Financial advisors work with business owners and practice owners who have needs well beyond their portfolios. Those relationships fit naturally with cost-recovery, tax, and benefits services that sit outside investment advice. Your commission follows each service's referral terms, and there is no product to sell.
Your clients already trust you with their money, which makes an introduction from you land with unusual weight. Many of them are overpaying on taxes, benefits, or vendor costs, or leaving revenue uncollected, and none of that competes with what you offer. It simply deepens the relationship by bringing in specialists for needs outside your practice.
Make a warm introduction to a business or practice you already know. That is the whole of your role.
Our team runs the analysis, the proposal, and the delivery. You never have to sell or explain the details.
You are paid only on fees the provider collects, either through WealthStream or directly by the provider, depending on the service.
Want the details on compensation? Read How you're paid, or read the full FAQ.
The services you introduce, cost recovery, tax strategy, benefits, and financing, do not compete with investment advice, so you are adding value rather than selling a competing product. Check your own rules on referral fees. If they limit fees, you can simply introduce a client with no paperwork and no fee.
No. You are making an introduction, not delivering the service or giving advice on it. Our team handles the work. Because you are not brokering a regulated product, no additional license is required to participate.
It depends on the service. Your commission is paid either through WealthStream or directly by the provider under its own referral program, through your WealthStream tracking link. Commissions are paid only on fees the provider collects, and rates by service are shared on a short call with Edd.
Last updated: August 2026