4 Green Financial Planning Business Success Stories [2022]

4 Green Financial Planning Business Success Stories [2022]
Start A Green Financial Planning Business

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

1. Third Eye Advisors ($120K/year)

Revenue
$10K / month
Team
1 founders / 3 employees
Location
New York, USA

Case Study

My name is Arthur Robertson and you can call me the Investment Educator. I currently run an investment advisory firm, a food truck - Renegade Vegan, founded two non-profits - one focused on financial literacy for the youth and another on real estate while also being a Real Estate Investor.

The start-up costs were approximately $10,000 - $15,000, however; within three months, I was able to recoup those costs from serving clients.

how-i-started-a-10k-month-financial-planning-and-investment-management-company

2. Capital Group

Capital Group homepage

  • Business rank: #26.6K

Check out their full website ➜

3. Aspiration

Online financial services made easy that help you save while giving back to the community. Spend, save and invest with a conscience. Open an account today with no monthly fees.

  • Website traffic: 1.11M/month
  • Business rank: #29.1K

Check out their full website ➜

4. Grow Financial

  • Website traffic: 520K/month
  • Business rank: #92.3K

Check out their full website ➜

Pat Walls,  Founder of Starter Story
Want to find more ideas that make money?

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