Transition To RIA Podcast

Brad Wales

The Transition To RIA Podcast is named by Kitces as a Top Podcast for Financial Advisors! Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor ("RIA") model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA...

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Transition To RIA Podcast

Episodes (146)

Thu May 14th Q148 - How Much Does A Custodian Cost?
Apr 30th Q147 - Can I Service HNW And UHNW Clients As An RIA?
Apr 16th Q146 - How Long Does It Take To Register An RIA?

Transition To RIA Podcast

May 14, 2026
27¼ minutes
38 MB

Whether you start your own RIA, or join an existing one, choosing which custodian to use is an important part of the decision process. As with choosing most solution providers for your practice, many variables should be evaluated. Price is one of them. So how much does a custodian cost? For better or worse, there is a very nuanced answer to that. On this episode (#148) of the Transition To RIA question and answer series, I explain what you should expect to pay (or n...

Transition To RIA Podcast

Q148 - How Much Does A Custodian Cost?

Brad Wales

00:00 -27:23