FIN Partners

How payouts work

• No payout is released until the signed referral agreement and disclosure attestation are on file — payments accrue and release once complete.
• Active FIN Group clients may elect to take residuals as a credit against their own invoice instead of cash; non-clients are paid in cash.
• Lifetime residuals stay active for every partner type, subject to at least one qualified referral in a trailing 12-month period (software residuals have no activity minimum).
• Paid quarterly, after collection, on net revenue — pass-through state filing fees and third-party costs excluded.
• Clawback applies to refunds, chargebacks, and cancelled engagements.
• Deal registration required; 90-day attribution window from first introduction with a 24-month attribution tail.
• Discounted or promotional seats pay on amounts actually collected, not list price.
• Annual prepay pays the residual in the quarter collected — no amortization.
• Reseller and white-label partners receive wholesale pricing instead of residuals — one economic model per partner.
• New sister entities or affiliated funds are treated as fresh referrals at the Year 1 rate.
• Residuals are non-transferable on sale of the partner practice without FIN Group consent.
• Advisers and their supervised persons who receive compensation for referrals are engaged under a written agreement with the disclosures required by the SEC Marketing Rule (Rule 206(4)-1); we never pay for referrals of investment advice or investors.

Rates are indicative and confirmed in the partner agreement. Referral compensation is never contingent on regulatory outcomes, and FIN Group does not pay for solicited advisory business where prohibited by rule.