For many advisors, a move is uncharted territory. You're an expert in investments, planning, and the markets. But a transition is a different knowledge base, and most advisors simply don't know what they don't know: which questions to ask, how the due diligence process really works, and which levers to pull for the most favorable outcome. That's where we come in.
We help you understand the landscape, guide the due diligence step by step, and stay beside you throughout the journey, bringing clarity to every decision along the way. By working with us, you'll gain the knowledge to:
And we don't represent just one or a few firms. Our network spans wirehouses, IBDs, boutiques, custodians, and hundreds of RIAs. The result: recommendations that are objective, unbiased, and built entirely around you.
I spent my first three decades in this industry helping advisors grow, and move, their practices. And I kept seeing the same pattern: advisors spend far more time in their business than on it, while everything around the business keeps evolving.
From changes in payouts, equity structures, and transition deals, to branding, technology, and control over their own business, many advisors feel overwhelmed by the choices they face on the way to a better place.
Meanwhile, every advisor weighing a move faces the same disadvantage: the people across the table negotiate transitions every week. Most advisors have done it maybe twice in a career.
Keeping pace with this landscape is a full-time job. It became mine. I built Club Level Consulting to put that knowledge on the advisor's side of the table.
- Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®, Founder & CEO
Understanding you comes first. Before any names come up, we map the landscape and get specific: your clients, your team, your economics, and what your ideal practice, and your True North, actually looks like.
Dozens of options become three or four. We separate must-haves from nice-to-haves and screen for culture, capabilities, compensation, and support.
We’re on every call, asking the questions you don’t know to ask, taking notes, and debriefing after each conversation so nothing surprises you later.
From the headline number to transition support and long-term incentives, every term is modeled and negotiated before you sign. Then we manage the move itself, working through every detail with your transition team.
Serving Advisors Coast to Coast
Club Level Consulting
3100 Airway Ave
Suite 104
Costa Mesa, CA 92626