You Did Your Part. Did Your Advisor Do Theirs?
You've had a nagging feeling for a while but no concrete way to act on it. Your statements look fine on paper, your quarterly reviews feel productive, and yet something about the relationship has never quite added up. This audit gives you the specific criteria to evaluate what's actually happening inside your portfolio.
Considering A Switch
Already Decided
You've made up your mind but you want to be thorough before you make a move. The Advisor Performance Audit gives you 8 specific criteria to evaluate your current advisor objectively — so your next decision is based on evidence, not frustration.
Rulicent works exclusively with Oklahomans who have $500,000 or more in investable assets. We are fee-only and fiduciary — which means we are legally obligated to act in your interest, not ours. No commissions. No products. No conflict of interest.
Most investors with $500,000 or more assume their advisor is actively managing their money — watching the markets, adjusting allocations, and making deliberate decisions on their behalf. The reality is that a significant portion of advisors are functioning as asset gatherers who placed you in a model portfolio and moved on. Nobody ever handed you a framework to find out which one you have. Until now.
Take the Free 3-Minute Audit→
Your Advisor Performance Audit: • Whether your advisor is actively managing your portfolio or simply holding it • How to identify a fee-only fiduciary versus a commission-based salesperson • The 3 questions that reveal if your advisor has a conflict of interest • How to tell if your current allocation is actually built for your retirement timeline.
FAQs
The Advisor Performance Audit gives you 8 diagnostic questions to evaluate whether your advisor is actively managing your portfolio — or simply holding it and collecting a fee. Each question includes a scoring guide so you know exactly what the answer reveals.
It's a free checklist built for investors with $500,000 or more who want an honest framework for evaluating their current advisor. It covers conflicts of interest, fee structures, investment strategy, and whether your advisor is actually doing the job you're paying for.
Oklahomans with $500,000 or more in investable assets who are approaching or already in retirement — and who have never had a clear way to evaluate whether their advisor is working in their interest.
We are fee-only and fiduciary, which means we are legally prohibited from earning commissions. Our investment process is rules-based and transparent. We work exclusively with Oklahomans approaching or in retirement. We don't earn commissions and we don't sell products. These resources exist because most retirement plans have gaps that don't show up until it's too late to fix them.
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•Fee-Only • Fiduciary • Oklahoma
405-400-1751