We help serious RIAs stop renting growth and start owning it.
Key Stats
It started with one solo advisor who wanted a better way to grow.
Every option on the table felt broken. Seminars didn't scale. Bought leads built someone else's brand. Webinars killed conversion with three week delays. Generalist agencies recycled the same templates across dozens of accounts with no real understanding of the retirement planning category.
So Alex built something different. A system that combined the measurability of direct response advertising with the compounding trust of authority based content, engineered specifically for the compliance realities, client psychology, and economics of a retirement planning RIA.Within two years, that first firm went from a single advisor to a multi advisor practice managing hundreds of millions in AUM.
Built exclusively for RIAs and retirement planning firms.
We are not a generalist agency that happens to have some financial services clients. The retirement planning RIA is the only buyer we build for, which is why our system works where others break.
A Single Category
Mastered
We only do one thing. Facebook advertising for retirement planning RIAs. No dentists, no law firms, no ecommerce brands. Every dollar of the $10M+ we've invested in testing went toward one audience, one platform, and one outcome: qualified HNW appointments.
Compliance Awareness as
a Core Competency
Most agencies treat compliance as an obstacle. We treat it as a moat. Special Ad Categories, financial services disclosures, SEC Marketing Rule requirements. We've navigated all of it across 3,459+ ad variations, so your campaigns launch without your CCO killing them first. Your firm stays protected while your pipeline grows.
Designed For
HNW Pre Retirees
Most agencies treat compliance as an obstacle. We treat it as a moat. Special Ad Categories, financial services disclosures, SEC Marketing Rule requirements. We've navigated all of it across 3,459+ ad variations, so your campaigns launch without your CCO killing them first. Your firm stays protected while your pipeline grows.
Meet The Founder
Alex Khassa
Alex has 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 Performance Branding system. Today, Alex leads a team of specialists across media buying, creative production, funnel engineering, and RIA compliance, working exclusively with retirement planning firms that want to stop depending on referrals and seminars to drive new client growth.
When he is not inside ad accounts, Alex publishes research and interviews RIA founders on his YouTube channel, where firm owners share the real mechanics of how they built nationwide virtual practices.
Where Alex shareswhat's actually working.
What Makes Us Different
From Every Other Agency You've Tried.
Selective by design
You own the brand, not us
Education first, always
Results over theater
The channel where we break down how RIAs marketing in 2026 and beyond.
FAQ
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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.