Clear prices. No setup fees. No long contracts.
Start with the free audit. Then pick Gro to grow, Shield to protect, or both.
Bring in new clients.
Take Gro Ads, Gro Search, or both. Shield Lite is included either way.
Managed ad campaigns
Google and Meta ads that bring prospects to you, with follow-up handled.
Minimum fee $750/mo. Minimum ad budget $1,500/mo, paid by you directly to Google and Meta.
- Pick from six ready-made campaign offers
- Ads written, targeted and improved every month
- Your own landing page with booking
- Text and email to every lead within 90 seconds
- Follow-up with every lead for 90 days
- CCO approval before launch
- Weekly report, monthly review
- Shield Lite included
SEO and AI visibility
Show up on Google and get named in ChatGPT, Gemini and Perplexity answers.
Flat fee. No ad spend needed.
- Starting audit and 90 day plan
- Website and technical fixes
- Monthly content, approved by your CCO
- AI answer tracking and improvement
- Google Business Profile and local listings
- Authority building from finance publications
- Re-audit every 90 days
- Shield Lite included
Make sure every referral still calls.
See where you stand
Your score, your gaps and a plan. One per firm.
In your inbox in one business day.
- Score out of 100 across five areas
- Top fixes ranked by impact
- What AI says about advisors near you
- How you compare locally
- Compliance items for your CCO
Monthly monitoring and fixes
We watch your online presence and fix what breaks.
Or $2,490 a year, two months free.
- Fresh score every month
- Same-day alerts when something breaks
- Monthly AI answer tracking
- Listing, profile and review upkeep
- Quarterly report for your CCO
- Monthly allowance of hands-on fixes
One agreement for every firm in your network.
| Plan | Price | What is included |
|---|---|---|
| Free check of every firm | Free | Before our first meeting, we score every firm in your network and show you which ones need help first. |
| Shield for all your firms | $99 to $149 per firm/mo | Every firm gets Shield: a monthly score, same-day alerts and fixes. You get one page showing all your firms ranked, so you know who needs help. Yearly agreement, 10 firms or more. The more firms, the lower the price per firm. |
Questions before you choose
Is there a setup fee or a long contract?
No setup fee on any plan. Gro and Shield are month to month. Network plans are annual.
Who pays for the ads?
You do, directly to Google and Meta, so you always see exactly what was spent. We never mark up your ad budget. Our fee is 20% of that spend, with a $750 monthly minimum.
How soon will I see results?
Gro Ads usually brings first leads within 30 to 60 days of launch. Gro Search builds over 4 to 9 months and keeps working after that. Results depend on your market and starting point, and we do not guarantee leads or rankings.
How does compliance approval work?
Every ad, landing page, email and article goes to your CCO before it goes live, and we keep a dated record of each approval. Nothing is published without a yes from your firm.
Does AdvisorGro make my firm compliant?
No. We build with the SEC Marketing Rule in mind and flag items for your CCO, but we do not give legal advice or approve marketing on your behalf.
Can I start with Shield and add Gro later?
Yes. Many firms fix the basics first with Shield, then add Gro Ads or Gro Search when they are ready to grow.
Do you sell leads?
No. Every lead comes from your own campaigns, your own page and your own name. We never resell prospects.
Not sure which plan fits? Start with the audit.
It ends with a clear recommendation for your firm.