Our Approach

Thoughts about transitioning to a new partner firm or venturing into independence for the first time can keep you up at night. We’re here to make sure you have all the information you need to make the choice that’s right for your business and enables you to serve your clients the way they deserve.

Quality and Community

Discover a firm that cares as deeply about advisors as advisors care about their clients.

• A consultative approach to helping you succeed

• An indispensable service standard

• An advisor-centered community

A Tailored Transition

Learn about our affiliation models and the transition process.

• Flexible ways to join

• A step-by-step outline of your journey

Compensation, Pricing, and Value

Dig into how you earn revenue and understand what it costs to do business at Commonwealth.

• Payouts that are easy to understand

• A breakdown of standard costs involved in running a firm

• A menu of options you can select from to elevate your offering