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Built for businesses that are building something.

Build a scalable practice without building an HR department

Most advisors don't have a people problem — they have an infrastructure problem. GrowthWorks HR gives you the systems, compliance, and strategic support to fix that.

By The Numbers
200+
Advisors Supported
15+
States Supported
$14.4B
AUM Supported
40+
Annual Hours Saved Per Hire

From guesswork to systems

Advisors are trying to build teams the same way they built their book — through hustle and trial and error. That doesn't scale.

You can't scale without infrastructure

Even great hires struggle without consistent onboarding, clear roles, and a development strategy. GrowthWorks HR centralizes HR, payroll, benefits, and compliance into one system.

Level the playing field for talent

Compete for top staff against larger firms — with Fortune 500-level benefits, structured HR, and a professional employee experience. No internal team required.

Remove risk and distraction

Compliance issues, payroll mistakes, and employee relations are costly when handled wrong. We carry that burden so you can focus on clients and growth.


When advisors call us

Hiring your first admin

Ready to delegate but unsure how to structure the hire legally and operationally.

“I don't know who to hire next.”

Team is growing

HR complexity grows fast. Benefits, compliance, and payroll can't stay on your plate.

“My team structure is breaking.”

Drowning in HR tasks

Spending more than a few hours a week on people ops? That's revenue time lost.

“Everything runs through me.”

Worried about compliance

One missed filing or misclassification creates serious exposure. Multi-state adds more complexity.

“Am I doing this correctly?”

Competing for talent

Top candidates compare you to larger firms. Without strong benefits, you lose them.

“I hired the wrong person.”

Advisor transition or M&A

Acquiring a team or transitioning? The HR side — retention, onboarding, benefits — is often a crisis.

“How do I retain key staff?”

Real results from real practices

Mike LaPorte, LaPorte Financial — $190M AUM · Florida

Bryan is easy to communicate with and is always knowledgeable and very professional. GrowthWorks HR provides objective advice which is designed to impact my business in a positive way. The program is designed to take the entire payroll process off my plate so that I can concentrate on what I do best — and it works.

Mike LaPorte
LaPorte Financial · $190M AUM · Florida
Wilde Paule, Keystone Wealth Management — $50M AUM · Pennsylvania

Having worked with Bryan at GrowthWorks HR for about a year now, all I can say is it has been great. GrowthWorks HR has been extremely timely on their HR responses and extremely professional. Bryan has been very helpful with the design of our employee bonus structure, benefit discussion, explanation and execution.

Wilde Paule
Keystone Wealth Management · $50M AUM · Pennsylvania
Josh Strange, Good Life of NOVA — $300M AUM · Virginia & Florida

The core of any business is the team you surround yourself with. The problem is I know nothing about HR rules, best practices, payroll, benefits, etc. GrowthWorks HR has taken all of this worry off my plate and allowed me to build a dream team without spending a fortune on HR. My team gets the experience of being with a massive organization but the culture of a family-oriented firm. This would not be possible without GrowthWorks HR.

Josh Strange
Good Life of NOVA · $300M AUM · Virginia & Florida
Ryan Templeton, The Templeton Group — $110M AUM · South Carolina

GrowthWorks HR has been great for us! We do revenue-share increases tied to AUM — unscheduled and frequent. Whenever that comes around, we reach out to Bryan, get a DocuSign, and that's all we do. They are also super responsive on the benefits package — they make everything very clear: benefits, eligibility, 401(k), employee cost, employer cost. 10/10 would recommend.

Ryan Templeton
The Templeton Group · $110M AUM · South Carolina

HR expertise across your entire practice

We help financial advisors build scalable businesses through people, structure, and operational strategy. Click any area to learn more.

Talent & Hiring
Compensation & Incentives
Performance Management
Org Design & Structure
Compliance & Risk
Transition & M&A Support
Operations & Process
Fractional HR Partner

How GrowthWorks HR pricing works

You pay the passthrough cost of your employee — the real, actual cost of employing them — plus a program fee based on the total passthrough cost. No hidden markups, no surprises.

Your total cost = Employee passthrough costs + GrowthWorks HR program fee
Passthrough costs include: base pay · payroll taxes · benefits contributions · HRIS platform fee

Base Pay

Salary or hourly wages. GrowthWorks HR handles payroll processing and proper classification compliance.

Payroll Taxes

Social Security, Medicare, federal & state unemployment taxes — all calculated, filed, and remitted by GrowthWorks HR.

Benefits

Medical ($300/mo min), 401(k) match, life/AD&D/LTD insurance. Fully transparent, no markups.

HRIS Platform

Per-employee license for payroll access, time tracking, benefits admin, and digital onboarding.

GrowthWorks HR vs. doing it yourself

Payroll providers process checks. GrowthWorks HR builds the infrastructure your practice needs to scale.

DIY / Payroll Only
You're on your own
Handles payroll. That's about it.
Payroll processing
Fortune 500-level benefits
Dedicated HR Business Partner
Compensation strategy
Performance management systems
Advisor transition & M&A HR support
Advisor-specific HR expertise
~
Solo 401(k) eligibility retained — Depends
✦ Recommended
GrowthWorks HR
Full-stack HR built for advisory firms.
Payroll processing
Fortune 500-level benefits (Capital Blue Cross, The Standard)
Dedicated HR Business Partner
Compensation strategy
Performance management systems
Advisor transition & M&A HR support
Advisor-specific HR expertise
Solo 401(k) eligibility retainedunder our EIN