Pricing

Not just software.
An entire operation.

One signal engine, three tiers of engagement. Wealth-specific targeting, creative production, media placement, and Series 65-licensed compliance review — under one retainer, no markup. The depth of intelligence scales with the tier.

Hiring in-house
$180K+
Base salary alone for two qualified CSAs in a major metro — before benefits (~$50K), recruiting costs, tools, or the 6-month ramp to productivity.
Generalist backgrounds — marketing is a side task, not the job
Benefits, payroll taxes, PTO add 30–40% to base salary
No proprietary data, no signal infrastructure, no media buying expertise
Ad platforms, creative tools, and media spend are all additional costs
Paithos FiND Growth
$87K/yr
A specialized marketing team with purpose-built infrastructure for wealth advisors — signal engine, creative, media management, and compliance review under one retainer.
Signal engine spanning 39+ wealth-specific signals — life-stage shifts, liquidity moments, executive transitions, regulated disclosures
Creative, media placement, and marketing rule compliance review — all included
No benefits, no recruiting, no management overhead — just outcomes
One invoice, one team, producing from day one

Choose the scope that
fits your practice.

Monthly Annual Save 15%
Traction
$3,000
per month · service retainer
$2,500/mo billed annually · save 15%
1
channel
4
variants/mo
One actively managed channel, swappable based on data. Segment-level signal engine targeting and marketing rule compliance review on every asset.
1 channel, swappable based on data
1 new base campaign/mo + rollover
4 creative variants/mo
Segment-level signal engine targeting
Marketing rule compliance review
Monthly performance report + strategy call
Talk to us →
Recommended
Growth
$8,500
per month · service retainer
$7,250/mo billed annually · save 15%
3
channels
FiNDid
individual signals
Up to three concurrent channels with real-time reallocation, plus individual-level signal engine (FiNDid) surfacing named prospects at moments defined by high-signal events.
Up to 3 active channels, real-time reallocation
1 new base campaign/mo + rollover
8 creative variants/mo
1 landing page or lead magnet/quarter
8-15 named individuals via FiNDid
Segment-level signal engine targeting
Marketing rule compliance review
Biweekly performance report + strategy call
Talk to us →
Scale
From $25,000
per month · custom engagement
For multi-advisor practices & RIAs over $1B AUM
Multi
advisor coord.
FiNDid+
priority delivery
Everything in Growth, scaled to coordinate across multiple advisors and protected by exclusive representation in your niche and metro. Priority signal delivery and a dedicated account lead.
Multi-advisor coordination
Priority FiNDid signal delivery
Exclusive representation in niche + metro
Marketing rule compliance review
Custom signal development
Weekly performance report + strategy call
Dedicated account lead
Quarterly business review with founder
Contact us →

Marketing rule compliance review covers SEC Rule 206(4)-1 and NASAA model rule alignment. Creative variant counts reflect tested permutations across headlines, copy, imagery, and audience cuts — produced from original creative concepts and iterated based on performance data.

Currently accepting a founding cohort — a limited number of RIAs in our launch window.

Contact us for details →

A generalist agency vs. FiND.

Most agencies serving wealth advisors don't run rigorous A/B testing, lack fluency in the regulatory language, and have no access to wealth-specific signal data. The contrast plays out across each operational dimension.

 
Generalist agency
FiND
01
Compliance review is your CCO's problem.
Marketing rule review built into every creative.
02
Generic ICP research, set once.
Wealth-specific signal engine, continuously refining.
03
Undifferentiated platform targeting.
Targeting informed by wealth signal data.
04
One creative, run for months.
4–16 variants/mo, systematic A/B testing.
05
"Data-driven" as marketing language.
Data-driven as operational methodology.
06
You build your own prospect lists.
FiNDid delivers research-enriched briefs.
07
Doesn't understand wealth.
Built exclusively for wealth advisors.

What's in scope — and what isn't.

The work this retainer covers — and the adjacent services that fall outside it. Stated explicitly to ensure alignment from day one.

In scope

What the retainer covers

Paid media on Meta, LinkedIn, Google
Creative production — display, video, copy
Marketing rule compliance review
Signal-driven segment targeting
Signal-driven individual prospect briefs (FiNDid, Growth and Scale)
Conversion tracking, performance reporting, attribution
Out of scope

What we don't take on

Email marketing campaigns to existing lists
Organic social media management
Webinar production
SEO content production
Custom website development beyond conversion landing pages

Commitment & cancellation.

Direct terms designed for clarity from both sides — what's required and what to expect at every stage.

Month-to-month

3-month minimum, then open

3-month minimum commitment, with 30 days' notice to cancel thereafter. The minimum ensures the signal engine has sufficient runway to produce meaningful performance data before either party makes a decision.

Annual

12 months for 15% off

12-month commitment for 15% off, billed monthly. Early termination requires 60 days' notice and payment through the end of the notice period at the standard monthly rate, plus a return of the cumulative discount applied year-to-date.

No setup fee.

A note on media spend.

Media spend lives on your accounts. FiND charges no markup, takes no commission, and issues no media invoices. You see one line item from us — your retainer — and separate platform invoices for media.

Actual recommendations are calibrated during onboarding and revisited on each strategy call. Ranges below reflect what typical clients allocate at each tier.

Traction
$2K–5K/mo
Typical client media spend at this tier
Growth
$5K–15K/mo
Typical client media spend at this tier
Scale
$15K–30K+/mo
Typical client media spend at this tier

Every engagement includes the full operation.

Every retainer includes a team that handles the full marketing process — research, creative, placement, and optimization — so you can focus on advising.

Signal Engine
We find the right people
Proprietary signal engine maps and ranks populations against your ICP across 39+ wealth-specific signals — life events, liquidity moments, executive transitions, professional network shifts, and event-driven news. A live targeting engine, not a static list.
Creative Production
We craft the message
Ad creative, outreach copy, and landing pages — all produced in-house. The same engine that targets your audiences also generates messaging hypotheses informed by which signals are firing strongest in each subsegment.
Media Placement
We place it where they are
Meta, LinkedIn, Google, programmatic display — managed and reallocated in real time. We handle the platforms, the bidding, and the budget allocation. You never need to touch an ad manager.
Optimization
We make it better every week
Performance data feeds back into signal weights, segment definitions, and creative direction. Signal weights adjust as outcomes accumulate. Segments evolve. Creative iterates. A continuous input system, not a static research artifact.
Strategy
Regular calibration, not set-and-forget
Recurring strategy calls — monthly (Traction), biweekly (Growth), weekly (Scale) — to review performance, pipeline quality, and align on goals. Your feedback directly shapes the next round of creative and targeting.
Compliance Review
Series 65-licensed review on every creative
SEC Marketing Rule (Rule 206(4)-1) and NASAA model rule alignment on every asset before it ships. Reduces review cycles and back-and-forth with your CCO.

The advisor marketing gap is real.

Most advisors know they need better marketing. The data shows just how wide the gap is — and why the firms that invest in structured outreach pull ahead.

0%
of advisor marketing spend is the advisor's own time, not hard dollars
Kitces Research, 2024
0%
of heirs plan to change financial advisors after inheriting their parents' wealth
Cerulli Associates, 2025
0%
of advisors with a defined marketing strategy saw inbound requests rise
Broadridge, 2024

Case studies.

In progress
Founding cohort results coming soon.
We are currently engaging a founding cohort. Named case studies and outcome data will be published here once each engagement has matured.

Questions we hear from advisors.

How is this different from a typical marketing agency?+
Most agencies serving wealth advisors don't run real A/B testing, don't speak the regulatory language, and don't have access to wealth-specific signal data. FiND is built exclusively for this market. Our proprietary signal engine maps and ranks populations against each advisor's defined ICP across 39+ wealth-specific signals. The same engine shapes creative direction, so audience definition and messaging operate as a single continuous system. Even at the entry tier, Traction delivers all three — A/B testing, regulatory fluency, and wealth signal data — that generalist agencies don't offer.
How does ad spend work?+
Media spend lives on your card, in your ad accounts, paid directly to LinkedIn, Meta, Google, and any other platform we activate. We operate with admin access, optimize and reallocate in real time across your active channels, and never invoice you for media or take a markup. You see one line item from us — your retainer — and separate platform invoices for media.
How quickly will I see results?+
Campaigns typically launch within weeks of the discovery call. Engagement data — impressions, click-through, cost per lead — starts arriving immediately. Pipeline development varies by practice, channel mix, and ICP density; the first quarter is generally spent letting targeting and creative find their footing through systematic A/B testing. Wealth advisor prospects rarely engage on a single touch, so the system is designed to compound over time rather than spike early.
What makes Growth worth the step up from Traction?+
Three differences. Channels: Traction runs one at a time, swappable based on data; Growth runs up to three concurrent with real-time reallocation. Granularity: Traction targets at the segment level; Growth adds FiNDid — named individuals surfaced at high-signal moments, with compliance-cleared outreach copy. Output: more creative variants per month, a quarterly landing page or lead magnet, and biweekly strategy calls instead of monthly.
What does the marketing rule compliance review cover?+
Every creative is reviewed by a Series 65-licensed founder before it ships. Review scope covers SEC Marketing Rule (Rule 206(4)-1) and NASAA-aligned state rules. Firm-level compliance and state-specific overlays (where states diverge from the NASAA model) remain with your CCO. We do not act as your firm's Chief Compliance Officer or assume liability. CCOs should still review all content. The operational benefit: reduce review cycles and compliance back-and-forth. Every creative arrives at your CCO already aligned with the marketing rule — fewer rejections, faster approvals, no more 5-round revision threads.
Is the data sourcing compliant?+
Yes. FiND operates within SEC Marketing Rule requirements and applicable data protection laws. Signal inputs are drawn from a combination of public records, regulated disclosures, and licensed data — and reviewed for compliance before being operationalized into targeting or outreach.
What's the commitment and cancellation policy?+
Month-to-month: 3-month minimum commitment, 30 days' notice to cancel thereafter. Annual: 12-month commitment for 15% off, billed monthly. Early termination requires 60 days' notice and payment through the end of the notice period at the standard monthly rate, plus a return of the cumulative discount applied year-to-date. No setup fee.

See if we're the
right fit.

One call. We'll walk through your practice, your goals, and what the first month would look like.

Schedule a call → See how it works