Convergence Advisory Group

Wealth Management and Retirement Planning Servicesconvergenceplan.com

Convergence Advisory Group is an independent, Omaha-based registered investment adviser that delivers retirement income planning, investment management, estate, risk, and business planning services to U.S. pre-retirees, retirees, DIY investors, and small business owners, with a subscription-based DIY advisory tier alongside traditional advisory engagements.

Company typePrivate
Founded2018
HeadquartersOmaha, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Convergence Advisory Group does

Convergence Advisory Group is an independent, Omaha-based registered investment adviser operating through Convergence Wealth, LLC. The firm provides retirement planning and wealth management services to U.S. residents, organized around five core practice areas: Retirement Income Planning, Investment Management, Estate & Legacy Planning, Risk Management, and Business Planning. The target audience spans pre-retirees and retirees, DIY investors, small business owners facing succession and continuity issues, and individuals focused on estate and legacy planning; the firm explicitly does not use a cookie-cutter approach and builds personalized strategies for each client.

The business model blends traditional AUM-based advisory fees with a subscription-based DIY Help offering. Convergence has launched a three-tier monthly subscription service (Starter at $50, Intermediate at $150, and Expert at $300) plus a 12-month DIY Investor Rehab program, extending reach to younger investors and self-directed investors who want professional guidance without full-service engagement. Client assets are custodied at Charles Schwab under a custodial partnership, and the firm operates a team-based advisory model in which all advisors are fiduciaries legally required to act in clients' best interest. Advisory fees are published on the website as part of a transparent-fee positioning.

Distribution is content-led rather than paid-media-led. The firm maintains a multi-topic blog covering retirement, tax, estate, insurance, Social Security, and business planning; distributes content across Facebook, Twitter, LinkedIn, Instagram, YouTube, Vimeo, Tumblr, Yelp, and a podcast; and uses educational infographics to drive top-of-funnel awareness. Both in-person consultations at the Omaha office and virtual meetings support direct client acquisition, with no disclosed institutional investors, funding rounds, M&A activity, or geographic expansion beyond the United States.

Convergence Advisory Group firmographics

Firmographics

Name: Convergence Advisory Group
Legal name: Convergence Wealth, LLC
Website: https://convergenceplan.com
Company type: Private
Founded year: 2018
Operating status: Operating
Headcount range: 1–10 employees
Short description: Convergence Advisory Group is an independent, Omaha-based registered investment adviser that delivers retirement income planning, investment management, estate, risk, and business planning services to U.S. pre-retirees, retirees, DIY investors, and small business owners, with a subscription-based DIY advisory tier alongside traditional advisory engagements.
Ownership category
akta.pro rank

Convergence Advisory Group industry classification

Industry

Product category: Wealth Management and Retirement Planning Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro industry: PRIMARYFSAAAAAE
Hybrid Advice (Advisor + Digital) Platforms
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
SECONDARYFSAAADAL
Family Business & Succession Advisory
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

Retirement income planning
Wealth management services
Investment advisory
Estate planning services
Financial planning subscriptions

Where Convergence Advisory Group is headquartered

Location

Headquarters

HQ city: Omaha
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Convergence Advisory Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

Financial Planning Subscription Services: Monthly subscription-based financial planning services with three tiers. Starter ($50/mo) provides up to two 30-minute virtual meetings per year for younger investors or DIYers. Intermediate ($150/mo) provides up to two 90-minute meetings per year for serious DIY investors with medium to large asset bases. Expert ($300/mo) provides up to four 90-minute meetings per year for investors with larger asset bases and complex planning needs. All subscriptions are annual agreements billed monthly with automatic renewal.
Investment Management / Advisory Fees: Advisory fees for investment management and comprehensive financial planning services. The firm operates as a registered investment adviser with transparent fees disclosed on their website. Advisory services are offered through Convergence Wealth, LLC.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	STARTER - $50/month - Entry-level subscription for younger investors or DIYers seeking quick second opinions
Subscription	Monthly	INTERMEDIATE - $150/month - Mid-tier subscription for serious DIY investors closer to retirement
Subscription	Monthly	EXPERT - $300/month - Premium subscription for investors with larger assets and complex planning needs

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Convergence Advisory Group product offering

Product offering

Core offering

Convergence Advisory Group is an independent, fiduciary registered investment adviser that delivers personalized retirement income planning, investment management, estate and legacy planning, risk management, and business succession planning services to individuals and small business owners. Advisory services are offered through Convergence Wealth, LLC, with assets custodied at Charles Schwab, and the firm supplements its full-service engagements with subscription-based planning tiers and a 12-month DIY Investor Rehab program for self-directed investors.

Product overview

Convergence Advisory Group offers a comprehensive suite of retirement planning and wealth management services organized around five core areas: Retirement Income Planning, Investment Management, Estate & Legacy Planning, Risk Management, and Business Planning. The firm provides both traditional advisory services and a modular DIY Help program that includes a 12-month DIY Investor Rehab program plus three subscription tiers (Starter at $50/mo, Intermediate at $150/mo, and Expert at $300/mo) offering virtual planning meetings for self-directed investors who want professional guidance while maintaining control of their portfolios.

