PFG’s Independent Affiliation Model provides competitive payouts and a leadership team who advocates for you around compensation, compliance, and business growth.

This model is a great fit for advisors seeking an open architecture platform, training support and a last-stop solution.

 

Advisor Resources and Benefits

When you align with PFG, you have access to outstanding benefits and a large infrastructure of support.

  • Competitive payouts: nurture your personal book and financial planning practice with the freedom to grow your advisory, brokerage, and insurance business.
  • Independent RIA: you have the option to primarily grow your advisory-fee-only business.
  • Open architecture platform: leverage TAMPs, advanced technology, and risk assessment tools, all integrated in one place.
  • Flexible office structures: you have the option to use our office space and operate in a group environment in Phoenix, Peoria, or Albuquerque.
  • Succession/contingency solution: PFG helps advisors with the purchase and selling of practices to grow your business and provide for your family.

 

    New Revenue Opportunities

    • Asset Protection Solutions: Full insurance suite with national IMO options.
    • Estate Planning Solutions: Online and in-person Wills and Trust preparation services.
    • Fintech Advisory Solutions: PFG’s Retirement Plan Center allows you to manage and trade clients’ retirement accounts while they are still working. You earn an advisory fee just like you do with custodied accounts.

    Multiple Custodian and Money Manager Choices

    • Powerful advisory platform complete with compliance infrastructure and support
    • Full flexibility and choice of advisory platforms from highly trusted, recognizable custodians and brokerage firms
    • Access to Orion, Riskalyze, and financial planning software at significantly lower costs