Fractional Support
Flexible monthly support for advisors growing their practice.
- 20 hrs/month $1,100
- 40 hrs/month $2,000
- One-time placement fee – $1,000
- Best for:
✓ Light workflow needs
✓ New or scaling firms
Dedicated Scale Support
A consistent assistant committed to your firm every week.
- 60+hrs/month $2,950/month
- 100+hrs/month $4,800/month
- 160 hrs/month $7,520/month
- One-time placement fee – $1000
- Best for:
✓ Advisors replacing CSA
✓ Steady, recurring workload
Retainer Plan
High-capacity support with flexibility and rollover hours.
- 80 hrs /rollover $3,900
Delivered over 1–3 month - One-time placement fee – $1,000
- Best for:
✓ Flexibility
✓ Some months heavier than others
