Paraplanning services won't touch your custodial work. CSAs can't touch your financial plans.
We do both.
Trellis handles your full back office: financial plan prep, custodial paperwork, compliance execution, and all firm operations.
Led by a CFP® professional with 18 years of RIA experience.
You didn’t become a financial advisor to drown in admin work.
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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.
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Scalable growth
Stop turning away clients because you're overwhelmed. Delegate the back office and keep growing without hiring a full-time employee until you're ready.
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Better client experience
Timely follow-ups, organized meetings, and consistent communication. Your clients will feel the difference, and so will your referral rate.
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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
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Data entry, scenario modeling, and plan maintenance in RightCapital and eMoney. Your plans are accurate, updated, and ready before every client meeting.
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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.
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Smartria workflow management, file organization, ADV preparation support, and exam readiness. You stay compliant without compliance becoming your second job.
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Agenda prep, follow-up summaries, action item tracking, and calendar management — so every client interaction runs smoothly and nothing gets missed afterward.
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Document how your firm operates so any task can be handed off, picked back up, or transitioned to a future hire without starting from scratch.
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Keep your CRM accurate and your workflows running across Wealthbox, Advyzon, or Slant. Task management, pipeline tracking, and process consistency.
Simple, flexible pricing
No setup fees. No long-term contracts. No surprise overages. Reliable support at a rate that makes sense for an independent firm.
Starter
$850 per month
*10 hours included
Best for firms that want to hand off a specific deliverable to start, such as an onboarding workflow build or a compliance cleanup.
Steady Support
$2,100 per month
*25 hours included
Free yourself from the day-to-day paperwork and client service tasks that eat your mornings. Take on new clients or just leave the office on time.
Scale Up
$3,250 per month
*40 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
$4,000 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 hand off the back office?
Most advisors wait until they're already overwhelmed. By then, they've missed growth opportunities and burned themselves out. The best time to bring in support is before you hit the wall.