Reviews for Jeremy Chambers, CFP®

10 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 16, 2025
I worked for Morgan Stanley as a stock broker and have owned a large tax firm for over 20 yrs. Jeremy however was able to add tremendous value to my current financial plan. IE: Social Security timing, portfolio allocation, allocation location, investment suggestions, withdrawal rate throughout retirement, and has help me put a second set of eyes on my financial plan. Most importantly he has helped me have a much greater peace about my upcoming retirement. It is of great value that my wife has an advocate to turn to should something happen to me. Jeremy is the best Certified Financial Planner I have ever worked with. Thank you, Jeremy
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dra Wengren
Dra Wengren

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 5, 2025
I am not an easy guy to please. I expect the professional advisors I work with, to have the knowledge and experience to have most answers for "common" questions (or not so common) from well versed clients, at their finger tips, along with suggestions for improvements and an implementation method for those improvements. I currently have a long time investment advisor, that I now recognize will not be in my best interest during retirement, and I spent a dozen hours with a another Financial Planner, prior to Jeremy, looking for a long term solution. Neither my current advisor or the Financial Planner I started with, provided any kind of "action Plan" for the future. It was like they felt that because my probability of success was good, I would be okay with just the hundred page summary from their planning software. Jeremy brought it all together at a fraction of the price I paid the other two. How refreshing that is. I am not easily impressed, but Jeremy impressed me greatly. Words I seldom get to say out loud. Well Done Jeremy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Randy Lucyk
Randy Lucyk

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 23, 2025
I had an excellent experience working Jeremyto plan my retirement. He was knowledgeable, thorough, and truly took the time to understand my goals and financial situation. What impressed me most was his ability to provide top-notch advice and guidance at a very reasonable cost—I felt I got incredible value for my money. He made the process easy to understand and gave me confidence in my financial future. I highly recommend him to anyone looking for trustworthy and affordable financial advice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendy Kelly-Friedman
Wendy Kelly-Friedman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 1, 2025
I highly recommend Jeremy Chambers, CFP and his business "The Hourly Advisor." He is one of the rare advisors, who offers hourly, fee-only service, the best way to get financial advice. Jeremy is smart, knowledgeable and compassionate. Check him out!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sara Damewood
Sara Damewood

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
A Great Experience with Jeremy – Highly Recommend! I had grown tired of paying someone to manage my money and wanted to take control of my finances, but I wasn’t sure where to begin. Jeremy was a huge help in this process. He took the time to thoroughly review all of my accounts, goals, and financial situation, and then worked with me to build a comprehensive plan that aligns with my long-term objectives, especially my retirement. What really stood out to me was Jeremy's dedication during our sessions. He went above and beyond to make sure I fully understood the plan and was comfortable with each step. He patiently answered all of my questions, ensuring I had clarity on every aspect of the strategy. I’m confident that Jeremy will be my financial advisor for the long term. I’m incredibly thankful for everything he’s done so far, and I’m looking forward to our future sessions as I continue on my financial journey.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jesse Runowski
Jesse Runowski

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 20, 2024
I wanted a review of a (far more expensive) financial plan that I'd had done elsewhere, and Jeremy went above and beyond to give me information tailored to my quirky needs. I'm delighted to have found him and have no hesitation in recommending him to others.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alicia Ramos
Alicia Ramos

Finally, an advisor working for me, not for the corporate bottom line!

✅ Wealthtender Certified Advisor Review™
Dec 17, 2024
Jeremy was a pleasure to work with. After decades of being a DIY investor, I needed assistance in preparing for retirement. Most of the other advisors I contacted wanted to manage my assets, which was unappealing since I had handled my investments on my own for so long. While researching hourly advisors, I discovered Jeremy. He is an honest, intelligent, and highly helpful financial planner. Thanks to his guidance, I am now on track for retirement without having to pay a management fee. I wholeheartedly recommend him—just do it, and you will be very happy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kathleen L.
Kathleen L.

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 27, 2024
Working with Jeremy has been an absolute game changer! I always felt overwhelmed by financial matters, but he has made dealing with numbers easy and stress-free. Jeremy is not only extremely knowledgeable but also patient in explaining everything clearly, making sure I understand each step of the process. Jeremy has consistently provided insightful advice and helped me make confident, informed decisions about my financial future. Beyond expertise, he is approachable, reliable, and truly great to work with. I recommend The Hourly Advisor highly enough for anyone looking to take control of their finances with a trusted professional by their side!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nidhee Bhatt
Nidhee Bhatt

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
I was thoroughly impressed with the service I've received from The Hourly Advisor! They took a holistic look into my finances and provided me with a detailed plan to help me achieve all of my financial goals and prepare for the future. Unlike other financial planners that take a commission of my earnings, The Hourly Advisor incorporates a flat fee structure which I really appreciate. 10/10 would recommend!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jordan Caldwell
Jordan Caldwell

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 20, 2024
Amazing Financial Advisor! I recently switched to Jeremy from another advisor, and I couldn’t be happier with my decision. Not only does he provide better advice, but his services cost a fraction of the price. He’s incredibly fair! He takes a quiet and thoughtful approach to responding, the advice he offers is always on point. It is evident that Jeremy truly wants to help his clients on their financial journey. Because of this, I have shared information about his services with my friends and family. Jeremy’s professionalism and expertise have made a huge difference in my financial planning. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Justin Mays
Justin Mays