Offer Fee-Based Advice at the Worksite: Wealthramp

The mechanics: Wealthramp describes itself in regulatory filings as a firm that earns referral fees by generating leads for financial planners, not as a firm that provides investment advice or manages investment assets itself.

The advisors can help clients with tasks such as divorce financial planning, education planning and special needs planning, as well as with retirement asset rollovers and retirement income planning.

Credit: Adobe Stock