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Going Independent

Great Opportunities for Independent Financial Advisors

Are you Considering Going Independent? There has never been a better time.

$1 billion AUM teams "broke away" to Independent Channel in 2016 (Echelon)

$100 million AUM teams "broke away" to Independent Channel in 2016 (Echelon)

Independent Advisors across the United States - according to Discovery Data

The Economics of Independence

If you feel like you are working hard so that someone else can win, consider this: there has never been a better time to go independent.

Being an independent Financial Advisor can mean better profit margins, tax advantages, and ownership. That is valuable.

Take a couple of minutes to watch this video, it will explain why working independently could be the logical solution for you.

The EASE of Going Independent

There are approximately 110,000 independent financial advisors in the United States and the number continues to grow.

Clients are very comfortable working with an independent broker that operates in this capacity.

Generally, independent breakaway firms offer financial advisors a very high payout, usually 70% to 90% depending on production level and the amount of services you pay for.

Take a couple of minutes to watch this video which explains how easy it is to go independent. It could be the logical solution for you.

Let's Start a Conversation!

If you’ve decided to make a move, or even if you’re just thinking about making a move, start a relationship with the Financial Advisor Recruiters at Willis Consulting. We will look out for your best interests and advise you on your best move now or in the future.

Making the Change to an Independent Broker

We have the Experience & Expertise to Help

Today financial advisors considering independence have wide range of desirable options. Willis Consulting represents the best of breed in the independent, hybrid and RIA spaces. We have the experience and expertise to help you discreetly identify the optimal solution.

During our consultation we will work with you to help design your future firm. We will help you decide a category (independent broker dealer, hybrid, or RIA) and then introduce the best potential partners. We will serve as your advocate, helping you negotiate the best possible deals.

Whether you are ready to form your own firm or looking to join an established independent practice, Willis Consulting will help simplify the process and find the ideal conclusion.

*If you are a Branch Manager thinking about setting up an RIA office, contact us.

** If you are a Financial Advisor, to learn more about “breaking away” and moving your practice to an
independent broker model contact us.


Financial Advisors over 49 years old


Financial Advisors under 40 years old


Projected job growth over 10 years


CFP's in the US who are female


My new firm “gets” my business and is willing to spend money to help grow it through marketing and a Practice Management Coach. They even helped with my ownership structure, building leaseback and estate plan!

Independent Practice Owner

Receiving Support

Going it alone was the best decision for me. I’ve never regretted leaving the Wall Street life to found my RIA. Nothing is easy but the rewards of owning the vision, and the results, are fantastic!

RIA Principal and Founder

No Regrets

I never would have predicted we could add five top performing people, and acquire a great complimentary practice in our first year working with you. I am looking forward to a very long partnership with the Willis crew!

Independent Practice

Great First Year

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

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Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST