We worked with Jeremy as a newly married couple expecting our first child. We wanted advice for how to manage our finances for personal goals, our child’s education, and retirement. Working with Jeremy made this a breeze. He took his time gaining a full picture of our financial situation and provided a comprehensive plan for how we can build the future we want. He outlined specific changes we could make and provides access to software that helps us stay on track. It was a pleasure working with Jeremy and we feel we received very clear and concise steps to take which will vastly improve our future financial situation compared to us maintaining the status quo. Highly recommend, thanks Jeremy!

I contacted Jeremy after extensive research to find a CFP who would consult, analyze and make relevant recommendations on an hourly basis for a major change in my investment strategy. Jeremy indeed did feel like more of a partner rather than some "expert". He was very helpful, friendly and knowledgeable and provided exactly the second opinion and advice I needed. Rather than feeling more anxious as often happens with most financial advisors, I left feeling that my goals were attainable and with less anxiety. I highly recommend Jeremy!!

Jeremy is a skilled professional in his field. He made my wife and me feel completely comfortable throughout the entire process. He has excellent listening skills and always took the time to fully understand our questions before offering guidance. His work is detailed and thoughtful, and he doesn’t consider the process complete until the plan aligns with your goals and you feel confident moving forward. Thanks to his approach, we now have clear, actionable steps and feel prepared to take on this next chapter in our retired life. We are truly in a better position because of his financial advice and comprehensive plan.

I recently worked with Jeremy for retirement planning and had an excellent experience. He was professional, personable, and very knowledgeable. He took the time to understand our needs and created a thorough, comprehensive retirement plan for my wife and me. I appreciated his expertise and the transparent hourly fee structure. Highly recommend!

Exactly what I have been searching for in my estate planning. Jeremy Chambers was both professional and patient in developing a full and informative action plan. Highly recommend.

I have enjoyed working with Jeremy. So far it has been great!

I haven't used these services directly, but I ended up talking to Jeremy about something unrelated and he still took the time to point me in the right direction. I have had contact with other firms and didn't receive as much as he offered, just in passing. So, while I can't speak directly to his services, I can confidently say that he seems genuinely interested in helping you, as an individual.

I recently had some major life events occur and needed some financial guidance. I had accounts in multiple places and really wanted a streamlined plan, as well as something that I didn’t have to monitor constantly. Jeremy was able to help me get all of my accounts in one place. We invested in some more aggressive funds than I was currently in, due to my age. I will be taking advantage of some options that I didn’t realize were possible before, and maximizing my returns on my investment accounts. I am so glad that I came across “The Hourly Advisor” when searching for a fee-only fiduciary online. I have had to reach out several times in between meetings with questions and Jeremy is always quick to respond. He has delivered top notch service. Whether just needing some advice on things or needing a full financial plan, I would recommend him to anyone. Thank you Jeremy, for setting me up for success!

We were looking for a financial advisor who is affordable and can provide us a comprehensive financial plan for our retirement goals that offers piece of mind. We were looking for unbiased advice from an advisor as and when we feel necessary. We were not interested in advisors who manage our assets and get compensated a percentage of the asset from us and from the Corporate Financial fund house(s) in the form of commissions. We are very glad that we found Jeremy Chambers from The Hourly Advisor. Jeremy is highly knowledgeable with an extensive related experience with large investment houses. He is a calm and patient listener. He is very quick with his email responses something that we value. His fee is very reasonable for the task at hand compared to others that we had shortlisted before. He reviewed our portfolio and came up with a clear Financial plan for our retirement in a timely manner. Based on the information we provided, he leveraged a financial planning software and came up with a customized financial plan to our specific situation with several scenarios for us to review before finalizing. The software is highly flexible and we could run through different scenarios and decide the scenario that best suits us. Jeremy was with us guiding and advising in all these iterations and the cool part was that he builds tasks (action items) for us to implement that aligns with the financial scenario that we finally selected. The icing on the cake is that we have full access to this software with all our information even after he delivered our comprehensive financial plan. We are very satisfied and happy to recommend him to others.

