We are now enrolling individual advisors in our major medical insurance plans, with savings up to 50% versus the open market, including HSA-eligible plans. Available in ALL 50 STATES. Visit AdvisorHealthPlan.org for INSTANT rates.

Members Hill Meeting


Our Members

FSI is comprised of independent financial advisor members and independent financial services firms who are committed to creating a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial advisors.

FSI Memberships

Financial Advisors

Membership in FSI is an investment in the future of your business. In addition to our advocacy on your behalf, if you’re a financial advisor, here’s what’s in it for you:

  • Events and education including the FSI Forum, Capitol Hill visits and webinars.
  • Access to the FSI CoveredAdvisor Benefits Program, which includes health, disability, term life and critical illness & accident insurance, as well as discounts on a number of products and services.
  • Advocacy tools including ready-to-send letters to legislators and regulators, issue briefings and more…

Advisor Staff Employees

FSI Advisor Staff Employee membership is open to all staff who are not financial advisors in FSI advisor member offices. Staff member benefits include:


If you’re a firm home office executive, here’s what’s in it for you and your home office employees:

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.

Who to Contact

Kevin Whitehead
Vice President, Business Development
(770) 980-8497