Wealth Advisor
Partnership Program
Independent • Fee-Based • Client-Side Aviation Advisory
A trusted, independent aviation advisory partner for wealth advisors and family offices who support clients flying privately.
A Note to Wealth Advisors & Family Offices
If you’re here, you likely support clients who already fly privately—or are actively evaluating private aviation.
You may have access to aviation vendors.
What most advisory firms lack is a trusted, independent partner who can help make sense of private aviation options without selling the client into a product.
That is where The Jet Merchants fits.
We work alongside advisors, not in place of them, providing objective aviation advisory and execution oversight so private aviation decisions align with broader financial and lifestyle objectives.
The Advisory Gap in Private Aviation
Private aviation is unlike most areas advisors oversee:
- Pricing is opaque and inconsistent
- Incentives are rarely disclosed
- Contracts are complex and non-standard
- "One-size-fits-all" programs rarely fit anyone
Even sophisticated clients struggle to answer fundamental questions:
- Should I charter, use a jet card, or consider ownership?
- Is this program actually efficient for my usage?
- Why do prices vary so widely for the same aircraft?
- Who is truly representing my interests here?
Advisors don't need another provider.
They need interpretation, documentation, and defensible recommendations.
Download: Financial Advisor's Guide to Private Aviation
Our Role: Independent Aviation Advisory
The Jet Merchants is a fee-based, vendor-agnostic private aviation advisory firm.
We do not:
- Sell aircraft
- Operate flights
- Push proprietary programs
- Accept undisclosed incentives
We exist to:
- Analyze aviation options objectively
- Translate complexity into financial context
- Provide clear, documented recommendations
- Support your client relationship—not compete with it
Think of us as the aviation specialist you don’t need to build internally.
How We Support You and Your Clients
Objective, Data-Driven Guidance
We evaluate the full spectrum of private aviation solutions—charter, jet cards, deposit programs, fractional ownership, whole aircraft ownership, and leasing structures—based solely on client usage, risk tolerance, and financial priorities.
Transparency and Alignment
Our advisory model is built on full fee transparency. No hidden economics. No conflicted recommendations. This clarity reinforces trust—with your clients and within your firm.
Client Confidence and Differentiation
By introducing independent aviation expertise, you elevate your value proposition without expanding internal complexity. Clients see thoughtful, disciplined decision-making—not product sales.
Your Role Never Changes
You remain the trusted advisor.
- You frame the financial strategy
- We handle the aviation nuance
- The client benefits from aligned decision-making
Our work is designed to make aviation decisions defensible, not discretionary.
The Foundation
PRIVATE CLIENT
Ongoing Aviation Advisory & Charter Oversight
PRIVATE CLIENT is our flagship service and the foundation of this program. It provides clients with a professional aviation desk—replacing fragmented charter booking, retail brokers, and inconsistent jet card usage with disciplined oversight and transparent execution.
This is how sophisticated private aviation actually works.
PRIVATE CLIENT is not a one-time engagement. It is an ongoing advisory relationship for clients who fly privately and value consistency, accountability, and clarity.
“This gives the client a professional aviation desk—not a broker.”
What PRIVATE CLIENT Provides
- Ongoing charter sourcing and execution oversight
- Operator-direct, wholesale pricing access
- Aircraft and operator vetting
- Trip-level advocacy (before, during, and after each flight)
- Strategic guidance on when charter, jet cards, or ownership makes sense
Partnership Structure
Tier I —
Advisor Access
PRIVATE CLIENT + Specialized Advisory (Client-Paid)
Allows advisors to introduce PRIVATE CLIENT as the primary aviation solution for clients who fly privately, with access to specialized advisory engagements as needed—without firm-level commitment.
- PRIVATE CLIENT (ongoing aviation advisory relationship)
- Jet Card Advisory (used selectively)
- Aircraft Management Placement RFPs
- Aircraft Ownership Advisory
Tier II —
PRIVATE CLIENT Enabled Across the Firm
Designed for advisory firms that want private aviation to be a supported, repeatable advisory capability across the firm—without building internal aviation expertise.
- Firm-wide access to PRIVATE CLIENT with reserved capacity
- Structured jet card advisory availability
- Standardized intake, evaluation, and documentation
- Advisor education and internal consult support
Tier III —
PRIVATE CLIENT at Scale + Firm-Wide Aviation Governance
Designed for select advisory firms seeking a comprehensive, outsourced aviation advisory function—centered on PRIVATE CLIENT execution and firm-wide aviation governance.
- Reserved PRIVATE CLIENT capacity for top-tier clients
- An outsourced aviation advisory desk for complex cases
- Ownership and asset oversight for aircraft-owning clients
- Curated advisor education and aviation governance alignment
Download: Financial Advisor's Guide to Private Aviation
A practical, advisor-focused guide covering:
- The full spectrum of private aviation options
- How and when to introduce aviation to clients
- Common myths (empty legs, apps, "best" programs)
- Safety, pricing, and structural considerations
- Why there is no one-size-fits-all solution
Educational. Objective. Advisor-safe.
Invite Luis to Speak
Luis Garcia regularly speaks with advisory firms and family offices on:
- How private aviation actually works
- Where clients overpay—and why
- Structuring aviation decisions responsibly
- Best practices for advisors introducing private aviation
Let's Support Your Clients—Together
If private aviation is entering more client conversations—and it is—you don't need to become an aviation expert. You need the right one in your corner.