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It looks like we might be a good fit! Scroll for full details and schedule a time to talk with Adam if any interest!

Differentiators:

  • 2 service options (Hourly or AUM), with each being further customizable to the specific client situation, results in fewer conflicts of interest AND the ability to be fair & profitable regardless of a clients age, gender, or socio economic factor.
  • Independent classification with collaboration, support, & resiliency of a team atmosphere.
  • Transparency to both clients & advisors = lower chance of advisor burnout & failure.

Operational:

  • Charles Schwab for custodian of AUM clients (accounts contain ETF’s/Funds, Equities, Fixed Income).
  • MoneyGuide for financial planning scenarios
  • Stripe invoicing for hourly clients
  • Gusto for 1099 payroll
  • Google Workspace for retention, tasks, & remaining tech

Requirements:

  • Located & authorized in the USA
  • Series 65 or exemption (i.e. CFP; Series 7&66)
  • Deep understanding of the industry
  • Strong financial literacy
  • Ability to think long-term
  • Willingness to adapt to regulations
  • Clean U4/Background

Compensation:

  • 80% production grid via 1099 Contract (we also share expenses which come out of your 80% share after 12 months of runway).
  • Ownership of your practice allowing you to leave at anytime.
  • Flexible Outside Business Activities (OBA).