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BROKER-DEALERS: 1,000 Advisors or More Service
KESTRA FINANCIAL
Paraplanning Services
Kestra’s Paraplanning Services partners with advisors to deliver more and better planning advice to their clients. Our in-house solution offers personalized consulting tailored to each advisor’s unique needs. The Planning Group, all Certified Financial Planners, provides a white-glove experience from client discovery to delivery of a comprehensive and sophisticated financial plan. This approach allows advisors to concentrate on scale and enhancing their efficiencies, enabling them to dedicate more time to clients while
still serving as primary point of contact throughout the planning process. This, coupled with our integrated technology partners, provides exceptional efficiency. Since launching in Q4’22, the team has consulted on 63 plans, with an impressive average client net worth of $5.4MM and investable assets of $3.8MM, showcasing the value of Paraplanning Services.
Kestra Financial provides a leading independent wealth management platform that enables larger, evolved wealth management firms to prosper, grow and provide superior value and support to their clients. While we aren’t everything to everyone, our independent and entrepreneurial culture enables us to foster and support a unique community of like-minded independent financial professionals. This includes individual advisors and also ensemble, multi-partner firms – all generating revenues that are typically above average when compared to industry standard. Kestra Financial creates exceptional scale and efficiency for financial professionals, working alongside them to help identify and reach specific business objectives as well as manage their back-office operations. Kestra Financial was established in 1997 and is headquartered in Austin, Texas.
www.kestrafinancial.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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