Why Partner with NetWellth?
At NetWellth, we believe in empowering financial advisors like you to expand your practice while making a real difference in employees’ financial well-being.
We partner with advisors nationwide to provide onsite services for our clients—helping employees enroll in their 401(K) Plans, improve financial literacy, and take control of their financial futures.
This is more than just a side opportunity—it’s a strategic partnership that rewards you for your expertise, connects you with high-quality leads, and helps you grow your practice without leaving your current BD/RIA.
Get Paid for Onsite Visits
Earn competitive compensation for every onsite service visit, based on:
✅ The number of new enrollments you facilitate
✅ Your client satisfaction scoreHigh-Quality Leads for Your Practice
We connect you with exclusive opportunities, including:
📈 401(k) Rollovers – Help employees transition old retirement accounts
💰 Wealth Management – Gain access to employees needing financial guidance
🛡️ Insurance Solutions – Offer critical protection servicesStay Independent – No BD/RIA Changes Required
Keep full control of your practice while adding a new revenue stream and strengthening client relationships.
Make a Meaningful Impact
By working directly with employees, you’re changing lives—helping them make informed financial decisions, reduce stress, and build a more secure future.