One engagement, end to end.
Engagements start at $3,500 a month. We take on a limited number of advisory firms and handle their SEO completely: search, AI search, content, authority, local, reputation. Two things move the number: the size of your firm and how many locations you need to rank. The service list never does.
$3,500/mo
Scales with firm size and number of locations. Never with the service list.
- Scope
- One location, one team
- Includes
- Every capability, end to end
- Billing
- Monthly, no setup fee
- Capacity
- Limited client list
You leave the first call with a number
Two variables. Not a menu.
Every engagement does the same work. The price reflects how much of it your firm needs, and that comes down to two things you already know about your own business.
Firm size
A small team and a multi-location enterprise RIA need different amounts of work to own their market. More advisors means more people to build authority around, more pages to rank, and more content to publish. The retainer scales with the firm.
More advisors, more to rank higher retainer
Number of locations
Every office is its own local market: its own Google Business Profile, its own map pack, its own near-me searches to win. One location starts at $3,500. Each additional location adds to the scope, and the number.
Each office is a local market higher retainer
The service list is never the price
Search visibility fails in the gaps between disciplines. A firm that buys links without content, or content without technical work, ends up paying for a piece and blaming it when the rest holds it back. So we do not sell pieces. Every engagement includes all of this.
No tiers · No add-ons · Nothing to configure
- Technical SEOIncludedSite health, speed, crawlability, schema
- On-page and content SEOIncludedPages built to rank for the searches your clients make
- AI search optimizationIncludedChatGPT, Perplexity, Gemini, Google AI Overviews
- Content strategy and productionIncludedWritten for compliance review
- Link building and digital PRIncludedAuthority from real finance publications
- Google Business ProfileIncludedManaged for every location
- Reputation and reviewsIncludedInside SEC marketing-rule constraints
- Reporting and accessIncludedBooked-meeting terms, direct line to the team
Price it like an investment
One retained client, one year of work, and the lifetime fee revenue covers the engagement more than twice over. And the rankings, pages, and citations keep producing after you stop paying for them.
$42,000
Twelve months at the $3,500 starting point.
~$10,000/yr
Typical advisory fee on a $1M-AUM relationship.
10+ yrs
A typical advisory relationship, often longer.
2.4×
$100,000 in lifetime fees against $42,000 invested.
Illustrative, not a projection or guarantee. Want your own numbers? Run the calculator
From first call to a number
No proposal deck, no discovery phase billed separately. Scoping takes one conversation.
- 01
Tell us about the firm
Headcount, offices, and where you are today. That is all the scoping needs.
- 02
Leave the call with a number
One monthly figure. No tiers, no add-ons, nothing to configure.
- 03
We take it from there
One team accountable for the whole result, and a monthly report that says what the work produced.
Asked and answered
Anything not covered here, ask on the call. We would rather answer it before you sign than after.
Why publish pricing at all?
Because you'd ask anyway, and because transparency filters well. Firms that see $3,500 a month and think 'investment' are the firms we do our best work for. If that number reads as an expense, we're probably not the right fit yet, and that's useful to know before a call.
Can we hire you for just one piece, like link building or Google Business Profile?
No. We handle SEO end to end or not at all. Rankings depend on technical health, content, authority, and local signals working together, and a firm that buys one piece usually ends up blaming that piece when the others hold it back. One engagement, one team accountable for the result.
Why do you limit the number of clients?
Because senior people do the work, and senior people do not scale. A restricted client list is how the person on your monthly call is the same person making decisions about your site. It also means we say no to firms we could not serve well, including competitors in a market we already work in.
What does a multi-location firm pay?
It depends on how many offices you need to rank and how large the firm is. A two-office firm is not double a one-office firm, because the technical and authority work is shared. Tell us the locations and the headcount on the first call and you will leave with a number.
Is there a setup fee?
No setup fee. The retainer covers the ongoing work. Project work like a full Living Site build is scoped and quoted separately, so you see the number before anything starts.
When will we see results?
Rankings typically start moving in 2–3 months. Consistent lead flow takes 12–18 months. We say this before you sign, because the number one failure mode in SEO is quitting at month five, right before the compounding starts.
Do you guarantee rankings?
No, and be cautious of anyone who does. Google and the AI platforms don't sell guarantees to anybody. What we offer instead is a track record, named case studies, and monthly reporting honest enough that you always know what the work is producing.
Every day you’re invisible, another advisor gets the call
Advisors only · Since 2010 · Limited active client list