This page is for Financial Professionals Only

We are looking for highly competent advisers, planners, tax professionals and attorneys who are interested in providing advice to our clients in a sub-advisory capacity.  Why would we do this?  Because we want to ensure every one of our clients receives the highest level of advice possible.  This is the only way we found we could provide completely unbiased advice.  Our primary objective is to help our clients, but our model is built to help advisers as well should they wish to focus their energy on planning and investment management.  Some things to consider:

• There is no cost to sign up, nor do we share in the planning and advice fees that you charge a client. 
• Our ideal adviser/planner has designation as a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Certified Public Accountant (CPA) designation or at least 10 years of experience providing advice.  Legal professionals are welcome to enroll as well.
• There is no need to change firms.  You remain with your current RIA, broker/dealer, CPA, or law firm.
• You will establish your own advisory agreement with our client directly.

If you are interested in becoming an advice provider for InvestForLess Members, please fill out the form below.  When signing up, please be clear as to your greatest strengths or areas of focus.  Feel free to email us with any questions!  We will respond to your request as quickly as we are able. Please be sure to complete the below form in its entirety.