You do the work. Keep more of what you earn.
Bring your clients to a platform where you keep 82.5% to 97.5% of the advisory fees you generate. You run your own practice as an independent contractor. We handle the compliance and administration.
Apply nowSee the full payout gridSee exactly what you would keep
The whole payout grid is public, and the calculator shows its math: your payout, your effective rate, what the firm retains, and what your next dollar pays. No sign-up, no sales call.
Your practice, our infrastructure
Going independent usually means taking on licensing, compliance, and operations yourself. Here, that is our job.
Keep more of what you earn
A progressive payout grid that starts at 82.5% and climbs to 97.5% as your fees grow. No platform fees and no minimums.
Your clients, your practice
Build the practice you want on your own schedule. You set the relationships, the pace, and the focus.
Compliance handled
We take on the regulatory work, supervision, filings, and archiving so your time goes to clients.
Administration handled
Billing, custodian setup, and back-office operations run through the firm, not your evenings.
A team of your own
Hire and manage your own staff as your practice grows, and give them access to the tools they need.
Licenses and approved expenses covered
The firm pays for licenses and approved business expenses, reimbursed through a simple request in your portal.
Two ways to join
The support and the payout grid are the same in both. The difference is where you are starting from.
Bring your book and keep more of it
Moving clients from another firm? You get account transfer assistance, tech stack integration, and added support through the transition.
Launch a practice of your own
You do not need your Series 65 to apply. We sponsor you through it and reimburse the first attempt once you pass.
A modern stack, already in place
You start with the same tools the firm runs on every day.
- Charles Schwab
- RightCapital
- Less Annoying CRM
- AdvicePay
- Zoom (Meetings + SMS)
- Microsoft 365
- Calendly
- Presults compliance archiving
- RIA Registrar compliance
- Kaplan continuing education
- DocuSign
Who thrives here
Advisors who are motivated to do inspirational things, who want to unlock their full potential, and who expect to be paid fairly for the value they create.
Ready to build your practice?
Applications are always open. There is no cap on how many advisors we bring on, and no minimum book size.
Apply now