FREQUENTLY ASKED QUESTIONS

AdvisorLoans:

What does AdvisorLoans do?

We provide independent Wealth Advisors and advisory firms with guidance on Conventional and SBA lending options and then navigate the loan process from pre-qualification to funding.

Who are AdvisorLoans clients?

Independent Wealth Advisors including RIAs, Hybrid RIAs, Investment Advisors, Financial Advisors, Registered Reps, Associate and Service Advisors, Wealth Management Firms, OSJs, and Ensembels.

Why should AdvisorLoans be my first call?

When an advisor needs a loan, the best place to start the conversation is with AdvisorLoans. We try to make your first conversation with us the most unbiased, helpful, and informative loan conversation you’ll have. We’re a free outsourced lending expert on your team, managing the process and navigating obstacles from pre-approval to funding.

What types of loans does AdvisorLoans help advisors with?

We offer both Conventional and SBA loan programs. Business loan purposes include acquisitions, partner buyouts, expansion, recruiting, working capital, business debt refinancing, office build outs and renovations, and commercial real estate purchases.

What are the key things to know about AdvisorLoans?

We pioneered the "Loan Advisor to Wealth Advisor" model
Depth of experience and expertise in advisor acquisition lending
Facilitate both conventional and SBA lending
#1 Independent SBA lending resource for Wealth Advisors for the last 5 years
We've originated 1/3 of all SBA funded dollars to advisors over the last 5 years with 156 lenders reprsenting 2/3.
We care and it shows. We advocate and overcome obsticles for our clients daily

Is AdvisorLoans on my firm’s approved vendor list?

Likely. AdvisorLoans is on many of the top firms lender vendor lists. Many of our clients are referred to us either by their broker dealer, OSJ, TAMP, or custodian.

Is AdvisorLoans also a tax, accounting, valuation, escrow, or law firm?

No. AdvisorLoans advice and consultation is provided in the context of lending options, strategy, and process. AdvisorLoans is not a tax, accounting, valuation, escrow, or law firm. For tax, accounting, valuations, and legal advice, advisors should seek out same professionals to ensure the correct application of law and regulation to the specific facts of the situation and transaction. AdvisorLoans is happy to connect our clients to these types of professionals that we work with on a regular basis in the advisor lending niche.

How long has AdvisorLoans been helping advisors?

We were placing loans in 2014 through AdvisorBox bfor spinning off and established AdvisorLoans in 2015.

How many/much has AdvisorLoans funded?

We're now surpassing 400 funded loans (conventional and SBA) for over $350 million funded.

What is AdvisorLoans expertise with acquisition loans?

We have closed/funded more than 200 acquisition and partner buyout loans in the wealth management industry. We utilize our expertise and experience in acquisition lending to help our clients with best practices, work-arounds, and making the acquisition lending process easier.

What is AdvisorLoans expertise with SBA loans?

We’re the #1 independent resource in faciltating SBA loans for the wealth management industry. We've originated 1/3 of all SBA funded dollars to advisors over the last 5 years with 156 lenders reprsenting 2/3.

What does AdvisorLoans provide to buyer/borrowers?

We provide advisors with consultation about how acquisitions and lending works in our niche, which loan program is most ideal based on the advisor’s situation and goals, and then work with the advisor as their advocate and liaison from pre-qualification to funding.

What services does AdvisorLoans provide to sellers?

We provide consultation regarding the impacts the buyer’s acquisition loan has on the deal structure and to the seller.
Pre-qualifying buyers.
Matching sellers with our clients who are pre-qualified to finance 100% of the purchase price.

What services does AdvisorLoans provide to IBDs and custodians?

We provide enterprise level support with tailored lending intel for their advisors including webinars, guides, and materials. We provide HQ and field leaders with support for loan and qualifying questions for the advisors they support or those they are trying to recruit.

How does AdvisorLoans get compensated for our services?

All of our SBA lending services to our advisor clients is completely complimentary. We’re a free loan agent to our clients. The lender pays our fee after the loan is closed and funded. For some of our conventional loans we may charge the client up to $2500 for our services. This amount is included in the loan so no out-of-pocket payment is required.