Partners

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade and The Toronto-Dominion Bank. ©2017 TD Ameritrade. All rights reserved. Used with permission.

LLIS provides fee-only financial advisors and their clients with comprehensive planning solutions, individual consulting, extensive education, and unique support services. Insurance is all they do. A high touch, high tech approach is how they do it. And they work exclusively with fee-only financial advisors and their clients. LLIS is not made up of money managers, accountants, or financial planners; they are experts in finding creative solutions to help your clients reach their income security and wealth retention goals based upon their individual needs and your recommendations. From their first point of contact through the life of their policies, LLIS is the trusted insurance resource for term (group and individual), permanent, long term care, disability (group and individual), critical care, annuities, hybrids (Life/LTCi & Annuity/LTCi), life settlements, free policy reviews, and low-load fixed and variable life solutions from highly-rated companies. That’s what makes them The advisor’s insurance advisor®.

FA Bean Counters is a bookkeeping service that works solely with financial advisors. We were founded by a group of independent financial advisors and accountants so we know, first hand, how critical accurate and current firm financials are to run a successful advisory practice.   We understand that growing an advisory business involves time prospecting, not to mention keeping existing clients happy.  Any activity where you aren‘t meeting with current or prospective clients is NOT time well spent.  FA Bean Counters was created to take a very important, non-revenue generating activity off an owner’s plate, allowing the owner to focus on what they do best: working with clients.

XYIS is a Turnkey Asset Management Platform. We built our platform with the next-gen firm in mind. Our main goal is to help you scale your growing business without the pressure to hire a team or work longer hours.

XYIS aims to save you time so you can focus on what you love about financial planning and helping clients reach their ideal life.

To make our TAMP competitive, we have partnered with powerhouses in the financial services industry: East Bay Financial Services, Dimensional Fund Advisors, Robust Wealth, and TD Ameritrade Institutional.
Are you ready to streamline your investment process?

Gain access to numerous additional resources in the members section of Kitces.com to fulfill all of your annual CFP Continuing Education requirements, including instant access to 15+ hours of online on-demand CFP CE credits... and more importantly continue to advance your own education as a financial planner. Get access to The Kitces Report, webinars, CE credit, and more. 

The leader in client data-gathering and client engagement. Discover increased firm efficiency and the robo-like experience that Gen X/Y clients demand.

Dimensional Investing is about implementing the great ideas in finance for our clients. 

From editor and writer Bob Veres, Inside Information provides a deeper level of insight into the trends, best practices and thought leadership as it emerges in the financial planning profession. 

eMoney Advisor, LLC is the only wealth-planning platform for financial  professionals & firms that offers superior transparency, accessibility, security, & organization for everything that affects their clients’ financial lives. A technology envisioned & created by advisors for advisors, eMoney‘s award-winning software & resources are tailored to transform the advisor’s ability to implement comprehensive financial plans & prepare their clients for a secure financial future. 

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Their rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then, they developed high standards in the field & each advisor must sign & renew a Fiduciary Oath yearly & subscribe to the Code of Ethics.  It’s all a part of the mission of NAPFA.   NAPFA members live by 3 important values: To be the beacon for independent, objective financial advice for individuals & families; to be the champion of financial services delivered in the public interest; & to be the standard bearer for the emerging profession of financial planning.

MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning‘s RIA survey. That’s because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP’s unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you’d expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro. 

Starkweather & Shepley Insurance Brokerage is engaged & passionate when it comes to solving the insurance needs of the financial community.  Established in 1876, Starkweather has been providing Commercial, Personal & Key Man Life Insurance along with specialty coverage such as Cyber Liability & Errors & Omissions Insurance.  

Helping advisors experience integrated independence so you can enjoy your business again.

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisors’ own investment strategies. Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for “infinite drill down” and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches.