Adam Van Ness

I am a personal finance educator and financial literacy advocate who has worked on both sides of the investment advice business. I now work to make the financial advice world's hidden conflicts visible to the consumers they affect most. Closing the information asymmetry gap between Advisors and their clients is my mission. I created my own database that I can derive data from the entire SEC registered investment adviser universe (33,000+ firms) and their roughly 700k advisers. I have the same high level data that FINTRX (fintrx.com) provides behind a paywall available for media inquiries and can run custom queries against the data. I can speak ad nauseum to: conflicts of interest in financial advice; the difference between fee-only, fee-based, and commission-based advisers; what Form ...