Every financial advisory firm has its unique needs for paraplanning services.
Choose one of 3 Pricing Plans that fits your firm’s needs
As Needed
Some firms may only need occasional assistance with their financial planning activities
Minimum Hours per Month
Other firms may need minimal assistance on a regular basis
Ongoing Paraplanning
A firm with routine growth in their client base requires ongoing services every month
Hourly Flat Fee Pricing
As Needed
Hourly Rate $60
No Contract
On demand as needed
Minimum Hours Per Month
Hourly Rate $55
Contract
20 hours min/month
Ongoing Paraplanning
Hourly Rate $50
Contract
40 hours min/month
VJS Planning 