Adviso Wealth	Traditional Investment Advisor	Do-It-Yourself	Commission-Based Broker
Financial Planning
Advice on integrating your business or equity compensation into your financial plan	X
Customized trading and tax plan for your stock options	X
Net worth projections to guide decision-making	X
A subscription to expert advice for any financial decision like buying a home	X	X
Outsourcing of time and stress required to make financial planning decisions	X	X		X
Investment Management
Fully diversified portfolio	X	X	X
Strategic tax loss harvesting and proper rebalancing techniques	X	X
Integration of outside accounts into investment strategy	X	X
Behavioral finance “coach” to prevent emotional decisions/mistakes	X	X
Outsourcing of time and stress required to manage portfolio	X	X		X