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.
Custom Agreements
Create a custom agreement for your unique needs.
Enterprise Agreement
Service Level of your choice.
Build your own internal admin support program powered by The Admin Collective.
Transition Support
$55 per hour
For administrative support with transitioning books of business to new broker dealers.