Providing more than five decades of superior service

AT ONESCO

Independence doesn't mean being alone

The true power of independence is conducting business your way, but you don’t have to do it alone! ONESCO can help you grow your business, while nurturing your independence and entrepreneurial spirit.

AT ONESCO

Being independent doesn't mean being alone

The true power of independence is conducting business your way, but you don’t have to do it alone! ONESCO can help you grow your business, while nurturing your independence and entrepreneurial spirit.

COME HOME TO ONESCO

It's about what we can do together

If you value stability and continuity, entrepreneurship and independence, personalized, superior service and an unmatched platform of tools and products, then, let’s have a conversation.

Come home to ONESCO where you can create and build your own vision, where independence means the power to choose and you have the comfort of stability.

Support & Stability

ONESCO aims to nurture the entrepreneurial spirit of its advisors, offering a comprehensive lineup of financial services products, practice management support, operational support, competitive payouts, and minimal costs.

Flexibility & Resources

Advisors are offered a variety of products, resources, technology, and flexibility, enabling them to grow their business in line with their vision.

Smooth Transition Process

Advisors are offered a variety of products, resources, technology, and flexibility, enabling them to grow their business in line with their vision.

COME HOME TO ONESCO

It's about you. It's about us.

It's about what we can do together.

If you value stability and continuity, entrepreneurship and independence, personalized, superior service and an unmatched platform of tools and products, then, let’s have a conversation.

Support & Stability

ONESCO emphasizes the value of conducting business independently while providing support to grow your business. The company aims to nurture the entrepreneurial spirit of its advisors, offering a comprehensive lineup of financial services products, practice management support, operational support, competitive payouts, and minimal costs.

Flexibility & Resources

Advisors are offered a variety of products, resources, technology, and flexibility, enabling them to grow their business in line with their vision. This approach is designed to make ONESCO a place where advisors can establish and develop their business into the organization they aspire to.

Smooth Transition Process

ONESCO provides support for advisors transitioning to the company, ensuring minimal downtime and a smooth process. The transition includes assistance with FINRA registration, variable appointments, expedited review of outside business activities, and close monitoring of incoming account transfers.

TECHNOLOGY & CUSTOMIZATION

Guiding the future of your business

ONESCO’s technology platform is designed to put YOU in control.

ONESCO’s technology platform is designed to be flexible and supportive of the unique needs of each financial professional. It includes essential tools like:

Data Aggregation

Electronic Signature

Forms Filing

Management Tools

Let's discuss how ONESCO's technology platform can fit your needs.

TECHNOLOGY & CUSTOMIZATION

Guiding the future of your business

ONESCO’s technology platform is designed to put YOU in control.

It includes essential tools like:

Data Aggregation

Electronic Signature

Forms Filing

Management Tools

Let's discuss how ONESCO's technology platform can fit your needs.

FREQUENTLY ASKED QUESTIONS

Things to consider when becoming independent

Click on a FAQ below to get answers to some commonly asked questions about becoming independent.

How do I decide if a move to going independent is right for me?

If you crave the freedom of creating your own investment style and approach, then going independent is right for you. ONESCO will be there with you every step of the way to ensure you are fully supported while navigating these uncharted waters.

What should I expect from going independent vs not?

Financial planners who opt for an independent route often enjoy a larger share of the revenue they generate, in contrast to their counterparts working for larger corporations. This can result in earnings that are significantly higher, potentially double or more, compared to what they would earn in a corporate setting.

Some of the challenges involved are the effort required to establish a clientele, and the continuous adherence to regulatory obligations. ONESCO provides many resources to help you attract and obtain clients, along with continuous regulatory and compliance support every step of the way.

What are the key benefits for going independent?

Financial planners who opt for an independent route often enjoy a larger share of the revenue they generate, along with the flexibility and freedom of creating their own style and approach.

Should I worry about losing current clients once I go independent?

Although it is always a concern when going independent, If approached and planned for correctly there are many safeguards that can be put in place to help you retain the largest percentage of your current clientele when going independent. It is always smart to also check your current agreements to see what current regulations are in place that could potentially keep you from retaining your current clientele. At ONESCO, our transition support specialists will help you identify any red flags that may prevent you from bringing over the majority of your current clientele.

What should I do before resigning from my current firm?

The process to going independent can vary depending on your current situation, but typically takes between 3-6 months. Your ONESCO transition support specialist will help you put together a transition timeline based on your current situation and needs.

FREQUENTLY ASKED QUESTIONS

Things to consider when becoming independent

How do I decide if a move to going independent is right for me?

If you crave the freedom of creating your own investment style and approach, then going independent is right for you. ONESCO will be there with you every step of the way to ensure you are fully supported while navigating these uncharted waters.

What should I expect from going independent vs not?

Financial planners who opt for an independent route often enjoy a larger share of the revenue they generate, in contrast to their counterparts working for larger corporations. This can result in earnings that are significantly higher, potentially double or more, compared to what they would earn in a corporate setting.

Some of the challenges involved are the effort required to establish a clientele, and the continuous adherence to regulatory obligations. ONESCO provides many resources to help you attract and obtain clients, along with continuous regulatory and compliance support every step of the way.

What are the key benefits for going independent?

Financial planners who opt for an independent route often enjoy a larger share of the revenue they generate, along with the flexibility and freedom of creating their own style and approach.

Should I worry about losing current clients once I go independent?

Although it is always a concern when going independent, If approached and planned for correctly there are many safeguards that can be put in place to help you retain the largest percentage of your current clientele when going independent. It is always smart to also check your current agreements to see what current regulations are in place that could potentially keep you from retaining your current clientele. At ONESCO, our transition support specialists will help you identify any red flags that may prevent you from bringing over the majority of your current clientele.

What should I do before resigning from my current firm?

The process to going independent can vary depending on your current situation, but typically takes between 3-6 months. Your ONESCO transition support specialist will help you put together a transition timeline based on your current situation and needs.