Switching Financial Advisors

Overcome the Inertia

Switching financial advisors can feel awkward, but staying with a firm due to inertia can cost you significantly over time. Many people avoid making a change because of personal loyalty or the perceived hassle, which is often exactly what high-fee financial firms bank on. At One Day In July, we make the transition to a low-fee, fiduciary financial advisor as smooth and streamlined as possible, ensuring your long-term wealth and financial well-being are always the priority.

How to Switch Your Financial Advisor

Making the switch to One Day In July is intended to be a straightforward, streamlined process that requires minimal effort on your part. Once you decide to transition, our team handles the heavy lifting—from reviewing your current holdings to initiating the transfer of your assets directly. In most cases, you don’t even need to have an uncomfortable conversation with your former advisor; the accounts are moved securely from firm to firm behind the scenes. We guide you through the simple paperwork, ensuring your transition to a low-fee, fiduciary strategy is smooth, transparent, and low stress.