Who we help
Built for advisors who own their book, or want to
Independent to independent
“We really loved our old firm. Then the acquisition happened.”
What usually goes wrong
Advisors take the first retention offer or the first recruiter call, and end up on a platform that was never the right fit.
What we do
Compare net payout after ticket charges, platform fees, and technology costs, not the grid number. Then name the one firm that fits.
11%
average asset loss on independent-to-independent moves, the lowest of any move
Cerulli, 2025
Edward Jones and employee channel
“I want to own the book and run the practice under my own name.”
What usually goes wrong
Edward Jones is not a Protocol firm, and a clumsy exit invites a restraining order.
What we do
Recommend firms with real experience onboarding non-Protocol movers, and point you to employment counsel before you resign.
1,458
advisors left Edward Jones in 2025, up 35% on the year before
InvestmentNews
Bank and insurance channel
“The clients are mine. The economics are not.”
What usually goes wrong
Advisors assume they cannot take the practice with them and never check.
What we do
A candid read on what moves and what does not, and a recommendation built around it.
22%
average asset loss on a bank or insurance channel move without transition support
Cerulli, 2025
RIA, hybrid, and succession
“I do not know whether I want an RIA, a hybrid, or an OSJ, and every firm says theirs is the answer.”
What usually goes wrong
The three paths get compared on payout alone.
What we do
Map the three paths with real economics before you pick a lane. Also for advisors buying a book, selling one, or planning a sunset.
41%
of advisor-managed assets are held by advisors who plan to retire within ten years
Cerulli via InvestmentNews
Start here
If you have been thinking about a move longer than you would admit, this is the call.
Thirty minutes. One recommendation. Nothing shared without your say.
Or call Chris Meinsen directly: 813-344-2880