• A Fee Based Planning Company

• An Insurance Strategy Division

• A Wealth Management Division

• An Advisor Services Division

Transitioning to Recurring Revenue

Most advisors aspire to build long-term relationships with their clients, supported by recurring revenue from financial planning fees, wealth management fees, and insurance renewals. However, many face challenges in delaying the gratification of upfront commissions and become stuck in the commission-based model.

Axiom injects the capital needed to facilitate a transition away from the transaction-based approach, empowering advisors to embrace a recurring revenue model and foster ongoing client relationships.

Axiom is the ideal home for all types of advisors—whether you're from a large firm or independent background, or have experience in both. We value and support both paths.

Axiom enables you to build a wealth management practice on a non-proprietary system, offering the flexibility to sell both internally and externally, all while benefiting from higher payouts.

Advisor Relationship Manager Program
Axiom’s dedicated Advisor Relationship Managers provide personalized support, ensuring advisors have the tools and guidance needed to succeed.

Capital Planning Resource Group
Axiom’s Capital Planning Resource Group offers strategic planning and expert guidance to ensure advisors have the resources needed for comprehensive client solutions.

Advisor Services Admin Team
Axiom’s Advisor Services Admin team sources, interviews, trains, and triages all requests to streamline operations and maximize efficiency.

PEO: Benefits and Payroll
Axiom partners with PEO providers to offer robust benefits and payroll solutions, enhancing the support available to advisors and their teams.

Insurance Strategy Group
The Insurance Strategy Group provides rules-based insurance recommendations, helping advisors tailor strategies for client protection and wealth management.

Technology Application Specialist
Axiom’s Technology Application Specialists ensure advisors have seamless access to the latest tools and technologies to support their practice and enhance client experiences.

Wealth Management Division: Asset Gatherer
Axiom’s Wealth Management Division focuses on asset gathering strategies, ensuring advisors can build and grow their client base.

Identity for Advisors Without a Brand
Axiom helps advisors without an established brand to develop a strong identity, creating a unique market presence.

Collaborative & Advisor-Led Continuing Education
Axiom fosters an environment of continuous learning through advisor-led education and best practice sharing, helping all advisors stay at the forefront of industry trends.

Annual Anonymous Survey
Axiom conducts an annual anonymous survey to gather valuable feedback and improve the advisor experience, ensuring a culture of constant improvement and alignment with advisor needs.

Capital Bridge to Recurring Revenue
Axiom offers a capital bridge to help advisors transition from transaction-based models to recurring revenue streams, enabling long-term sustainability and growth.

Partners Plan
The Partners Plan allows advisors to align with Axiom’s vision and benefit from structured support while maintaining their autonomy, ensuring a strong foundation for success.

Planning Coordinators
Axiom’s Planning Coordinators provide dedicated support to advisors, facilitating streamlined processes and ensuring a smooth, effective planning experience for clients.

Investment in External Practice Purchase Without Equity Stake
Axiom offers investment opportunities for the external purchase of practices, providing capital without requiring an equity stake, giving advisors flexibility and growth potential.