STIFTA
Pricing

What it costs, in advance.

Three tiers. Same operation, different stages. The first five clients pay a founding-cohort rate in exchange for being the founding cohort. After those five seats are taken, the Beta rate is the entry point.

Founding Member

$97/ month
No setup fee. Six-month minimum.
For the first five advisors willing to be referenced in a case study after six months. We are betting on each other.
  • The complete fourteen-day build
  • The full monthly operation
  • Domain registered and routed at cost
  • Founding-cohort rate locked for life
  • Direct line to the founder for any request
  • Quarterly thirty-minute strategy review
Apply →

Beta

$247/ month
$497 setup. Three-month minimum.
For the next ten advisors. We are still refining the playbook, and you benefit from a lower rate than what comes after.
  • The complete fourteen-day build
  • The full monthly operation
  • Domain registered and routed at cost
  • Monthly performance review
  • Beta rate locked for twelve months
Get on the list →

Standard

$397/ month
$1,500 setup. Month-to-month thereafter.
For advisors who join after the first fifteen clients. The same operation, now stable and proven.
  • The complete fourteen-day build
  • The full monthly operation
  • Domain registered and routed at cost
  • Monthly performance review
  • No long-term commitment
Get on the list →
Authority tier

For firms ready to step into outbound growth.

Once your inbound is humming and you want to add layers — podcast guesting outreach, referral partner introductions to CPAs and estate attorneys, custom content for niche audiences — the Authority tier is built for that. It starts at $997 / month with a custom setup quote.

We do not lead with this tier. Most firms should not be there. If you are asking about it, we can talk.

What is not included

Compliance review by your firm's chief compliance officer or outside counsel. Paid advertising budget. Bespoke video production. Sponsored placements in financial media. Anything that requires you to file a new ADV amendment.

We can coordinate with vendors on any of the above. We do not mark them up.

Cancellation

Beta and Standard clients cancel with thirty days' notice after the minimum term. Your site, your domain, your content, your CRM data — all of it goes with you. We do not lock anything down. If the relationship is not working for you, holding the assets hostage would be a worse business than running the operation well.

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Five founding seats. If you want one, the next step is short.

Apply for founding →