TAKING A STAND IN THE FINANCIAL INDUSTRY
WHAT WE DO
Helping Advisors Achieve True Independence
4Advisors was created to help advisors go independent and start their own advisory firms. Advisors that own their own business and work directly for clients have a lot more freedom and less conflict of interest to serve their clients right. Thus, our modo is advisors serving clients, not corporations.
Read below to see how we help advisors break free in the financial industry match them with successful mentors, and help them start their path to an independent journey.
LEARN ALL THE
Steps of becoming Independent
Understanding various business models
Fee-Only, Fee-Based, Commission, Independent, Totally Independent, RIA but broker dealer affiliated
Understanding various business models
Understanding the regulatory environment and what is required to build your new business
Matching with an advisor mentor to guide you through the process
More freedom to run your business how you see fit
Ability to build an asset that is much more valuable when you want to retire or change careers
Less conflict of interest to serve your clients before your other financial firm
High level of expertise for support
Choose what’s best
Why be Independent?
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put clients first
Our Goal is to
Educate advisors of all levels of experience on how to create more valuable practices centered around the client
Create a community of like-minded financial advisors to form a net-worth of fiduciaries dedicated to improving the financial industry
Improve the financial industry by facilitating it becoming a true profession owned and operated by financial advisors
Ready to make
Move or Help another Advisor?
Learn more with your own advising mentor/coach, or pay it forward by volunteering as a mentor.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures. Fiduciary & Fee-Only Financial Advisors and Planners
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