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Step-by-Step Guide for Going Independent
Your complete compliance roadmap for breaking away and starting your own independent, fee-only RIA
What's included in the Step-by-Step Compliance Guide?
- How to start preparing before you leave your current role
- How to transition to fee-only
- What to expect when registering your new firm
- What documents you need to support ADV Part 2A
- A framework for establishing your compliance program
- Resources for ongoing compliance support
Build Your Budget, then Your Business
Free Templates
Thinking about starting your own RIA? Use XY Planning Network's First-Year Budget tool to help you understand and plan potential business expenses as you launch your own RIA. Our popular guide was recently updated to provide the most accurate projections possible.
The First-Year Budget includes:
- Helpful spreadsheets such as First-Year Expenses, First-Year Revenue, 3-Year Revenue Projections and Personal Living Expenses
- Case studies from three XYPN members with a look at their actual first-year expenses
- Detailed descriptions of how much it really costs to start an RIA
