For your practice
WealthFactor is the wealth-management practice built on WilliamFrank's rails: a small group of evidence-based advisors sharing one methodology, one compliance posture, and one operating layer — while keeping their own voice, book, and client relationships.
What you actually get, if you join
Not our agent calibrated for you — your agent. It carries your tone in every email, your style in every meeting summary, your risk posture in every allocation it proposes. Your clients experience you, extended.
One evidence-based methodology, one compliance posture, one audit-grade data plane, one platform for planning and portfolio construction. The rails make the agents reliable enough to trust with real work.
We make money aligned with advisors and clients — a revenue share that funds the platform and the shared team, not a stack of platform fees. The details are a conversation, and we'd rather have it directly.
Meeting prep by hand. Post-meeting notes by hand. Drafting from scratch. The twentieth quarterly commentary written the same way. The follow-through you know matters and lose to the inbox anyway.
You. Every client-facing send is your send. Every allocation change is your change. The consortium extends the advisor; it does not draft advice on its own authority.
We are early enough that founding advisors get to shape the methodology, the governance of the shared skills, and the direction of the platform — and late enough that the technology is real and proven inside our own book. We are aiming for a small consortium of top-decile evidence-based advisors: twelve to twenty within eighteen months. If that shape is the practice you want to run, we should talk.
WilliamFrank does not provide investment advisory services.
Stay close to the thinking
Essays on advisor agency and what agentic rails change — by Bill Woodruff, with WilliamFrank. One deep piece at a time; no noise.