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.