I'm currently operating as an independent insurance agent. I'm interested in offering full service financial planning on a monthly or quarterly subscription basis and not managing assets. But I want to keep operating my insurance business. If I disclose in my ADV that I offer insurance products for a commission, would I be able to start an RIA around advice-only?
Yes, what you are describing is doable. You arguably shouldn't call your RIA a "fee-only" practice, but it is common for RIAs to have an insurance offering alongside. If you'd like to discuss further, feel free to take a look at the contact page on my website (TransitionToRIA.com.)
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I'm currently operating as an independent insurance agent.
I'm interested in offering full service financial planning on a monthly or quarterly subscription basis and not managing assets. But I want to keep operating my insurance business.
If I disclose in my ADV that I offer insurance products for a commission, would I be able to start an RIA around advice-only?
Yes, what you are describing is doable. You arguably shouldn't call your RIA a "fee-only" practice, but it is common for RIAs to have an insurance offering alongside. If you'd like to discuss further, feel free to take a look at the contact page on my website (TransitionToRIA.com.)
That makes sense. I appreciate the feedback!@@TransitionToRIA