Transparent Pricing.
Long-Term Partnerships.
Predictable Support.
At Carter Sable, we believe that high-quality paraplanning support should come with absolute clarity. Our fee structures are designed to be transparent and predictable, allowing financial advisory firms to plan their growth with confidence while building a sustainable, long-term partnership with a trusted technical ally.
One-Off Project Pricing
New firms typically start with a single, clearly scoped piece of work, such as a suitability report or technical review, to experience our quality, communication and turnaround times before committing to a retainer. Every project is priced on a fixed-fee basis agreed in advance, ensuring complete transparency with no surprises.
Retainer Model for Ongoing Support
Once you are comfortable with our workflow and communication, most firms transition to a retainer model. This provides structured support, priority access, and predictable monthly costs tailored to your specific case mix and technical requirements.
01
Predictable Costs
Establish a set range of hours or reports per month to ensure your budget is managed with complete transparency and no unexpected overrides.
02
Priority Access
Retainer clients benefit from guaranteed capacity and faster turnaround times, ensuring your pipeline remains fluid even during peak periods.
03
Tailored Workflow
Our retainers are reviewed regularly and adjusted to match your firm's evolving volumes and technical complexity, maintaining a perfect fit.