Connect with Affluent Families
Looking For Financial Planning
Featured in
Drive high-net-worth families to your calendar through Meta Ads.
Not Google. Not webinars.
Not shared leads.
Your business is growing
Your methods need to change
Seminars Don’t Scale
Your growth model
is capped
What worked for one advisor collapses under ten. Geographic limits, rising overhead, flight-risk talent, and diminishing audiences turn growth into operational drag. The model wasn’t built for scale.
Webinars Stack Friction
Time kills all deals
Registration drop-off. Two-week wait. Forty-five minutes of content. By the time you get to the offer, you’ve lost 90% of your audience. High-intent prospects don’t wait two weeks and sit through a pitch.
Lead Vendors Make You a Commodity
Stop renting your Traffic
Shared leads. No filtering for your ideal client. No alignment with your planning philosophy. You’re competing on speed against four other advisors for the same unqualified prospect who has no idea who you are. And every dollar builds their brand, not yours.
Digital Marketing Works
You need the right partner
It’s how the fastest-growing RIAs in the country are scaling. The problem isn’t the channel. It’s the strategy, the creative, and the targeting. There’s a better methodology.
Enter the
Ad Dollars In. AUM Out.
AUM OS is our methodology for turning Meta Ad spend into qualified appointments with affluent families.
Every dollar goes into building your firm’s brand on Meta — not renting someone else’s audience.
90-secs ads
Get qualified attention by providing direct value to your prospects.
55+ y/o
$500K savings
10-min video
Provide free insights & offer answers to current question they have.
Educate
Book intro call
Calendly booking
Qualified prospects book directly with you or your team.
Quality prospects
Confirmed Assets
New clients
Close deals with HNW retirees who know and trust your firm in Person or over Zoom.
Builds Trust
Improves Attendance
By the time a prospect books on your calendar, they know who you are.
You’re not selling. You’re advising.
A few numbers
This Is AUM OS
What We Handle
Meta Ads
Creative & Messaging
Email Marketing
High-Intent Targeting
Video Sales Letters
Direct-to-Appointment
Lead Generation
Marketing Funnel Building
Enter the BlackBox
Already Working With an Agency?
Most of our clients work with other marketing partners.
We’re not here to replace your agency, your internal team, or your SEO vendor.
We do one thing, very well
Meta Ads for RIAs
Branded Video Content
Pre-qualified Appointments
No more. That’s it.
We don’t do this
Your partners handles ops & organic content.
We plug in alongside them. No overlap. No conflict.
SEO
Content Marketing
Google Ads / PPC
Web Development
CRM Management
Email Marketing
We’re Meta Experts
Your tried 2-3 agencies and they couldn’t crack Meta under Special Ad Category restrictions. That’s our entire focus.
Meta Ads for RIAs
Branded Video Content
Pre-qualified Appointments
Video Hosting & Analytics
Appointment Confirmation & Nurture
Offer Page Creation
Who we work with
Firms Managing
$100M+ AUM
Or generating at least $1M a year in revenue. This is built for firms ready to scale, not practices trying to get off the ground.
Advisor Teams
3 or more
Maybe ten. Maybe twenty. Enough people that you need a methodology, not more hustle.
RIAs, Hybrid RIAs &
Adjacent Firms
Multi-family offices. Alternative investments. 506(c) funds. PE-backed RIAs. 401(k) aggregators. If you serve affluent families with complex needs and your sales processrequires education, we’re probably a fit.
Real Marketing Budgets
$200k+ / year min
Not because we’re expensive for the sake of it. Because this is a real investment and the ROI justifies it.
Willing to Put Your People
on Camera
This runs on branded video. Your advisors. Your face. Your voice. The people clients will actually work with.
Want a Partner
Not a Vendor
We own the Meta Ads outcome. Strategy. Creative. Compliance Coordination. Media buying. All of it.
Sometimes, we’re not a fit. Make sure you know.
We don’t work in IUL, premium finance, or whole life. We’re not built for solo advisors just getting started. And we don’t do Google Ads, SEO, email, or websites — just Meta.
I'm Alex Khassa and I've spent the last five years obsessed with one question: what does it actually take for a financial planning firm to grow predictably online without losing the trust and authority that got them here in the first place? The answer became the AUM OS which we deploying a team of specialists across media buying, creative production, funnel engineering, and RIA compliance in your firm.
FAQ
Answers based on what we've seen drive top performance across years of data.
First appointments typically hit the calendar within the first 1–2 weeks after launch. Month one is optimization. Month two is when things stabilize and become predictable.
2–3 hours of video recording every 3–6 months. That’s it. We handle everything else.
We’ve worked with over 200 RIAs and their compliance departments. We know what gets approved under Special Ad Category restrictions. We build compliant from the start and coordinate directly with your team.
Total minimum marketing budget starts around $15,000 to $45,000 per month depending on your goals. We’ll get specific on the call.
No. And you should be skeptical of any agency that does. Guarantees in this space are a red flag — they’re selling you a feeling, not a strategy. What we offer is a proven methodology, a team that’s managed over $10 million in Meta ad spend for RIAs, and a track record of $3 billion in closed AUM across 200+ firms. The firms that follow our methodology and commit to the process see results. That’s why we’re selective about who we work with.
Most agencies try to do everything — Google, email, social, websites — and they’re mediocre at all of it. We only do Meta Ads for financial firms. We’ve spent over $10 million in this exact channel under Special Ad Category restrictions. We know what works because it’s all we do.
Good. Most of our clients do. We’re not replacing your marketing person or your agency. We’re adding the one capability they probably don’t have: Meta Ads at scale with branded video for financial services under Special Ad Category. We plug in alongside whatever else you’re running.
No. We do Meta Ads. That’s our entire focus. If you need those other services, we’re happy to recommend partners, but that’s not what we do.
Click the button below to apply. If it’s a fit, we’ll schedule a strategy session to walkthrough timelines, pricing, and how AUM OS would work for your firm.