Transparent pricing. No minimums. One dedicated admin.
Dedicated Administrative Support
Choose which Service Level fits your business best.
Essential
$35 per hour
For advisors who need dependable day-to-day support.
This tier covers basic administrative tasks like scheduling, inbox management, CRM updates, and processing standard service requests such as move-money tasks and client communication follow-ups.
Standard
$40 per hour
For advisors who need hands-on client service and back-office processing.
Includes everything in Essential, plus account openings and transfers, meeting prep, paperwork and form handling, RMD tracking, basic trading support, and more involved client data maintenance.
Premium
$45 per hour
For advisors who want full-spectrum support—including specialized skills.
Includes everything in Standard, with the added benefit of financial planning assistance, marketing assistance, new business with third-party custodians, and advanced task coordination tailored to your firm’s unique needs.
Paraplanning Support
Choose from on-demand or pay-for-plan.
On-Demand
$65 per hour
For advisors who want high-quality plan preparation without sacrificing their time.
Our paraplanning services include data entry and clean-up, scenario modeling, presentation building, and advisor education. Our CFP® professionals organize client data, build out retirement and cash flow projections, and prepare polished plan deliverables — all within your preferred planning software. You’ll also get guidance on how to present plans effectively so you can walk into every meeting confident and prepared.
Pay-for-Plan
Starting at $600 per plan
For advisors who want a complete financial plan delivered, start to finish.
This option is ideal when you need a full, white-glove plan built for a client — no heavy lifting required on your end. From gathering and organizing client data to modeling scenarios, building recommendations, and creating the final presentation, we handle it all. You’ll receive a fully prepared, client-ready plan built in your preferred software, complete with talking points and insights so you can walk into the meeting with total confidence.
Custom Agreements
Create a custom agreement for your unique needs.
RIA Support
Service Level of your choice.
Build your own internal support program powered by The Admin Collective.
Transition Support
$50 per hour
For administrative support with transitioning books of business to new broker dealers.