I’ve had Schwab, Tiaa-Creft, Mariner Wealth, and EP Wealth reach out to me. Anyone know anything or have experience with any of these firms? I’m at a bank, but I’m sick and tired of the bank bureaucracy and comp cuts. Need to leave asap.

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Posting as :
works at
You are currently posting as works at

This wasn’t for an FC role. Financial planning only.

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May I ask which bank channel are you in? FYI Schwab comp is heavily focused on onboarding new clients with very little trails, a bit of hamster wheel. EP Wealth is perhaps the most reputable amongst these names…

If you’re strictly interested in being a planner, go with Mariner.

SWA is planning only.

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