Our Mission: Guiding Financial Advisors to Their True North.
Where top advisors and teams weigh their next move.
Transition. Launch. Sell.
Where top advisors and teams weigh their next move.
Transition. Launch. Sell.
Why Club Level Consulting
The biggest move of your career deserves more than introductions.
Advisors spend their careers helping clients make important financial decisions. But when the decision involves their own business, the choices can be far more complicated.
With hundreds of firms, platforms, affiliation models, deal structures, and potential buyers across the industry, knowing what's available and what questions to ask, can be difficult.
That's where Club Level Consulting comes in.
We bring industry experience, access to more than 300 firms, financial analysis, and hands-on guidance to the process. We help you evaluate your options, understand the economics, negotiate from an informed position, and navigate the details from your first question through your final decision.
No pressure. No obligation. Your timeline. Your decision.
How it Works
Step 1) Explore
Step 2) Evaluate
Step 2) Evaluate
Understanding you comes first. Before any names come up, we map the landscape and get specific: your clients, your team, your economics, your non-negotiables, and what your ideal outcome, your True North, actually looks like.
Step 2) Evaluate
Step 2) Evaluate
Step 2) Evaluate
Similar to an institutional RFP and finals process, dozens of options become three or four. We separate must-haves from nice-to-haves and screen for culture, capabilities, economics, and support.
Step 3) Navigate
Step 2) Evaluate
Step 3) Navigate
We coordinate and attend due diligence calls, ask the questions you may not know to ask, take extensive notes, apply proprietary scoring, and debrief after each conversation so nothing surprises you later.
Step 4) Execute
Step 2) Evaluate
Step 3) Navigate
Once you've made your decision, we help negotiate the final terms and coordinate the people, resources, and details needed to move forward — whether you're transitioning to a new firm, launching an RIA, or completing a transaction.
Why I Founded Club Level Consulting
I've spent almost 40 years in this industry helping advisors grow, move, and build their practices. And I kept seeing the same pattern: advisors spend far more time working in their business than working on it while everything around the business keeps evolving.
From changes in payouts, equity structures, and transition deals to independence, technology, M&A, and succession, advisors face more choices than ever about where and how they want to build the next chapter of their business.
And they often face a distinct disadvantage: the firms, platforms, and buyers across the table navigate these decisions every day. Most advisors may do it only once or twice in a career.
Keeping pace with this landscape is a full-time job. It became mine.
I founded Club Level Consulting to put that knowledge, experience, and perspective on the advisor's side of the table -- whether they're looking to transition, launch, or sell.
- Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®
Founder & CEO
Guiding financial advisors to their True North.
Club Level Consulting
3100 Airway Ave, Suite 104
Costa Mesa, CA 92626