Advisors: Are you considering a transition or breaking away?
Insight-driven. Unbiased, always. No fees to advisors, ever.
Advisors: Are you considering a transition or breaking away?
Insight-driven. Unbiased, always. No fees to advisors, ever.
What We Do
The biggest move of your career deserves more than introductions.
For many advisors, a move like this is uncharted territory. We begin by dedicating real time to understanding you — your clients, your ideal business, and your goals. That is, your True North. We'll ask the challenging questions and give you clear answers, because both are essential to getting this right. You'll gain the knowledge to:
- Ask the right questions
- Save time and energy
- Narrow the field with confidence
- Negotiate the best possible deal
- Select the right fit
And we don't represent just one or a few firms. Our network spans wirehouses, IBDs, and boutiques, plus hundreds of RIAs. Once we separate your must-haves from your nice-to-haves, ultimately defining your north star, we narrow the options together to the firms that will best serve you, your clients, and your team.
"A move like this comes along a few times in a career. We navigate moves every day. My promise is simple: objective, white-glove guidance that saves you time, spares you the missteps, and gets you the best possible deal."
- Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®
Every advisor weighing a move faces the same disadvantage: the people across the table negotiate transitions every week. You've done it maybe twice in your career. That asymmetry costs advisors real money — and worse, it leads them to firms that look right on paper and feel wrong within a year.
Advisors come to us with the questions that are hard to answer from inside a firm:
- Is this offer actually competitive, or does it just look big?
- Will those backend hurdles ever realistically pay
- Which platform will my clients and my team genuinely thrive on?
- And can I even explore this without word getting out?
- What questions am I not asking?
We close the gap with 35 years of market knowledge, a model run on every offer, and relationships across 300+ firms — none of which retains us. Since Maria's first placement in 1990, more than 250 advisors have moved or launched with that guidance on their side of the table.
How Engagement Works: 4 Stages
Step 1) Discovery
Step 4) Negotiation & Transition
Step 2) Evaluation
Education comes first. Before any names come up, we map the landscape and get specific about you: your clients, your team, your economics, and what your ideal practice, or True North, actually looks like.
Step 2) Evaluation
Step 4) Negotiation & Transition
Step 2) Evaluation
Dozens of options become three or four. We separate must-haves from nice-to-haves and screen for culture, capabilities, compensation, and support.
Step 3) Due Diligence
Step 4) Negotiation & Transition
Step 4) Negotiation & Transition
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.
Step 4) Negotiation & Transition
Step 4) Negotiation & Transition
Step 4) Negotiation & Transition
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.
Serving Advisors Nationwide!
Club Level Consulting
3100 Airway Ave
Suite 104
Costa Mesa, CA 92626