Fee Only Financial Planner - Orange County
Whether you're an advisor seeking:
- An affiliation with a CEG/DFA/SMART BETA firm to accelerate your growth or increase your quality of life
- An exit strategy
- Ownership of your book
- A way to transition inappropriate clients so you can create Newco
WorthPointe Wealth Management is your solution.
Here's how we can help:
- Lead Generation. Through WP's sophisticated marketing program, you will receive qualified leads on a regular basis.
- Collaboration. Gain the opportunity to share technical and marketing information with your colleagues.
- CEG wealth management process. WorthPointe is Newco in the parlance of CEG Worldwide. We have the documents, processes and firm culture to support those dedicated to this methodology.
- Smart Beta. WorthPointe has been working exclusively with DFA and other smart beta specialists for more than 15 years. You'll benefit from this strong institutional relationship, and be confident about your clients' investment strategies.
- Death and long-term disability plan. In the event of your death or inability to serve your clients due to a long-term disability, WorthPointe may purchase them from your family based on pre-arranged terms.
- Professional relationships. As a larger firm, WorthPointe has robust relationships with the three major custodians- Schwab, Fidelity and TD Ameritrade-as well as DFA.
- Support. Receive paraplanning, portfolio management, compliance, and administrative support (accounting, legal, tax, bookkeeping, cash management and HR) so you can focus on existing and new clients.
- Bigger business. You'll win bigger business as a part of a larger firm. Big clients want depth on your bench and someone behind you if something happens to you.
- New business development. Branding and marketing are taken care of at the firm level by professionals in those disciplines.
- Partner status. All advisors are "partners" in the firm; you receive full value for the clients you bring to WorthPoint.
- Equity arbitrage. Your business has greater value simply because your cash flow is part of a larger, more process- oriented and stable enterprise.
- Trust services. As a shareholder in a federally chartered, advisor-owned trust company, you have trust services at your disposal.
- Exit strategy. Whether you wish to move on now or in 5, 10, or 20 years-or die with your boots on-WorthPointe has a solution for you.
Up and coming ensemble fee only RIA investment firm with offices in Austin, D/FW, Orange County and San Diego seeks CFP's who want to be owners. All advisors at WorthPointe at owners.
Orange County, CA
Wed, 8 Mar 2017 09:36:49 PST