Freedom. Low cost.
Simple.
Built by advisors, for advisors. Own your practice, keep more of what you earn, and run your business without unnecessary complexity.
One firm. A clear path for
advisors and for families.
Break away — and break through.
Go independent with a partner that handles compliance, billing, technology, and operations — so you can focus on clients and growth. When you're ready to retire, we help you plan a succession that protects everything you've built.
- Your own brand, your own clients
- Full compliance, billing & tech, handled
- A No Penalty Exit, always
Advice that answers to you.
Work with a fiduciary advisor — planning, investments, retirement, tax, and estate strategy built around your life, not a product shelf. Independent ownership means your interests stay first.
- A true fiduciary, always on your side
- Planning built around your life
- A clear plan for retirement and the years ahead
Three uniques.
Zero asterisks.
Whether you're breaking away from a wirehouse, leaving a broker-dealer, or planning your exit, AFS is built around what actually helps you grow — and nothing that doesn't.
Freedom
Operate under your own brand. Own every client relationship. No proprietary products, no committee approvals for ordinary decisions — and leave without penalty, ever.
Low cost
A straightforward 90/10 payout. What you keep is simple to predict — because there are no surprises built into the math.
Simple
One fee structure. One custodian. One compliance framework. Documented service commitments instead of vague promises, so you always know what you can count on.
AFS against the rest.
Where most firms quietly keep a big share of what you earn, AFS keeps the model simple — a 90% payout and no penalty to leave.
See exactly what ninety percent means for you.
Enter your assets under management and average fee, and we'll estimate your annual take-home under AFS against every alternative — wirehouse, broker-dealer, and corporate RIA.
The path to independence.
A clear, five-step path that takes the guesswork out of going independent — most advisors are fully operational within 4–6 weeks.
We would rather earn your partnership every year than secure it with a penalty.
People, not a platform.
Aggregate Financial Services was founded by three partners who believe advisors should own their work and clients should always come first. When you call, you reach a founder — not a call center.
Are we a good fit?
Whether you're an advisor exploring independence or a family looking for an advisor, we'd welcome the conversation. Every inquiry is confidential — no pressure, and no commitment.