Start Here: The Independence Path
Not sure where to begin?
2-minute router: We’ll point you to the right track.
Choose your stage
New to independence?
Learn the models + economics.
Get clear on your best next step.
What You'll Get
- A clean map of the major independence paths
- A simple economics lens
- A quick self-check so you can narrow down your best next step.
From “maybe” to a real plan.
Pricing, custody, tech, compliance.
Build your roadmap step by step.
What You'll Get
- Turn direction into sequence
- Identify critical path
- Reduce surprise risks
From plan to launch.
Steps, systems, and safeguards.
Execute with clarity and control.
What You'll Get
- Spot delays early
- Build a confident timeline
- Know what must be true first
Exploring Independence
Start with these resources
Planning Tools
Resources list links
Choose Your Independence Path
Most Used Resources
RIA Calculator
RIA Calculator
See what changes after the move.
Income, costs, and net take-home.
Independence Pathfinder
Independence Pathfinder
Answer a few quick questions.
Get your best next steps.
Transition Readiness
Transition Readiness
Compliance, custody, tech, ops.
Know what’s ready—and what’s not.
Top Questions (FAQ hub)
Top Questions
The stuff you’re wondering about.
Answered clearly.
What RIA Confidential is
Vendor-neutral resource center for advisors exploring or executing independence.
Sponsor-supported, editorially independent
Education only disclaimer.
Get the Signals + the next best step—weekly
Resources
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