For fee-only RIAs serving HNW clients

Your practice.
On video.
Every platform.
Zero headaches.

Record once. Get 20+ short-form videos optimized for LinkedIn, Instagram, TikTok, and YouTube Shorts. Every clip compliance-checked and delivered ready to post.

◆ Compliance-aware QA on every clip
◆ Multi-platform optimization, zero extra work
◆ Done-for-you repurposing from a single recording
Jennifer Walsh, CFP®
Walsh Wealth Advisors · 2h ago
"The biggest misconception about Roth conversions? Most advisors get it completely backwards."
#RetirementPlanning #RIAAutoClip
4.2Kviews
89engagements
LinkedIn
LI
IG
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How it works

Three steps. Endless content.

01

Record a session

Hop on a 60-minute guided video call once or twice a month. We help you find your angle, frame the shot, and get comfortable — no acting required.

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02

We produce everything

Our team transforms every session into 12–30 short-form clips, each cropped and formatted for the right platform. Captions, lower-thirds, branded intros — all done.

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03

Compliance check, then deliver

Every clip passes through our compliance-aware QA workflow before delivery. No risky claims. No accidentally promotional language. Just content you can post with confidence.

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Compliance-first
workflow

We speak SEC and FINRA.

Generalist video agencies don't know the SEC Marketing Rule from a TikTok trend. We do. Every clip is reviewed against SEC Marketing Rule (Rule 206A-4), FINRA 2210, and your firm's specific guidelines before it ever reaches you. No more anxiety about what you can and can't say.

SEC Marketing Rule FINRA 2210 State-level ad rules Firm-specific guidelines
Pricing

Simple tiers. No surprises.

Starter
$800/mo
  • 1 recording session / month
  • 12 short-form videos delivered
  • Single platform delivery
  • Branded captions & auto-captions
  • 3-month minimum commitment
For solo advisors testing the waters
Most popular
Growth
$1,500/mo
  • 2 recording sessions / month
  • 20 short-form videos delivered
  • Multi-platform (LinkedIn, IG, TikTok, YouTube)
  • Branded templates, intros, outros, lower-thirds
  • Monthly content calendar & hook research
  • Monthly performance report
The standard for growing RIA practices
Scale
$2,500/mo
  • 4 recording sessions / month
  • 40+ short-form videos delivered
  • Full multi-platform + story versions
  • Priority compliance review
  • Custom hook strategy & quarterly review calls
  • Dedicated account liaison
For established firms with a content team
"
Referrals are declining. The advisors winning right now are the ones who figured out short-form video. But they didn't figure it out alone.
ReelAdvisor exists so you can focus on your clients — and still show up everywhere they look.