Ongoing foundation
$397 / month
A practical base for the recurring calendar, review cadence, ongoing questions, and change-event workflow appropriate to a modern small RIA.
Straightforward starting point
Nomos starts with an economical ongoing-compliance foundation and scopes non-routine work openly—so small RIAs can understand the service model before a proposal arrives.
Discuss your firm’s needsOngoing foundation
A practical base for the recurring calendar, review cadence, ongoing questions, and change-event workflow appropriate to a modern small RIA.
Focused project work
For defined initiatives such as a registration workstream, exam-readiness project, policy refresh, technology change, or other scoped engagement.
Add-ons and named roles
Additional IAR coverage and outsourced-CCO responsibilities are priced after a discovery conversation because responsibilities, information flow, authority, insurance, and risk vary materially by firm.
We avoid the unnecessary large upfront cost that a typical outsourced-CCO firm may ask for. The right scope depends on whether you are preparing to register, tired of the day-to-day compliance load, approaching SEC registration, facing an audit, or working through a state-specific question. That context lets us prepare for a productive conversation instead of quoting a generic retainer.
See who Nomos is built for