5 Financial Advisor Business Success Stories [2023]

5 Financial Advisor Business Success Stories [2023]
Start A Financial Advisor Business

Here are some real life success stories of starting a financial advisor business:

1. The College Investor ($288K/year)

From a $10,000 a month “blog” to a 7-figure “Media Company” — a lot can happen in six years. Today’s guest is one of my most important real and virtual online business mentors — I’m always trying to pay attention and keep an eye on what Robert Farrington from TheCollegeInvestor.com is up to. Fun f…

Robert Farrington (from El Cajon, CA, USA) started The College Investor over 13 years ago.

Revenue
$24K / month
Team
1 founders / 2 employees

Case Study

Robert Robert Farrington is the sole founder of The College Investor and in 2009 he build this online media company to help out students.

In order to begin creating true wealth for the future, The College Investor is on a mission to assist you in getting out from under your student loan debt. In early 2016, Robert was still working full-time at Target while his side hustle was making $10k per month. He grew this business little by little and currently he earns around 24K/month from The Collge Investor.

His website offers information on student loans, taxes, tax software, investing, insurance, and budgeting and has over 1 million monthly visitors.

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Read the full article on sidehustlenation.com ➜

2. Well Kept Wallet ($1.2M/year)

Today I’m thrilled to have my friend Deacon Hayes on the show. Deacon is someone who I have known for a very long time and I have watched this guy go from making very little money to running a very successful blog within the span of several years.

Today he runs WellKeptWallet.com, which is a per…

Deacon Hayes (from Phoenix, AZ, USA) started Well Kept Wallet over 10 years ago.

Revenue
$100K / month
Team
1 founders / 5 employees

Case Study
  • Deacon Hayes founded the company Well Kept Wallet, a business that offers one-on-one financial assistance to people looking to create budgets, pay off debt, etc.
  • He is a personal finance expert, podcaster, and speaker.
  • Deacon started this business in 2010 with the goal of educating people about personal finance and changing lives.
  • The founder has been successful in increasing the site's revenue to over $100,000 per month.

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Read the full story on nichepursuits.com ➜

Learn more about starting a financial advisor business:

Where to start?

-> Pros and cons of a financial advisor business

Need inspiration?

-> Examples of established financial advisor business
-> Marketing ideas for a financial advisor business

Other resources

4. Journey To Launch ($252K/year)

In this week’s rewind episode, Co-Work With Me as I discuss unlearning purpose and how to stop letting analysis paralysis keep you from pursuing your side hustle. Check out this episode and others on , , and This episode is brought to you by:  Host and personal finance educator Jamila Souffrant shares practical and tactical ways that you can achieve your dreams of Financial Freedom & Financial Independence. Subscribe and listen to the Journey To Launch podcast wherever you listen to podcasts.  Links mentioned in this episode Click here to subscribe via RSS feed (non-iTunes feed): Announcements Join our Facebook Community If you’re looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: Guest Social Media Info Side Hustle Pro –

Jamila Souffrant (from New York, NY, USA) started Journey To Launch about 7 years ago.

Revenue
$21K / month
Team
1 founders / employees

Case Study

Jamila Souffrant is the founder of Journey to Launch, a podcast that offers information and tools to help people increase their savings, pay off their debt, and achieve financial independence.

  • Her passion started in 2016 as a personal quest for financial independence.
  • She launched Journey to Launch first as a blog in 2018, where she used to jot down her journey from being broke to achieving economic empowerment.
  • The success of her blog motivated her to launch The Journey to Launch podcasts.
  • The podcast has helped many listeners come out of debt, stop living paycheck to paycheck and build-savings.
  • She received notable media attention in 2018 from outlets like Money Magazine and Insider.
  • The podcast had an exceptional year with over 2 million downloads and a Forbes feature.
  • Journey to Launch has 10K+ email subscribers, a monthly audience, and social research of 150K+.

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Read the full story on forbes.com ➜

Pat Walls,  Founder of Starter Story
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