Pricing built for the size of your practice and the scope of your ambition.
Four tiers. Same methodology. Different scope, market coverage, and intensity. All prices in USD. Canadian clients may request CAD equivalent invoicing.
Tier 1
AISO Foundation
Solo advisors and small firms entering AI search visibility. $500K-$2M revenue.
The promise: A solid AI search foundation in your local market. The starting point for advisors ready to invest in long-term visibility.
What's Included
- Initial AI visibility audit
- Schema markup and technical foundation
- Core directory citations
- Foundational authority pages (quarterly)
- Google Business Profile optimization
- Monthly visibility tracking (5 key AI search queries)
- Single market, single service line
- Quarterly strategy call
Time to results: Initial signals in 3-5 months. Visibility builds over 6-9 months.
Tier 2
AISO Local
Established solo or small firm wanting market dominance. $2M-$5M revenue.
The promise: When prospects in your city ask AI tools for recommendations in your category, you show up consistently.
Everything in Foundation, plus
- Expanded citation building at scale
- Authority pages (monthly)
- Industry-specific directory placements
- Review platform optimization
- Monthly visibility tracking (10 key AI search queries)
- Monthly strategy call
Time to results: Initial signals in 3-5 months. Strong local presence over 6-9 months.
Tier 3
AISO Regional
Established firms with multiple service lines or markets. $5M-$25M revenue.
The promise: When prospects ask AI tools about your service area in your region, you are one of the top recommendations.
Everything in Local, plus
- Up to 3 markets or multiple service lines
- Topical authority cluster development
- Light digital PR and earned media
- Competitor intelligence and gap analysis
- Monthly visibility tracking (20 key AI search queries)
- Bi-weekly strategy calls
- Dedicated strategist
Time to results: Initial visibility in 3-5 months. Meaningful presence in 7-11 months. Compounds through month 12+.
Tier 4
AISO Enterprise
Companies pursuing category leadership at national scale. $25M+ revenue.
The promise: When prospects ask AI tools for vendor recommendations in your category nationally, you are the first or second name AI provides.
Everything in Regional, plus
- National or vertical-wide coverage
- Major digital PR and tier-1 publications
- Knowledge graph and entity engineering
- Custom dashboard with analytics integration
- Monthly visibility tracking (30+ key AI search queries + custom dashboard)
- Backlink campaigns from authoritative sources
- Quarterly executive strategy reviews
- Lead strategist plus full delivery team
- Priority delivery and faster turnaround
Time to results: Initial signals in 5-7 months. Category presence in 7-12 months. Defensible position in 12-18 months.
What every tier includes
Engagement Length
• Foundation & Local → 9-month minimum
• Regional → 12-month minimum
• Enterprise → 15-month minimum
Results commitment
If you are not seeing measurable AI visibility lift by the end of the engagement, we continue working at no additional cost until you do.
Optional maintenance
After the build period, you own the asset. Maintenance is 10% of the original monthly cost and protects your position from competitors and AI model changes. Optional, not required.
A digital asset you own. Not rented traffic.
Most marketing spend disappears the moment you stop paying. AISO is different. The authority signals, citations, structured data, and content we build belong to your firm permanently.
Paid Ads (Rented)
- →Stop paying, leads stop instantly
- →You start at zero again every month
- →Competitors can outbid you the day they decide to
- →Costs increase year over year as competition grows
- →You own nothing when the campaign ends
- →Platform changes can destroy results overnight
AISO (Owned Asset)
- →Stop paying, your visibility stays.
- →The authority signals you build belong to your firm
- →Citations, directory presence, and structured data persist
- →Compounds over time. Each month strengthens what came before.
- →Continues working in the background even between active engagements
Yours after the engagement. Maintenance is your choice.
Once we finish the build period, you own everything we created. If you stop here, your visibility does not disappear immediately.
After that, you have two choices:
Option 1: Stop and keep what you built
Pay nothing. The foundation stays in place (though it will slowly fade over time as competitors continue investing).
Option 2: Stay on maintenance
10% of the original monthly cost. We keep citations fresh, monitor AI search results, and protect your position. Most clients choose this.
No pressure either way. We will give you an honest assessment at the end of the engagement.
Which tier fits your firm?
A quick reference to help you find the right starting point.
| Your Profile | Revenue Range | Recommended Tier | Monthly |
|---|---|---|---|
| Solo advisor or small firm just starting with AI search | $500K - $2M | Foundation | $2,500 |
| Established solo or small firm wanting market dominance | $2M - $5M | Local | $5,000 |
| Established firms, multiple service lines or markets | $5M - $25M | Regional | $10,000 |
| National or category-leading companies | $25M+ | Enterprise | $20,000+ |
Revenue is a starting point. Actual fit also depends on margins, growth ambition, market competitiveness, and budget. Final tier confirmed during discovery.
Partnership programs.
If you serve a network of advisors, attorneys, or professional service firms, there are several ways we can work together.
Referral Partner
You refer your members to AGR. They sign up at standard pricing. You earn a referral fee for the life of the engagement.
Best for dealers, networks, and associations who want to add AISO as a member benefit without operational involvement.
Sponsored Member Program
You cover part of the AISO cost as a value-add for your members. They pay a reduced rate. Powerful retention and recruitment tool.
Best for dealers and networks competing for advisor or member relationships.
Reseller
You sell AISO under your own program to your members or clients. You bill them directly. AGR delivers at wholesale rate. Margin is yours.
Best for agencies and consultancies that want to add AISO to their service offering.
Specific terms, fees, and rates depend on the program and volume. All pricing in USD (CAD invoicing available for Canadian networks).
Discuss a Partnership →Pricing Questions
Why different engagement lengths by tier?
Higher tiers require more complex authority building, multi-market coverage, and deeper PR work. Longer minimums allow us to deliver the stronger, longer-lasting results your scale demands.
Is the price quoted per month or total?
Per month, billed monthly. There are no setup fees and no surprise add-ons.
What happens after the engagement ends?
You own everything we built. You can stop paying entirely, or move to optional maintenance at 10% of the original monthly cost to protect and continue growing your position.
Can I upgrade tiers mid-engagement?
Yes. Many clients start at Foundation or Local and upgrade as results compound and their needs grow.
Are there any setup fees or hidden costs?
No setup fees. Third-party costs (if any) are pre-approved by you before we incur them.
Ready to discuss the right tier for your firm?
Pricing is straightforward. The conversation about which tier fits your practice and timeline is more useful than a written quote.
Reach Out →Or test our methodology yourself first. Ask ChatGPT: "Recommend a seminar marketing company for financial advisors in Canada". Smart Seminars shows up because of the same methodology we run for clients.