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Our dedicated transition team supports financial advisors moving to Pragmatic Advisory. We guide you through every step of the transition process to minimize disruption to your practice, clients, and operations.

Onboarding is typically completed within 30 days. Timing assumes the advisor is responsive and provides requested information and documentation promptly during the transition process.

Fit is assessed based on shared values, alignment in investment philosophy, a culture of sustainable growth, and a mutual commitment to professional excellence without micromanagement.

Advisors may submit their details through the "Become a Partner" section of the website to initiate an introductory conversation.