6 Green Financial Planning Business Success Stories [2024]

Pat Walls

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Updated: November 1st, 2023

Start A Green Financial Planning Business

A green financial planning business involves helping clients align their financial goals with their values, including environmental and social responsibility.

The financial planning business can involve various services, such as investment advice, budgeting, and retirement planning, focusing on sustainable and responsible options. To start a green financial planning business, you must be licensed as a financial planner and obtain additional certifications, such as a Certified Financial Planner (CFP) designation.

You will also need to establish a business structure, obtain necessary licenses or permits, and set up a system for managing client relationships. To operate your business, you must market your services to potential clients, build a network of referral sources, and stay up-to-date on the latest trends and developments in sustainable investing and financial planning.

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

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

Arthur Robertson, the founder of Third Eye Advisors, was inspired to start his investment advisory firm after realizing the lack of financial education and literacy among millennials and Gen X. Coming from a background in finance and with a passion for managing and investing money, he saw the opportunity to provide customized financial planning and investment solutions to millennial business owners in the tech and cannabis industries. Within three months of starting the firm, Robertson was able to recoup his initial start-up costs of $10,000-$15,000 from serving clients.

How much they make: $120K/year
How much did it cost to start: $13K
Current team size: 3

How I Started A $10K/Month Financial Planning And Investment Management Company

Third Eye Advisors is a boutique Registered Investment Advisor (RIA) providing customized financial planning and investment solutions to millennial business owners, founded by Arthur Robertson with start-up costs of approximately $10,000 to $15,000, recouping those costs within three months of serving clients, while the team is currently expanding and looking for Financial Advisors to come on board in Q4 2020.

About

Arthur started Third Eye Advisors almost 5 years ago

Revenue

Arthur grew the business to $10K/month

Costs

It cost Arthur $13000 to start the business

Read this case study

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Learn more about starting a green financial planning business:

Where to start?

-> How much does it cost to start a green financial planning business?
-> Pros and cons of a green financial planning business

Need inspiration?

-> Examples of established green financial planning business
-> Marketing ideas for a green financial planning business

Other resources

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Starting A Green Financial Planning Business: Everything You Need To Know

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4. Capital Group

Capital Group homepage

Where they're located: Los Angeles, California, USA

5. 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.

Where they're located: Los Angeles, California, USA
Website traffic: 1.11M/month

6. Grow Financial

Website traffic: 520K/month