Advisor Consulting, LLC

A Proactive Approach to Create the Ultimate Advisory Practice

Fee Structure


Our consulting fees fall into two categories:

Individual Advisor - $500 per month
Team of Advisors (2 or more FAs) - $800 per month

  • Minimum of a WEEKLY 30 minute phone call
  • Minimum 24 hour response time
  • Accessible by telephone and email in-between calls
  • NO CONTRACT – we work with you on a month-to-month basis


If you are a Manager that is interested in utilizing us as a resource for your advisors, there will be NO FEE to present to your office / complex. We will absorb all costs associated with travel. We look forward to the opportunity of helping you and your advisors!

We are available for conferences, as well as coming to your office / complex for speaking engagements. We cover a wide variety of topics:

  • Referral Generation: Effective approach to asking for referrals and creating advocates
  • New Business Development: The most effective strategies to grow your practice
  • Proactive Service Model: from segmentation to designing how your clients want to be serviced to utilizing your contact or CRM system
  • Sales Process & Tracking: Effective strategies to closing business and identifying effectiveness of sales process
  • ETC……….

COST: $2500* per visit (roughly 40 minute presentation for each, then Q&A) *this does not include travel costs

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