I just recently started working with Jeremy Chambers at The Hourly Advisor. I am so happy I found him. Jeremy is exactly who I needed to help manage my money as a DIY investor. He has years of experience working with big investment corporations and started his company in order to align better with clients goals and need and not just big corporations bottom line. He is extremely intelligent and personable. As a diy investor I still need help and expertise making thought out decisions that align with the goals of myself and family. He takes the time to get to know you as a person in order to help establish goals. If you are looking to avoid high fees associated with financial advisors and want to avoid the pressure of financial advisors who want to sell you their so-called products, I would highly recommend Jeremy Chambers at The Hourly Advisor.

Over the years, I’ve worked with several incredibly intelligent financial advisors, yet none provided the clear, comprehensive guidance and tailored planning I truly needed—until I met Jeremy. Unlike “assets under management” advisors who focused primarily on portfolio management, Jeremy took a refreshing approach, centering on what mattered most to me: what I can safely spend, what I need to save, and a planning strategy designed specifically for my unique circumstances. As I approach retirement, this level of personalized guidance is crucial. In hindsight, I wish I had received such support during my early earning years, but despite diligent efforts and carefully selecting advisors, it remained elusive. And it cost me MUCH more. I wanted answers to pivotal questions: How much can I spend today? How much do I need to invest? And most importantly, when can I confidently retire knowing my financial future is secure? I also sought clear advice on supporting my children, grandchildren, philanthropic goals, healthcare, insurance, and other essential future expenses—questions I’ve wrestled with since achieving a solid income. What truly sets Jeremy apart is his proactive and methodical approach. He seamlessly integrated my entire financial picture into a real-time software platform, enabling him to grasp the nuances of my situation even before our first meeting. His ability to identify critical details I hadn’t considered—and that I initially doubted he’d catch—was both impressive and reassuring. The software itself is a game-changer, letting me assess my portfolio in real time and explore various future scenarios—not just good market versus bad market, but more complex situations, like early dips in retirement followed by growth, or the reverse. It helps me prepare for anything, and the fact that I can use it independently is a huge plus. Additionally, Jeremy’s commitment extends far beyond our scheduled meetings. His readiness to assist—even during unconventional hours—underscores his dedication. Whether by email or phone, his thoughtful responses consistently demonstrate his expertise. As someone who subscribes to an index fund philosophy, I find Jeremy’s experience at Vanguard and Schwab invaluable. His insights informed my investment strategy and dispelled several preconceptions I held about diversification. His surprising yet sound advice has completely transformed my approach to diversification, making me feel more confident in my financial decisions. I was sure I was too aggressive in my investment mix but I am now convinced I am perfectly tuned, no matter what comes up in the markets...and am confident I will be able to adjust as needed. Now that my plans are set, I have a todo list. He checks in to make sure I am keeping up with the list and is available for advice if I need it. Another important point. Jeremy is not my peer (I am 62). He is in his 40s. You can find the perfect advisor...but if he isn't there for you during your retirement years (because he is retiring or losing his edge when you start to lose yours), it isn't so perfect anymore. I am thrilled that Jeremy will be with me for the long run. Jeremy’s expertise, combined with his calm and reassuring demeanor, has instilled a sense of confidence as I move forward with my financial plans. I couldn’t recommend him more highly. And frankly, his rates are so reasonable, you just can't go wrong giving him a chance!

We had a fantastic experience with Jeremy! With so much information on the internet about doing Roth conversions, we wanted to understand if that made sense for us, as well as any other retirement tax strategies we should consider. We did not want to give up control of our money and pay annual money management fees, so engaging The Hourly Advisor was a perfect fit. After understanding our current financial picture and short/long term retirement goals, he used the Smart Capital tool to give us a complete picture of scenarios we envisioned and their probably of financial success. He even reviewed our current investment portfolio and pointed out a number of optimizations we could make in both taxable and tax-deferred accounts. We loved that he also gave us access to the tool so we could make updates or adjustments and see how these would affect our plans. We look forward to working with Jeremy in the future as we need tune-ups or our life plans change. We strongly recommend The Hourly Advisor to anyone looking for quality affordable financial guidance!

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

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!

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!

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!

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.

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.

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!

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!

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!!

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!