Build the Practice You've Always Wanted
Join a community of advisors who focus purely on giving great advice. Keep more of what you earn while serving clients the way they deserve.
The Freedom to Serve Clients Better
When you remove asset management and product sales from your practice, something amazing happens. Your advice becomes crystal clear. Your conversations get deeper. Your relationships grow stronger.
You can work with any client who values advice, regardless of their asset level. You're free to help young professionals, business owners, corporate executives - anyone who needs expert guidance.
Best of all, you keep more of what you earn. No splitting fees with a broker-dealer. No paying for expensive tech you don't need. Just you, focusing on what you do best and the reasons you became a financial planner in the first place.
Member Benefits
Benefit
Simple, Fair Pricing
Our pricing structure mirrors yours, and reflects our values. Our advisor members pay a flat annual rate of $18k to be on the platform because we believe in keeping things simple and transparent. No revenue sharing, no hidden fees.
This covers all our current benefits and gives you access to new features as we add them. You're free to cancel anytime - we believe in earning your business every month.