1099: Hybrid & Fee-Only Options
Maintain your independence, brand, and ownership with our flexible options. We have affiliation options for hybrid and fee-only models, so you can continue to run your business the way you want.
Flexible Solutions for Independent Advisors
Ways to Work With Us
Wealthcare offers a variety of flexible affiliation models so that you can run your practice and serve your clients the way you want. Partnering with Wealthcare can help you attain or elevate the independence you crave, combined with a flexible menu of support services, technology, and strategic partners you need. We also offer W2 options, allowing you to fully integrate into Wealthcare while maintaining your desired level of control.
Wealthcare offers back-office functions like compliance, operations, trading, marketing, investments, and billing support so you can focus on client and business development. We believe that true independence means unfettered flexibility, freedom of choice in products and services, as well as the potential to increase the value of your practice.
Which affiliation model is right for you?
Whether you’re confident in your model or thinking about a structure change, consider your options and do your due diligence to make sure you make the right move. Ask yourself the following questions:
- Is your current structure serving you and your clients?
- What’s holding you back from reaching the next level of growth?
- What challenges are you trying to resolve?
- What do you want your next step to include?
- What would enable you to deliver the best service to your clients?
- Do you have a succession plan?
W2: Sell or Maintain Your Practice
We also offer options for you to enjoy all the benefits of W2 employment, while either maintaining leadership responsibility for your business or fully integrating it into Wealthcare Advisors.
Join Us
Regardless of the affiliation model that’s right for you, your business and your clients, you gain the flexibility of choice across the board—from how you affiliate with us to the various tech partnerships you leverage to best serve your clients. You’re able to customize everything about your relationship with us to best suit you and your business’s needs.
Learn more about the Benefits of Joining Wealthcare