7 Retirement & Personal Finance Consulting Business Success Stories [2024]

Pat Walls

•

Updated: December 7th, 2023

Become A Retirement & Personal Finance Consultant

As individuals are retiring earlier and more often than ever, there is an increasing demand for these types of services. A retirement consulting business can tap into a growing market of individuals seeking professional guidance for their post-work years.

A retirement consultant specializes in helping individuals plan for a secure and fulfilling retirement.

They assess clients' financial situations, recommend strategies for savings and investments, and guide them on how to achieve a comfortable retirement lifestyle.

Here are some real life success stories of starting a retirement & personal finance consultant:

1. Well Kept Wallet ($1.2M/year)

How much they make: $1.2M/year
Current team size: 5

HOW DEACON HAYES BUILT A BLOG TO OVER A MILLION VISITORS AND $100,000 A MONTH

This case study showcases the success of a personal finance expert who has grown his business to make over $100,000 in revenue per month while helping individuals with financial assistance.

About

Deacon started Well Kept Wallet over 11 years ago

Revenue

Deacon grew the business to $100K/month

Read this case study

Read by 750 founders

Part of

Becoming A Retirement & Personal Finance Consultant: Everything You Need To Know

‹

›

So... can you actually make money with a retirement & personal finance consultant?

Of course. There are millions to be made in this industry.

But how?

Research real, profitable businesses and see exactly how much money they make.
Study exactly what works, and what doesn’t.
Take action, because now you have the roadmap.

Join Starter Story and build your next big thing:

Start Now

So... can you actually make money with a retirement & personal finance consultant?

Of course. There are millions to be made in this industry.

But how?

Research real, profitable businesses and see exactly how much money they make.
Study exactly what works, and what doesn’t.
Take action, because now you have the roadmap.

Join Starter Story and build your next big thing:

Start Now

5. ncsl.org

Where they're located: Raleigh, North Carolina, USA
Website traffic: 1.14M/month

6. NetApp

Modernize your data management systems and simplify cloud data storage with NetApp – the world’s leader in data management solutions.

Where they're located: Indianapolis, Indiana, USA
Website traffic: 1.34M/month

7. Well Kept Wallet

Learn how to make money, save money, pay off debt and invest so that you can achieve your goals with Well Kept Wallet.

How much they make:
Where they're located: Phoenix, AZ, USA
Current team size: 5