Pricing.
A fraction of what you’d pay elsewhere.
Because we’re not in it for the transaction. We’re in it for what comes after.
Succession help is usually priced as a percentage of everything you spent a career building — and the relationship tends to end at closing. We do it the other way around. The match is a flat fee, paid gradually across the search instead of all at once, and our support continues long after the handoff is done.
What It Costs
Three programs. Three simple prices.
No percentages. No commissions. No surprises.
For Advisors Passing the Torch
Ritz Stevens Next Destination℠
$5,500 flat
$550/month, credited to your total
What’s included:
✓ Succession consulting at no charge
✓ Valuation and structure guidance
✓ Matching with vetted successors
✓ Support through the transition
✓ Continued guidance for your firm
Retainer payments are fully credited toward the $5,500 total and are non-refundable. Full terms are in your services agreement, or give us a call.
For New and Breakaway Advisors
Ritz Stevens Launch℠
$1,100 /mo
Everything you need to grow:
✓ Support
✓ Marketing
✓ Community
✓ Consulting
✓ Coaching
✓ AI Coaching
Monthly membership. No revenue share, no equity stake, no long-term contract. For specifics refer to your Pricing Guide or give us a call.
For Established Firms
Ritz Stevens Full Desk℠
$2,500 /mo
What you get every month:
✓ Sales call coaching
✓ A written sales process
✓ Target marketing assist
✓ Vendor and pricing findings
✓ Custodian fit review
✓ Annual valuation review
Monthly retainer. Three months to start, then month to month. No revenue share, no equity, no percentage of anything.
Why It Costs Less
We’re in it for the long haul
A traditional broker is paid at closing. Once the papers are signed the relationship is over — and the price reflects that, because a single fee has to be worth a career’s worth of work.
Ritz Stevens is built the other way around. Matching you with the right successor is the beginning of our involvement, not the end of it. When a retiring advisor steps away, we stay — guiding the successor, protecting client relationships, and helping the firm grow into its next chapter.
That is why we can charge a fraction of what you’d pay elsewhere. We don’t need to take a piece of your life’s work up front, because our success is measured over years — not at a single closing.
What This Means For You
Whichever side you’re on
If you’re passing the torch
You’ve spent decades building something worth protecting. We start the moment you engage us — planning the succession, valuing the practice, and structuring the handoff — for a modest monthly retainer that’s fully credited toward your total cost. The balance comes due only when we deliver what you came for: the right successor and a signed letter of intent. And when you step back, the firm doesn’t lose its footing, because we’re still there.
If you’re stepping up
Ownership shouldn’t require starting from zero or writing a check you can’t afford. For $1,100 a month you step into an established practice with clients, systems, and reputation intact — plus marketing, consulting, coaching, and a network of advisors who have done this before. That support is the difference between inheriting a firm and successfully leading one.
Ready to talk numbers?
Whichever side of the handoff you’re on, the first conversation costs nothing.