Part Time Remote Assistants
Skilled Assistants with Packages Starting at 20 Hours Monthly to Custom Monthly or Retainer Packages
Full Time Assistants
Skilled Assistants for Full Time Administrative or Operations Needs as a 1099 Independent Contractor or In-House Employee
Elite Extended Services
Skilled Assistants on Multiple Platforms for RIAs and Ultra High Net Worth Divisions
Orion; Black Diamond; Advent; CAIS; LaserFiche; +Subscribe
Platforms
Fidelity; Schwab; Clientworks; Pershing; Wealthscape; NFS; Raymond James
CRMs and Financial Software
Redtail; Salesforce; Wealthbox; Orion; Riskalyze; Right Capital; Emoney; Docusign; Microsoft
Executive Search
Search for Executive Level Placements of Financial Advisors; Operation or Practice Manager
Core Competencies
We screen and identify the technical skills, industry knowledge, and soft skills that are critical to your organization.
Automation
We use tools to automate tasks like workflows; calendar management; appointment setting; email outreach
Our Assistants manage $10,150,556,475.00(billion) in Assets for our Advisors
2025 Packages and Prices
CORE
$1,000
20 HOURS MONTHLY
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
CUSTOM
$2,900 up
STARTING AT 60 HOURS MONTHLY – 15Hrs/Week
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
ELITE
$1,100 up
STARTING AT 20 HOURS MONTHLY -ALL PLANS
- RIA Multi Platforms
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
RETAINER
$3,900
80 HOURS TO BE USED OVER 1-3 MONTHS
- Hours Roll Over – Flexible
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
EXECUTIVE ASSISTANT & SCHEDULER
$900 up
STARTING AT 20 HOURS MONTHLY
- Minimum 20 Hours Monthly
- Non Financial Related Tasks
- One Time Placement Fee of $1000
- First Month and Placement Fee Due to Initiate Services
TRANSITION TEAM
$4,000 up
80 HOURS TO BE USED OVER 1-3 MONTHS
- Advisor Transition or Repapering
- Teams Available
- 7 Days a Week
- Additional Hours Can be Added
DIRECT HIRE OF ASSITANT OR ADVISOR
$8,000
TEMP TO HIRE
- Start our working with an Assistant as a 1099 Independent Contractor through RAR
- Option to Hire Direct at any time
PARAPLANNER OR FINANCIAL PLANNER
$55- $70 PER HOUR
20 HOURS A MONTH MINIMUM
- Paraplanner $55/hr Financial Planner $70 per hour
- Money Guide Pro; Naviplan; Wealthvision; Right Capital
