Joining or Starting an RIA Firm | Our Path From B-D to Fee-Only RIA

Nate Condon and Clint Walkner – the founding partners of Walkner Condon Financial Advisors – dive into how they opened their own Registered Investment Advisor (RIA) firm, leaving a previous career in the broker-dealer (B/D) space. Walkner Condon's current managing partners – the firm now has seven total partners – cover the attractiveness of the RIA structure, the advantages of the fiduciary standard, and the mistakes they made along the way. They give advice to those that are looking to start their own RIAs or join an existing one. Currently, Walkner Condon Financial Advisors is a fee-only RIA located in Madison, WI.

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