we put a lot of thought into how we consider core planning vs running solo vs other options. every firm pricing decision we make flows through these three filters:

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together, we’ve built the best possible home for ourselves as advisors

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🔷 compliance program

• SEC registration with full oversight program
• staffed compliance team
• full and ongoing registrations and filings
• all ongoing amendments to U4s & ADV2Bs
• Greenboard compliance system
• full spectrum archiving across email, Slack, and social platforms
• seriously the works

🔷 custodial integrations

• Altruist
• Schwab
• Interactive Brokers