show them how they can achieve their financial goals!
Who Uses SmartVestor?
We chatted with the people who come to Ramsey looking for an investment professional and . . .
*Survey conducted in 2021 by Ramsey Solutions SmartVestor Team
America’s Trusted Voice on Money and Life
Millions turn to Ramsey’s world-class lineup of authors, speakers and radio hosts for their big-time money decisions. And when they need investing help, we connect them with SmartVestor Pros.
As of 2021, Ramsey had:
- 23 million weekly listeners of radio shows, podcasts and videos
- 19 national bestselling books published
- 1 billion podcast downloads
How much does it cost to become a SmartVestor Pro?
Short answer—it’s a fee that depends on the area you serve plus a fixed monthly fee. Once you apply, we’ll talk out specifics and nail down the total from there.
What happens after I apply?
Our team will look over your info to verify you have at least two years of experience as a registered investing professional and see if there’s an opportunity in your area. Once we check those boxes, be on the lookout for a call or email from us!
What info does Ramsey give their fans about investing?
As a general guideline, we suggest people start investing once they're debt-free (other than a mortgage) with a 3–6 month emergency fund. Ramsey fans should discuss their own financial circumstances and investment objectives with the SmartVestor Pro they select.
Apply to Join SmartVestor
SmartVestor™ is an advertising service for investing professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investing professionals (“SmartVestor Pro(s)”) that are in your geographic area. It is up to you to interview the SmartVestor Pros and decide whether you want to hire them. If you decide to hire a SmartVestor Pro, you will enter into an agreement directly with that SmartVestor Pro to provide you with investment advisory services. The SmartVestor Pros sign a Code of Conduct under which they agree to certain general investment principles, such as eliminating debt and investing for the longer-term, that are consistent with Dave’s philosophy, but Ramsey Solutions does not monitor or control the investment advisory services the SmartVestor Pros provide.
The SmartVestor Pros have entered into an arrangement with Ramsey Solutions under which they pay Ramsey Solutions a flat monthly fee to advertise their services in the SmartVestor program and receive contact information for prospective investment advisory clients. The fees paid by the SmartVestor Pros to Ramsey Solutions are paid irrespective of whether you become a client of a SmartVestor Pro that advertises through the SmartVestor program and are not passed along to you. However, the presence of these arrangements may affect a SmartVestor Pro’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Ramsey Solutions through the SmartVestor program. Please ask your SmartVestor Pro for more information about their fees.
Ramsey Solutions is not affiliated with any SmartVestor Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a SmartVestor Pro or to act for or bind a SmartVestor Pro. No investment advisory agreement with a SmartVestor Pro will become effective until accepted by such SmartVestor Pro.
Neither Ramsey Solutions nor its affiliates are engaged in providing investment advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts or portfolios. Ramsey Solutions does not warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of the SmartVestor program, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.