INDEPENDENCE HUB

Financial advisor resources for taking your next steps

Whether you're just starting to explore independent business models or looking to scale your existing practice, our curated resources are designed to support you at every stage of your journey.

Contact us

Insights on independence to support you at every stage

No matter which phase of your journey to independence you're in, we have the insights, tools, and practical steps to help you get where you want to be.

Explore your possibilities

Find out which factors to consider when making the decision to go independent, and hear from your peers about their own experiences.
Perspective
4 questions to ask yourself about going independent
Thinking about becoming an independent advisor? Finding the best-fit model for independence starts with understanding how you want to spend your time, support your clients, and grow your business.
PERSPECTIVE
Top 5 reasons to consider going independent
Firm leaders share their motivations for choosing the path of independence.
PERSPECTIVE
Busting myths about moving to the independent advisor model
Examining the realities behind the decision to go independent.
PERSPECTIVE
Chart your own path in wealth management
How the evolution of business models allows advisors to take control where they want it and get support where they don't.
INFOGRAPHIC
The ins and outs of advisor movement
Insights from Fidelity's 2023 Advisor Movement Research Study.
Is it time to redefine "going independent?"
Industry experts discuss how the options for independence continue to expand

Gaining the freedom to focus on clients, not back-office tasks

How Matt Kilgroe and his wealth management team broke away from a large institution to launch an advisor-owned RIA with outsourced operational support.

Learn more

Prepare for your move

Focus on key strategies and tactics as you consider plans for making a move, with help from our online tool, worksheets, and insights from independent advisors.
Worksheets

Flyer

RIA Breakaway Financial Sheet

Worksheet

RIA activity timeline sample

Accelerate your growth

We’re with you beyond launch—offering the consultative support and insights to help your business grow and evolve at every stage.
Spotlight
The Time-Value Equation: Strategic time management for financial advisors
See how our Time-Value Equation can help you reallocate your time to foster organic growth and provide additional value to clients.
Spotlight
AI in wealth management
Explore the potential of AI in wealth management
PERSPECTIVE
Wealthy next generation investors want something new from their investments and advisors
Highlights from Fidelity’s 2025 Investor Insights Study.

Experience independence—with Fidelity by your side

See how we can help you go independent, and hear your peers' own stories about what made them decide to move forward on their paths to independence.

BOLD MOVES: AIRE Advisors and the importance of doing right by their clients
2:02
Looking to better support his clients, Amir Monsefi knew he needed more flexibility and control in his next role.
BOLD MOVES: AIRE Advisors and the importance of doing right by their clients
NOW PLAYING
BOLD MOVES: AIRE Advisors and the importance of doing right by their clients
Powering growth for clients
NOW PLAYING
Powering growth for clients
Knowing your target clients drives long-term growth
NOW PLAYING
Knowing your target clients drives long-term growth
Embracing Independence: Reno Tahoe Wealth Management's Journey
NOW PLAYING
Embracing Independence: Reno Tahoe Wealth Management's Journey
Making the move to independence
NOW PLAYING
Making the move to independence
Independence provides many opportunities
NOW PLAYING
Independence provides many opportunities

Programs and services

Practice management and consulting

Fidelity provides practice management and consulting to help you build a successful business using our Five Fundamentals of a Future-Ready Firm.

Learn more

Growth Hub: Powerful advisor growth strategies

Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.

Learn more

Ready to get started?

Let's talk about your options for independence.

Contact us
1085021.5.0
DFF4DD166228416DAB32B21E5F266654