Pricing
Simple Pricing.
Setup and Messaging Included.
Every plan includes onboarding, LinkedIn and email setup, and campaign messaging written for you. Pick the plan that matches the volume you want to reach, and move up as you grow.
Tier 1
The Associate
$3,500/mo
Solo advisors and small teams
Start with one campaign.
- Setup and campaign messaging done for you
- 500 targeted leads/month
- LinkedIn and email
- Automated follow-ups
- 1 campaign
Tier 2
The Senior Associate
$5,500/mo
Growing RIA and wealth management firms
More leads, more campaigns, faster results.
- Setup and campaign messaging done for you
- 2,000 targeted leads/month
- LinkedIn, email, Twitter/X
- 3 campaigns at once
- A/B testing
- Lead scoring
Tier 3
The Principal Agent
Custom
Multi-advisor firms
Built for your firm's volume.
- Setup and campaign messaging done for you
- High-volume leads
- Unlimited campaigns
- Multi-channel + Direct mail
- A/B testing + lead scoring
- Custom CRM sync
Included in every plan
We Set It Up. We Write the Messaging.
You tell us who you want to reach. Everything else to get campaigns live is handled for you, on every plan.
Onboarding call
We start with a call so your firm and your ideal client are clear from day one.
LinkedIn connected for you
We connect your LinkedIn account so you do not have to configure anything.
Email set up for you
We set up your sending email so your campaigns are ready to go.
Campaign messaging written for you
You tell us who you want to reach. We write the campaign messaging.
Full support
The JrAdvisor team supports you from setup through your live campaigns.
Compare
Every Plan, Side by Side
Setup and support are the same on every plan. The plans differ by volume and campaign tools.
| Feature | The Associate | The Senior Associate | The Principal Agent |
|---|---|---|---|
| Price | $3,500/mo | $5,500/mo | Custom |
| Best for | Solo advisors and small teams | Growing RIA and wealth management firms | Multi-advisor firms |
| Setup and onboarding call | Included | Included | Included |
| Campaign messaging written for you | Included | Included | Included |
| Support | Full support | Full support | Full support |
| Targeted leads per month | 500 | 2,000 | High-volume |
| Campaigns at once | 1 | 3 | Unlimited |
| Channels | LinkedIn and email | LinkedIn, email, Twitter/X | Multi-channel + Direct mail |
| A/B testing | Not included | Included | Included |
| Lead scoring | Not included | Included | Included |
| Custom CRM sync | Not included | Not included | Included |