Wealth Advisor Lending FAQ

This FAQ is about conventional and SBA lending and written specifically to Wealth Advisors in the Wealth Management Industry. Many components and aspects of this FAQ will not apply to other professions or industries.

Because conventional and SBA lenders widely vary in their capabilities and qualifying criteria, this FAQ is written from the context of our experience and the capabilities and criteria of our lender partners.

Wealth Management industry lending criteria, policies, rules and nuances vary, and can vary greatly depending on many different scenarios. Each advisor and loan scenario is unique. While some of these FAQ answers may be technically correct for one advisor, the answer may vary for another advisor when all other factors are considered.

For answers that can take into account the holistic situation for the borrower, loan program and structure, speak to a human at AdvisorLoans.