RIA Command Center — Pricing & Forecast

Internal model · gb wealth / weareninetytwo · June 2026

Recommended price menu

Line item	Starter	Growth	Firm / Enterprise
Platform (per advisor / mo)	$249	$449	$349/seat*
Microsite + assessment funnel	✓	✓	✓
Lead dashboard + scoring	✓	✓	✓
Marketing ROI + UTM tracking	Basic	✓	✓
Nurture + abandon emails	—	✓	✓
Firm rollup + clone template	—	—	✓
Guardrail AI copy scanner	Limited	✓	✓

*Firm tier: $1,499/mo base includes 3 seats; +$299/additional advisor

One-time & add-ons	Range	Notes
Site build & launch	$2,500 – $5,000	Template clone, brand, DNS, Resend, tracking
Custom copy / compliance review	$1,500 – $3,000	Optional
Care plan (hosting + updates)	$149 – $249/mo	Per site; often bundled in Growth
SEO retainer	$1,000 – $3,500/mo	Local SEO, GBP, content, technical
Ad management	$750 – $1,500/mo	+ 15% of ad spend; spend is client-funded
Ad media budget (pass-through)	$500 – $5,000+/mo	Client pays Meta/LinkedIn directly or via you

Suggested beta offer — prove ROI before firm-wide rollout:

$0 platform for 3-week pilot (or $499 setup only)
After pilot: $449/mo Growth + $3,500 build (waived if signed within 30 days)
Optional week-2 ad test: $500 media + $750 management

$94KYear 1 conservative
10 advisors avg $449/mo + setups

$420KYear 2 moderate
40 advisors + 12 SEO clients

$1.2M+Year 3 scale
80 advisors + SEO + ads mgmt

Scenario	Advisors	Platform MRR	SEO clients	Ads mgmt	Setup fees	Est. ARR
Pilot only	1	$449	0	$0	$3,500	~$9K
Year 1 conservative	10	$4,490	2 × $1.5K	3 × $1K	$25K	~$94K
Year 2 moderate	40	$17,960	12 × $2K	8 × $1.2K	$60K	~$420K
Year 3 scale	80	$35,920	25 × $2.5K	20 × $1.5K	$100K	~$1.2M

ARR = (Platform + SEO + Ads mgmt) × 12 + one-time setup. Ad spend pass-through not included (revenue is mgmt fee only).

Metric	Target
Your cost to serve (Vercel, DB, Resend, support)	$15 – $40/mo
Gross margin on $449 platform	~90%+
Break-even on $3,500 build	~8 mo platform
Client LTV (3 yr, platform only)	~$16,200
Client LTV (platform + SEO + ads, 3 yr)	~$55K – $90K