What happens after launch, in numbers.
RIA Site Care carries 2 stated targets: a response within 1 business day, and routine approved changes to existing pages typically deployed within 2 business days of approved copy. Both are written into the care agreement. Everything else on this page is what the $100 covers and what it does not.
RIA Site Care and managed hosting
Month to month. No setup fee, no minimum term, no cancellation fee, no 12-month contract.
What the monthly service includes.
Hosting, monitoring, and maintenance run in the background every month. The response and deployment targets are the part worth comparing against another quote.
- Managed hosting, SSL, automated uptime monitoring, deployment history, and rollback
- Monthly verification of contact-form delivery, the Form CRS link, and disclosure links
- Routine technical and security maintenance for the deployed site
- Routine approved changes to existing pages, typically deployed within 2 business days of approved copy
- Direct support from Trevor with a target response within 1 business day
- A complete archive of the deployed website at launch and on reasonable request
Routine means changes to existing pages. New pages, sections, functionality, design, and content production are quoted in advance or billed at $150 per hour with written approval.
Ask about RIA Site CareWhat the plan commits to.
Design work can be judged from a portfolio before signing. Support terms cannot, unless the studio publishes them. These are the 4 that are worth comparing against any other quote.
A stated response target
Direct support from Trevor with a target response within 1 business day. Email, not a ticket queue. This is written into the care agreement rather than left as an adjective on a marketing page.
A stated deployment target
Routine approved changes to existing pages are typically deployed within 2 business days of approved copy. When a disclosure moves or a fee schedule changes, you are counting days, not chasing a status update.
Direct, from the people who built it
Trevor and Taylor scope, write, design, build, and launch every site. Under RIA Site Care, support comes directly from Trevor by email. There is no account manager and no ticket queue, because the studio is 2 people.
Nothing that traps you
Month to month, no minimum term, no cancellation fee. Cancel and TMN assists with migration and delivers the complete current website package within 5 business days of written notice, including files, published content, and deployment configuration.
Targets, not guarantees.
A target response within 1 business day is a service commitment made in good faith by a 2-person studio, not an enterprise SLA with penalties attached. It is honest to say so. What it does mean is that the expectation is written down before you buy instead of discovered afterward, and that you can hold the studio to something specific.
- Managed hosting, SSL, uptime monitoring, rollback
- Monthly form-delivery and disclosure link verification
- Routine technical and security maintenance
- Routine approved changes to existing pages
- Direct email support from Trevor
- Website archive at launch and on reasonable request
- New pages, sections, and functionality
- Design work and content production
- Anything out of scope, at $150 per hour with written approval
- Compliance review and approval, which stays with the firm
- Legal or compliance advice of any kind
How it fits with the other add-ons
- Base
RIA Site Care, $100 per month. Hosting, maintenance, monitoring, routine changes, and direct support with the response targets above.
- Publishing
Managed Publishing Portal, a $150 per month add-on. Your own team publishes articles and updates directly. It requires an active Site Care plan, so with RIA Site Care the combined total is $250 per month, which is the recommended operating setup. See the portal.
- Records
Compliance Site Care, a $250 per month add-on. A dated monthly archive of every public page, a plain-English change log, and monthly disclosure checks. It requires an active Site Care plan, so with RIA Site Care the combined total is $350 per month. See Compliance Site Care.
- Visibility
AI Search Optimization, a $200 per month add-on. Monthly monitoring and implementation for how AI systems find and describe the firm. It requires an active Site Care plan, so with RIA Site Care the combined total is $300 per month. See AI Search Optimization.
When you should not buy this
If your site is static in the real sense, meaning the content genuinely does not change and you have somewhere reliable to host it, care is an expense without a job. TMN hands over the completed project files after full payment with no proprietary CMS lock-in, so a firm that wants to self-host and leave the site alone can do exactly that. Buy care when there is something to maintain and someone who will need it changed.
Built for firms going independent.
Advisors launching an independent RIA are comparing vendors at the point where every vendor is attentive. The terms above are the ones that still apply a year in, when a disclosure has to move against a filing deadline. Firms at that stage should also read the breakaway advisor website guide and the RIA website compliance guide.
TMN does not provide legal or compliance approval. The firm's CCO, counsel, or broker-dealer review desk interprets the rules and approves the final site.
Compare the terms, not the adjectives.
Ask any studio you are considering for its response target, its deployment target for routine changes, its hourly rate for out-of-scope work, and what it hands over if you cancel. Ask for those 4 in writing. TMN publishes all 4 on this page: 1 business day, 2 business days, $150 per hour, and the complete website package within 5 business days.