Trellis Solutions
Built for solo advisors who are ready to stop doing it all themselves.
We handle the compliance tasks, client paperwork, financial plan prep, and back-office operations that are eating your week, so you can focus on the clients and the growth that actually matters.
You didn’t become a financial advisor to drown in admin work.
-
More capacity
Free up 15–20 hours a month to take on new clients, attend your kids' events, or simply breathe. Stop being the bottleneck in your own business.
-
Scalable growth
Stop turning away clients because you're overwhelmed. Delegate the back office and keep growing — without hiring a full-time employee before you're ready.
-
Better client experience
Timely follow-ups, organized meetings, and consistent communication. Your clients will feel the difference — and so will your referral rate.
-
Improved compliance
Stay on top of regulatory requirements without it consuming your week. We handle the tracking, filing prep, and documentation so you're always exam-ready.
What we take off your plate
-
Account openings, transfers, and ongoing maintenance with Schwab and Altruist. Every NIGO and issue is followed up on promptly, so nothing falls through the cracks.
-
Data entry, scenario modeling, and plan maintenance in RightCapital and eMoney. Your plans are accurate, updated, and ready before every client meeting.
-
Agenda prep, follow-up summaries, action item tracking, and calendar management — so every client interaction runs smoothly and nothing gets missed afterward.
-
Smartria workflow management, file organization, ADV preparation support, and exam readiness. You stay compliant without compliance becoming your second job.
-
Inbox monitoring, follow-up management, and client touchpoints handled consistently — so your clients feel taken care of even when you're away from your desk.
Simple, transparent pricing for independent advisors.
No setup fees. No surprise overages. Just reliable support at a price that makes sense for a solo practice.
Just In Case
$750 per month
*8 hours included
Perfect for advisors who want a safety net. Keep your support inbox covered, stay on top of routine paperwork, and never feel like you're dropping the ball during a busy stretch.
Extra Help
$2,100 per month
*22 hours included
Free yourself from the day-to-day paperwork and client service tasks that eat your mornings. Take on new clients, leave the office on time, and stop doing work that doesn't require your expertise.
Scale Up
$3,000 per month
*36 hours included
You're ready to grow but you can't grow and do everything yourself. This plan covers full operational support plus financial planning prep — so you can add clients without adding stress.
Delegate it All
$3,750 per month
*50 hours included
For the advisor who wants a true back-office partner. Comprehensive support across operations, compliance, client service, and financial planning. You handle the relationships. We handle everything else.
Ready to Recapture Your Time?
Running a solo RIA is hard enough. Let Trellis handle the back office so you can focus on what you do best — serving your clients and growing your firm.