Traditional industry surveys focus on compensation amounts but fail to uncover the methods and structures behind those numbers, often leading to misleading conclusions and costly compensation models.
FPInsights®
COMPENSATION STUDY
Compensation is Key to Long-term Value Growth
Compensation is the most significant expense in a wealth management business, directly influencing profitability, talent retention, and long-term enterprise value. Understanding how your compensation structure compares to industry peers empowers you to make informed, strategic decisions that drive growth and sustainability.
FP Transitions is launching a groundbreaking Compensation Database designed to fill the gaps in existing industry research, providing not only the “how much” but also the “how” advisors and operational staff are compensated.
Moving Beyond the Numbers
Our research emphasizes:
How advisors are compensated — salary, revenue-sharing, equity incentives, or hybrid models
The role of equity in compensation strategies to drive long-term value
How much advisors are earning, with meaningful benchmarking insights
By participating, you gain access to exclusive, data-driven insights in our white paper to refine your compensation approach, attract top talent, and enhance your business’s enterprise value.
Common Compensation Models
Compensation in wealth management extends far beyond total compensation. While salary and bonuses are common factors, other elements like equity participation, profit-sharing, synthetic equity plans, and long-term incentive structures play a crucial role in shaping how compensation is allocated and perceived. Different businesses adopt various models based on their goals, ownership structures, and long-term sustainability plans. Through our survey, we aim to help you identify which compensation model aligns with your business, ensuring you have a clear understanding of where you stand and how you can optimize your approach for growth and retention.



Start the Survey
Go to FP Transitions Homepage: fptransitions.com
Login to the FPInsights Portal: Located at the top right of the navigation bar
Start the Compensation Survey: Located on the bottom left of the dashboard
Watch the Video or Download the PDF: Step-by-step guide on how to complete the survey