Advisor Fit Checklist

Advisor Fit Checklist for Millennial HENRYs

This Advisor Fit Checklist helps Millennial HENRYs (High Earners, Not Rich Yet) evaluate financial advisors who align with their life stage, values, and goals. It covers key criteria like fees, fiduciary duty, tax strategy, and communication style to ensure informed decision-making.

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Invest in the Next AI Unicorn

NOYACK is building AI agents for personal wealth management—NoyackAI (wealth mentor + dashboard) and ProphitAI (portfolio optimizer). Our Wefunder round is live; invest from $100.
  • Fast to $100M+ AUM
  • Valuation stepped from $5M → $50M
  • Reserved Nasdaq ticker “NYCK”
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Startup investing is risky; you could lose your entire investment. Review all terms and risks on Wefunder.