Focus on your clients and
we'll take care of the rest
Get the flexibility of your own practice,
without the high costs and complexity.
without the high costs and complexity.
Reshaping the way we get
financial advice.
Everyone deserves access to an honest, trustworthy financial
advisor, regardless of their portfolio size.
advisor, regardless of their portfolio size.
We believe in transparency through flat-fee pricing, unfiltered
testimonials, and a truly conflict-free model, all while delivering
an exceptional client experience. Will you join our mission?
testimonials, and a truly conflict-free model, all while delivering
an exceptional client experience. Will you join our mission?
Why work with Nectarine?
Set your schedule & price
Enjoy the freedom and flexibility to work with clients on your own terms.
Instant SEC registration
Skip the arduous state-by-state registration process and serve clients from all 50 states right away.
No compliance headaches
We handle filings, audits, ADV updates, and ongoing regulatory upkeep so you can stay focused on clients, not paperwork.
Nectarine visibility
Build credibility with the Nectarine brand and appear in our marketplace search results to attract clients faster.
Back office support
From billing to bookkeeping to customer service, we take care of the admin so you don't have to.
Advisor community
Join a supportive community of Nectarine advisors who are happy to share their knowledge and insights.
Training & support
Access resources, templates, and guidance to deliver a consistent, 5 star client experience.
Tech stack
Get access to RightCapital, Zoom, Calendly, Holistiplan, and G Suite, plus Nectarine's built-in CRM and client portal.
E&O insurance
We have you covered with errors & omissions insurance, to protect you and give you peace of mind.
Starting your own RIA vs joining Nectarine
Join Nectarine for $0 startup cost
and $0 monthly fees.
and $0 monthly fees.
Registration Filing
Compliance setup
Website formation
Compliance support & audits
Regulatory filing renewals
E&O insurance
Technology stack
Data security & IT
Bookkeeping
Credit card processing fees
Hours of administrative work
Starting your own RIA
Startup costs
Registration Filing
$500 - $1,500
Compliance setup
$3,000 - $15,000
Website formation
$500 - $5,000
Ongoing costs
Compliance support & audits
$2,000 - $8,000 per yearRegulatory filing renewals
$500 - $1,500 per yearE&O insurance
$1,000 - $2,000 per yearTechnology stack
$3,000 - $9,000 per yearData security & IT
$500 - $2,000 per yearBookkeeping
$1,000 - $3,000 per yearCredit card processing fees
3%-4% of salesHours of administrative work
5-15 hours per weekTotal costs
$4,000 - $21,500 to start
$8,000 - $25,500 per year
& many hours
& many hours
vs
all of the above included for
30% of sales
30% of sales
all included for 30% of sales
Who we're looking for
Licensed in the US
You are licensed to provide financial advice in the U.S. or want to become licensed.
Fully dedicated
You're all in & will be solely registered under Nectarine.
You get things done
You take ownership of your growth, proactively market yourself, and put in the work to succeed.
Shared money philosophy
You believe in buying and holding index funds, keeping it simple, and doing the right thing.
Smart & knowledgeable
You are sharp, you know your stuff, and are able to problem solve.
Client focused
You make clients feel supported. You're warm, personable, & can explain complex topics simply.
How it works
Apply
Join an info session, tell us about you, & get interviewed
Onboard
Get registered, trained, and your profile live on the site
Give advice
Meet with clients and do what you do best!
Get paid
Get paid 70% of your engagements every 2 weeks
You may be wondering...
What licenses or credentials do I need to become a Nectarine advisor?
You're required to have a Series 65 license or a designation that exempts you from the Series 65, such as the CFP® or CFA.
Is Nectarine SEC registered?
Yes, Nectarine is SEC registered. You can view our disclosures here.
Am I an employee or a contractor?
You will be a 1099 contractor under Nectarine.
How much do I get paid?
You will get paid 70% of every engagement completed. No startup costs or monthly fees.
How much money will I earn with Nectarine?
It depends on your price, availability, and how effectively you attract clients. Nectarine gives you visibility and connects you with clients, but your earning potential grows faster when you treat it like your own business. This includes building relationships, joining communities, and promoting your services.
I currently work for a firm/run my own firm. Can I join Nectarine?
We're looking for advisors who will be exclusively registered with Nectarine, so we do not allow dual registration. If you're currently registered with another firm, you'll need to de-register in order to join Nectarine.
Can I manage client assets through Nectarine?
No, at this time, Nectarine is strictly advice-only.
Is the application process competitive?
We've received hundreds of applications and have accepted less than 5% to date. We're growing and adding more advisors so watch your email after you apply.
Ready to be a part of
something big?
Join our mission of making honest financial
advice simple and accessible.
advice simple and accessible.