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How much do you charge?

Elite Advisor Marketing Group: Details coming late spring, early summer.

coming soon

Individual Consulting: For financial advisors that value having a CMO by their side, helping them grow their brand and expand their reach through in-depth activity and planning. This is 1-on-1 marketing consultation.


We'll get started with a discovery meeting—it's important that we're a good fit. Ongoing consultation is $600/month. Consultation engagements should be a 4-month commitment (minimum). 

As your 1-on-1 marketing consultant, I'll be active with you via email or text in-between meetings so that we stay on track.​​

Content Creation - On-going content creation is $3,600/month, which includes creating all of the content for your business: Social, digital, video, print, etc. 

That said, everyones business is different so it's important that we connect and get to know one another first. Let's talk, shoot me an
email 📧 
Who do I work with?
I work with high-performing financial advisors and financial industry solopreneuers.

If you're a boutique investment manager or small firm (< $5b AUM), visit for information about firm level marketing.
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