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EP 003: Should I Affiliate With a Corporate RIA? episode artwork

EPISODE · Jul 23, 2025 · 6 MIN

EP 003: Should I Affiliate With a Corporate RIA?

from The CPA to FA Podcast · host Bill Hecklick, EA

In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up under a corporate RIA makes sense for you!Learn more about what we do at: www.cpatofa.com

What this episode covers

In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up under a corporate RIA makes sense for you!Learn more about what we do at: www.cpatofa.com

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EP 003: Should I Affiliate With a Corporate RIA?

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Frequently Asked Questions

How long is this episode of The CPA to FA Podcast?

This episode is 6 minutes long.

When was this The CPA to FA Podcast episode published?

This episode was published on July 23, 2025.

What is this episode about?

In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up...

Can I download this The CPA to FA Podcast episode?

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