Fractional CMO Pricing for Financial Advisors & RIAs
Strategy-first marketing leadership with implementation support, built to drive growth, improve ROI, and keep marketing moving.
CMO Alpha helps advisory firms bring strategy, execution, and accountability together under one flat monthly retainer, led by a marketing professional with 20+ years of experience in financial services.
20+ Years in Financial Services Marketing
ROI-Focused
Done-For-You + Strategic Oversight
Compliance-Conscious
Investment Range
Most ongoing engagements fall between
$3,500 to $10,000 / month
Based on firm size, complexity, internal capacity, and implementation needs.
Strategy-first leadership
Full implementation support
Flat monthly retainer
Typical Engagement Levels
These are starting points, not rigid packages. The right engagement depends on your firm’s complexity, growth priorities, internal capacity, and the level of hands-on implementation support needed.
Maintenance & Advisory
Starting at $3,500/mo
Strategic guidance
Basic execution & implementation
Planning & prioritization
Growth Leadership & Execution
$5,000–$7,500/mo
Positioning & campaigns
Website / funnel direction
Vendor coordination
Embedded Fractional CMO
$6,000–$10,000+/mo
Senior marketing leadership
30/60/90-day planning
CRM, automation & reporting
Strategic Deep Dive / Roadmap
$3,500–$5,000 one-time
Audit & strategy session
Priorities & roadmap
Quick wins
One Flat Retainer. More Strategic Value.
Many firms buy strategy, SEO, content, email, ads, and website work separately.
CMO Alpha brings these together under one strategic monthly retainer.
| Marketing Need | Typical Standalone Cost | With CMO Alpha |
|---|---|---|
| Expert marketing strategy | $250/hr | Included as part of your monthly retainer |
| Marketing strategy playbook | $4,750+ one-time | Strategy becomes an active operating plan |
| Website strategy & build | $15,000+ one-time | Guided by broader positioning and conversion goals |
| Website optimization | $3,500+ one-time | Prioritized for business impact |
| Ongoing SEO | $999/mo + setup | Connected to niche strategy and content |
| Blog/article content | $900+ per article | Supports search, email, and thought leadership |
| Email marketing | $1,500+ | Part of a larger nurture system |
| Newsletter | $950+ | Supports retention and visibility |
| Social media content | $1,500+ | Aligned with positioning and campaigns |
| Paid ads management | $2,000/mo + ad spend | Evaluated against landing pages, follow-up, and ROI |
Retainer Cost-Savings
A firm can quickly spend $8,000 to $10,000+ per month on disconnected marketing services.
CMO Alpha brings strategy, coordination, implementation, and accountability together under one flat monthly retainer.
Need Help Choosing The Right Level?
We'll talk you through your goals, growth priorities, internal capacity,
and where a strategy-first engagement can create the most ROI.