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For Independence Seekers

Plan Your Path to Independence

Complete independence planning with revenue estimation, model comparison, and vetted service providers. Enhanced privacy protection ensures your current firm never knows you're exploring.

100% Confidential
Personal Email Only
Firm Exclusion Protection

Complete Independence Support

Everything you need to confidently plan and execute your independence

Data-driven projections

Revenue Estimation & Planning

Accurate financial projections and break-even analysis for your independent practice

100% confidential

Complete Privacy Protection

Enhanced confidentiality with firm exclusion preferences and personal email-only communication

Curated technology options

Technology Stack Guidance

Curated recommendations for portfolio management, CRM, and compliance systems

Vetted service providers

Service Provider Network

Vetted legal, compliance, and operational service providers for independence

Independence Model Comparison

Understand the pros, cons, and requirements of each independence path

Full RIA Independence

Complete independence with full control and regulatory responsibility

Best For:

Experienced advisors with $50M+ AUM ready for full entrepreneurship

Setup Time:

6-12 months setup

Investment:

$50K-$150K initial

Hybrid Broker-Dealer

Balanced independence with shared compliance support and infrastructure

Best For:

Advisors seeking independence with support structure and reduced risk

Setup Time:

3-6 months setup

Investment:

$15K-$50K initial

Turnkey Platform Solution

Structured independence with comprehensive business support and shared services

Best For:

Advisors wanting independence without operational complexity

Setup Time:

1-3 months setup

Investment:

$5K-$25K initial

Join Existing RIA

Employee or partner track with established RIA for reduced risk independence

Best For:

Advisors seeking independence with reduced risk and immediate infrastructure

Setup Time:

1-6 months to join

Investment:

$0-$25K initial

Comprehensive Financial Planning

Step-by-step financial analysis and planning for your independence

Enhanced Privacy Protection

Complete confidentiality throughout your independence planning process

Personal Email Only

All communications use your personal email to avoid firm monitoring

Firm Exclusion Lists

Specify firms that should never see your information or activity

Anonymous Browsing

Explore opportunities and resources without revealing your identity

Secure Document Sharing

Time-limited, password-protected document sharing for sensitive materials

Your Current Firm Will Never Know

All communications use your personal email, and you can specify exclusion lists to ensure your current firm never sees your exploration activity or information.

Independence Success Stories

Real results from advisors who successfully made the transition

Sarah M.

Large Wirehouse → Full RIA Independence

$120M AUM

Launched independent RIA with 95% client retention
8 months planning to launch
"The revenue estimation was spot-on. I knew exactly what to expect and had confidence in my numbers."
Significant income improvement within 18 months
Strong client retention through transition
Complete technology modernization and efficiency gains
Model
Full RIA Independence
Timeline
8 months planning to launch

Michael D.

Regional Broker-Dealer → Hybrid Platform

$85M AUM

Seamless transition with enhanced service capabilities
4 months planning to launch
"The hybrid model gave me independence with support. Perfect balance for my situation."
Meaningful income growth with reduced operational burden
Excellent client retention with improved service delivery
Access to institutional-quality investment platforms
Model
Hybrid Platform
Timeline
4 months planning to launch

Ready to Explore Independence?

Start with a confidential revenue analysis—complete privacy guaranteed.

100% confidential • Personal email only • Firm exclusion protection