Transparent pricing. No minimums. One dedicated admin.

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.

Dedicated Administrative Support

Choose which Service Level fits your business best.

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.

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.

Paraplanning Support

Choose from on-demand or pay-for-plan.

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.