+1 (415) 964-1704

2 Embarcadero Center 8th floor

San Francisco, CA 94111

+1 (415) 964-1704

2 Embarcadero Center 8th floor

San Francisco, CA 94111

Advisor Consulting

ADVISOR CONSULTING

Are you looking to start your own Independent RIA?  Or leaving a wirehouse and need assistance evaluating the many options available to you? 

Are you incredibly overwhelmed with the process and unsure where to begin?  Well you’ve come to the right place.

Why should you work with me on your path to independence?

  1. I’ve done this before!

Read: “The 26 Steps I Took To Set Up And Launch My Own Independent RIA.”

  1. I’ve operated advisory practices in several wealth management business models.

Read: Advisor Platform Comparison: Wirehouse vs. RIA Aggregator vs. Independent RIA

  1. Your business is your most important investment.  Hire an experienced professional to guide you through this process and avoid hours of frustration and dollars wasted.

Schedule time with me here: https://clarity.fm/aaronhattenbach

 

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