Transparent pricing. Flexible terms. One dedicated admin.
Essential
$40 per hour
For advisors who need dependable day-to-day support.
This tier covers foundational administrative tasks such as scheduling, inbox management, CRM updates, client follow-ups, and processing standard service requests like move-money and updating basic client data.
Dedicated Administrative Support
Choose which Service Level fits your business best. Starting at 20 hours per month.
Standard
$45 per hour
For advisors who need hands-on client service and back-office processing.
Includes everything in Essential, plus account openings and transfers, meeting preparation, complex service requests, coordination with compliance, CRM workflow management, and more.
Premium
$50 per hour
For advisors who want full-spectrum operational support with specialized skills.
Includes everything in Standard, plus financial planning data entry, trading assistance, RMD management, marketing assistance, new business with third-party custodians, and advanced coordination across multiple advisors or custodians.
On-Demand
Starting at $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.
Paraplanning Support
Choose from on-demand or pay-for-plan.
Pay-for-Plan
Starting at $300 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
$55 per hour
For administrative support with transitioning books of business to new broker dealers.