Pricing
What it costs, written down.
Two families. Forge is the reviewed engagement with a written report. Edge is the lighter, self-serve benchmark. Pick the row that matches what you need.
Investment Adviser Simple
Forge$6,500
one-time
Founding rate for our first 5 clients: $4,500
Book a walkthroughCompliance Review
ForgeUnder $1B
$36,000
per year
Founding rate for our first 5 clients: $21,000
Book a walkthroughCompliance Review
Forge$1–5B
$54,000
per year
Founding rate for our first 5 clients: $30,000
Book a walkthroughCompliance Review
Forge$5–25B
Starts at $102,000*
per year
Founding rate for our first 5 clients: $60,000
Book a walkthrough*Plus an increment for each additional $5B in assets; quoted.
Forge
A structured review of your public site against the rules that apply to it, read by a person before it reaches you, delivered as a written report with a citation on every finding.
Edge
Self-serve, peer-benchmarked visibility. Advisers are compared within their metro area; banks and credit unions within their asset tier and state. Peers are described by market, never named.
There is no signup and no payment on this site. Every option starts with a conversation, so we can tell you whether it is worth doing before you buy anything.
Not sure which row you are?
Tell us what you are registered as and what you are worried about, and we will point you at the right one — including if that is none of them.