Differentiator

Problem solved

Functional benefit

Products and services

Retirement Income Planning Provides a custom lifetime distribution strategy showing how a retirement portfolio will be distributed to the client and their loved ones; designed for individuals approaching or in retirement.
Investment Management Assists with wealth accumulation strategies intended to grow assets while helping protect them from excessive losses due to market downturns and taxation; offered through Convergence Wealth, LLC as a registered investment adviser.
Estate and Legacy Planning Provides advice on inheritance to family, business succession, and charitable gifting options, presenting clients with the pros and cons of their legacy planning choices.
Risk Management Addresses risk exposures through long-term care, life insurance, and disability insurance solutions to protect clients against inflation, longevity, and loss-of-income risks.
Business Planning Focuses on business succession and continuity planning, partnering with the client's CPAs, attorneys, and other advisors to address the planning needs tied to their business.
DIY Investor Rehab A 12-month program designed for do-it-yourself investors who want professional guidance while maintaining control of their investments.
Subscription Service Monthly subscription-based financial planning service offered on an annual agreement with automatic renewal, available to U.S. residents in three tiers: Starter ($50/month, two 30-minute virtual meetings per year for younger investors or DIYers), Intermediate ($150/month, two 90-minute meetings per year for serious DIY investors with medium to large asset bases), and Expert ($300/month, four 90-minute meetings per year for investors with larger asset bases and complex planning needs).

Companies that use Convergence Advisory Group

Customer profile

Segments5 records

Ideal customer profiles4 records

Convergence Advisory Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Convergence Advisory Group partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the custodian for client assets held at Convergence Advisory Group. The firm offers clients the ability to login to their Charles Schwab accounts through the website, indicating a custodial partnership for investment account management and administration.

Recent moves5 records

Expansion highlights4 records

Convergence Advisory Group competitors and assessment

Company assessment

Broad incumbents

Betterment: Betterment is a large digital wealth management platform offering automated investing with optional human advisor access, addressing a similar retail retirement and DIY customer base as Convergence's subscription tiers.
Schwab Intelligent Portfolios: Schwab Intelligent Portfolios is Schwab's free robo-advisory product, and Schwab serves as Convergence's custodian. It represents a low-cost alternative that competes with Convergence's subscription and advisory fees.
Wealthfront: Wealthfront is a leading robo-advisor offering automated portfolio management with an optional hybrid advice tier, competing with Convergence for retirement-focused DIY investors but at much larger scale.
Vanguard Personal Advisor Services: Vanguard Personal Advisor Services combines Vanguard's low-cost fund platform with human CFP-led advisors, a scaled hybrid advice offering competing with Convergence for retirement-planning clients.

Peers

Ellevest:

Direct peers

Facet Wealth: Facet Wealth is a national hybrid financial planning platform that pairs CFP-led advisors with a digital client experience and flat-fee pricing, very directly comparable to Convergence's combination of subscription tiers and fiduciary advisory services.
Carson Group: Carson Group is a coaching and wealth management firm that supports advisors serving retirement-age clients through fee-based planning and business succession services, directly comparable to Convergence's retirement and business planning focus.
Personal Capital: Personal Capital (now part of Empower) provides hybrid wealth management combining proprietary financial tools with human fiduciary advisors, serving retail investors with retirement and investment planning similar to Convergence's offering.
XY Planning Network: XY Planning Network is a network of fee-only, fiduciary financial planners targeting Gen X and Millennial clients, with a similar monthly subscription and ongoing advice model as Convergence's DIY Help tiers.

Emerging players

Ellevest: Ellevest is a digital wealth management and advisory platform originally built around women investors, offering subscription-style planning and investment products that partially overlap with Convergence's hybrid model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Convergence Advisory Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Convergence Advisory Group leadership team

Management profile

Number of profiles

Convergence Advisory Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Convergence Advisory Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Convergence Advisory Group

What does Convergence Advisory Group do?

Is Convergence Advisory Group a public or private company?

Convergence Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Convergence Advisory Group founded?

Convergence Advisory Group was founded in 2018. It employs 1 to 10 people.

Where is Convergence Advisory Group based?

Convergence Advisory Group is headquartered in Omaha, United States, in the North America region.

How does Convergence Advisory Group make money?

Two revenue lines are on record. Financial Planning Subscription Services are the primary driver. The others are investment Management / Advisory Fees.

Who are Convergence Advisory Group's main competitors?

Broad incumbents on record are Betterment, Schwab Intelligent Portfolios, Wealthfront and Vanguard Personal Advisor Services. Ellevest is listed as a peer. Direct peers are Facet Wealth, Carson Group, Personal Capital and XY Planning Network. Ellevest is listed as an emerging player.

Does Convergence Advisory Group have an API?

No public API is recorded for Convergence Advisory Group.

What industry is Convergence Advisory Group in?

Convergence Advisory Group's product category is Wealth Management and Retirement Planning Services. Its primary akta.pro industry code is FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms, with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 523940 and its SIC code is 6282.