15 Wealth gives independent advisors the power of a sophisticated firm without sacrificing autonomy.
Gain a high-performance operating platform that removes friction, accelerates growth, and protects focus where it matters most: clients. Built by experienced leadership inside one of the fastest-growing Summit firms at LPL Financial, this is infrastructure designed to support autonomy, momentum, and long-term scale.
TransitionMove on your terms, with clarity and momentum.
OperateRun your practice on a high performance platform.
CollaborateIntentional collaboration leads to better client outcomes.
CompoundSupport that grows with you.
Scale your practice, elevate your brand, and deepen your client relationships
Onboarding + Transition SupportSeamless partnership with LPL including full client onboarding, one-touch paperwork, and move-money assistance.
Ongoing Operations + TradingDedicated trading, operations, and compliance support that streamlines execution, handles complexity, and ensures efficient coordination with LPL.
Modern Technology StackAccess Jump AI, Wealthbox CRM, RightCapital or RetireUp, OnceHub, Box, Zoom, enhanced trading tools all integrated through our in-house tech.
Client Engagement SupportDeliver curated, high-impact communication and events with minimal lift from your team.
Personal Brand DevelopmentWe help you build and amplify a distinct public persona with messaging, visuals, and testimonials that attract ideal clients.
Practice Growth ToolsGet strategic support with book reviews, lead generation, and comprehensive seminar planning.
Succession PlanningProtect and plan your future with a built-in framework to scale or exit on your terms.
Expense CoverageWe cover key costs like licensing, E&O, internal LPL fees, FINRA/SEC charges, and external tech tools (some exclusions apply).
At the core of 15 Wealth is a genuine passion for the advisor journey. We care about how advisors build, how they serve, and how they live. Here's what makes us truly different:
A group of advisors and industry leaders we call The Forum that are collaborating and working together to sharpen strategy in the best service of our clients. Through ongoing dialogue and shared experience, ideas and perspectives are broadened. Intentional and focused, The Forum isn’t a feature - its the foundation that powers everything that we do.
We create your custom advisor persona that captures your unique voice and value, then phase it into our broader marketing engine, from website features to branded storytelling.
With technology, insurance, and advisor support integrated into a single platform, 15 Wealth removes friction from the business of advising. Advisors gain time back, simplify their day-to-day, and build a practice that supports both client outcomes and personal balance.
Our core philosophy is rooted in 15 timeless principles for life, wealth, and success. It's more than a tagline — it's a values-based framework that shapes how we build, plan, and serve.
Other advisors spend most of their time doing paperwork and handling operational processes.
¹ Statistics From 15 Weath’s internal Jump AI Advisor Insights reporting
² KITCES.COM STUDY
https://www.kitces.com/blog/financial-advisor-productivity-revenue-per-advisor-experience-expertise-team-leverage/
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and other advisory services offered LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through TSFG, LLC, a Registered Investment Advisor. 15 Wealth and TSFG, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.
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