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Key Statistics

Minimum Client Size
Any Size
Total Customers Served
 
Most Popular Offerings
1. Traditional 401(k) Plan
2. 401(k) Plan
3. Roth 401(k) Plan
Founded
2009

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About

Advisor2X was launched in 2010 by Ross Marino, CFP®, CPFA, CeFT®, as Rekon Intelligence. We rebranded in 2019 to better represent our goal: to help advisors double their practice. Since 2010, we have hosted over 1,000 events, in...

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Clients

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