Who We Work With
Embracing the Personal CFO Platform with Evolv is the key to unlocking enhanced capabilities and new opportunities without sacrificing more of your valuable time.
We collaborate with advisors contemplating a change from their current firm, whether it’s breaking away from a wirehouse, leaving a bank or RIA, or creating a sustainable succession plan. By adopting the Personal CFO model, we’ll help you make the most of the time you spend with clients and capture a greater (or the entirety) of their financial wallet share.
Become a Personal CFO
Evolv Beyond Investments & Insurance
If you’re looking for more capabilities and opportunities, without having to sacrifice more of your time, it’s time to Evolv your practice. We’ll help you monetize all your time spent with clients and gain more (or all) of their wallet share. Our solutions are independent and objective to avoid conflicts of interest present with the manufacturer and distributor models at the big banks and captives.
The Evolv Difference
As an Evolv partner, you’ll enjoy higher-than-normal splits on all revenue streams, with most at a generous 80%. Plus, with our commitment to transparency, you’ll always know exactly how and what you’re getting paid. Don’t miss out on this chance to join the Evolv team and take your financial advising career to the next level!
Personal CFO Revenue Streams:
- Investment Management Fees
- Financial Planning Fees
- Monthly Retainer Fees
- Business Consulting Fees
- Group Benefit Fees & Commissions
- -401k, Health Plans, Executive Comp.
- Insurance Commissions
- - Personal lines (home, auto, etc.)
- -Commercial lines (GL, worker's comp, etc.)
- - Life, Health, Disability, & Medicare
Typical Advisor Revenue Streams:
- Investment Management Fees
- Insurance Commissions
True Wealth Building
As an Independent Advisor you have control of your income and the value of your business. At Evolv, we’ll help you use those assets to create real wealth for yourself.
Ready to Evolv Your Practice?
Evolv Solution: You keep 50-80% of the revenue you generate, with most at 80%. 
Evolv Solution: You’ll see the revenue you produce, and know the exact amount you get paid for every business line. 
Evolv Solution: We encourage all of the above and will work alongside you in executing; providing expertise in search, negotiation, structure, financing, and transition. 
Evolv Solution: The platform and your business are designed to generate the highest potential revenue multiple on the open market, resulting in a bigger win at retirement. 
Evolv Solution: Your income is paid as a 1099, opening the door to many tax-reduction strategies. When you sell your business in the future, the income will be structured as long- term capital gain which results in a much lower tax rate; and more money in your pocket. Take charge of your financial advising career by becoming a Personal CFO.
Schedule your discovery call with Evolv Family Wealth today and explore the advantages of personalized strategies, expert support, and unparalleled growth opportunities.
