Join Our Fee Only RIA

Join Wealthcare’s fee-only Registered Investment Advisory firm

Running a fee-only practice? Our fee-only RIA options may be ideal for you. It combines the independent, entrepreneurial feel of running your own business with the corporate support employees receive. Here’s what you get:

Access to our complete GDX360® platform that integrates goals-driven planning and investing
Complete outsourced advisory business model
Practice management support
Compliance
Billing and accounts payable
Marketing
Technology
Compliance
Employee status and group pricing with access to a comprehensive benefits package (medical/dental/vision, 401k)

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Run your practice with Wealthcare’s practice management support services

Our practice management support service assists with optimizing, branding, marketing, and building your business. You can access a suite of valuable resources, including downloadable PDFs and templates, useful tips, and actionable strategies.

You’ll also have access to industry knowledge and best practices through regular advisor calls, and an advisor-driven open forum discussion group.

And you can join us at our annual advisor conference, where you’ll hear about our newest products and service launches.

Strengthen your business brand with Wealthcare’s creative marketing programs

Stand out in a crowded, competitive field with our marketing and brand-building programs featuring:

Marketing service packages

customized to each advisor’s brand and business

Website design and development

consultation to help improve your digital footprint

Social media guidance

Content marketing

to share valuable information with clients and prospects

Lead generation programs

to attract prospects

Videos

to reinforce the goals-driven experience with clients

Navigate operational and compliance hurdles of running your RIA

The GDX360 platform promotes fiduciary responsibility and strengthens compliance by putting a client’s best interests first. Take GDX360 a step further with a co-branded version that enables you to add your firm’s models and supporting collateral to the platform, giving your advisors the ability to deliver firm-branded content to your clients. Let Wealthcare do the heavy lifting associated with planning, investing, and time-consuming operations activities.

Ways to Work With Us

GDX360®

Resources

The Wealthcare Experience

Wealthcare Direct

Our Advisors

About Wealthcare

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Ways To Work With Us