FinTech Law · SKU C2

RIA / ERA Registration — $8,500

A fixed-fee registration package: Form ADV Parts 1–3 (as applicable), draft policies and procedures, investment management agreement, and assistance with submission.

Questions? contact@fintechlaw.ai

Who it's for

Advisers ready to register (SEC or state, including internet-adviser paths where they apply) who want a scoped package instead of open hourly.

What's included

  • Form ADV Parts 1–3 (as applicable to your path)
  • Draft policies and procedures
  • Investment management agreement
  • Assistance with submission
  • Kickoff and close on the defined package

Note on complexity

Typical engagements land at $8,500. Expanded deliverables are quoted before we start that work.

What's not included

  • Formation of entities
  • Other contracts (beyond the IMA in this package)
  • Unlimited examiner rounds or exam defense (quoted if needed)
  • Integrated GTM / website builds (separate when bundled)

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