advisor group overview


At SharpePoint Advisor Group we support the transition of financial advisors to the independent arena.  Independence provides freedom to how you want to invest for your clients based on their needs.  No longer are you tied to proprietary products, mismatched incentives or quotas.

Maintain ownership and control of your business, keep higher percent of your revenue you generate, and work with a team dedicated to your success.



Advisor-Owned Corporate Structure

Share in revenue on a proportionate level.


Own the brand, structure your own practice, operate independently.

RIA-Regulatory Oversight

Provide oversight and compliance on your business.

Industry heavily regulated.

Transition Support

Different levels of support to address your needs and desires.

Ultimately it is the advisors that run their own business; we are here to support you along the way.