Pricing

Two plans. Both cite the rule.

Free is enough for a solo CCO who publishes rarely. Paid is for firms doing weekly LinkedIn, email newsletters, one-pagers, and pitchbook slides.

Free
$0/mo

For the solo CCO who ships marketing occasionally and just needs a cited second read.

  • +3 preflights per calendar month
  • +Full on-screen findings with clickable §206(4)-1 citations
  • +Every citation linked to canonical eCFR or sec.gov URL
  • +Unbranded HTML/PDF export of each preflight report
  • +Session history: your last 3 pieces
  • +2,000-word cap per piece
Start with free
For CCOs publishing weekly
Firm
$49/mo · up to 5 seats

Less than 10 minutes of a $325/hr compliance consultant. One piece per week and it pays for itself.

  • +Unlimited preflights, unlimited word count
  • +Firm-branded exports — logo, CCO name, ADV file number
  • +Up to 5 seats per firm
  • +Permanent preflight archive — CSV & ZIP export for exam prep
  • +Backup File Builder — structured substantiation records tied to source URLs
  • +Testimonial Disclosure Builder — draft §206(4)-1(b) disclosures inline
  • +Third-Party Rating Due-Diligence Builder — Dec 2025 Risk Alert checklist baked in
  • +Priority preflight processing during exam windows
The math

Anchored to what you already pay for compliance.

RIA Compliance Concepts consulting rate
$325/hr
Typical ongoing compliance retainer (solo–small firm)
$8,000–$15,000/yr
Outsourced CCO package range
$30,000–$125,000/yr
Backup Ledger Firm plan
$588/yr (5 seats)

Backup Ledger does not replace outside counsel or your CCO. It replaces the guessing step — the 20 minutes of re-reading the rule and hoping you flagged what exam staff would flag.

Frequently asked

Before you upgrade

Why $49/mo?▸
It is less than 10 minutes of a $325/hr compliance consultant's time. A solo CCO who ships one marketing piece per week and would otherwise ping counsel breaks even the first month.
Is the paid tier a subscription?▸
Yes — monthly, billed via Stripe. Cancel any time from the account menu. Your preflight archive stays exportable for 30 days after cancellation.
Do you offer a firm/team plan?▸
The $49/mo plan already includes 5 seats. If your firm needs more than 5 CCO-designees or wants SSO, email the address in the footer.
Is there a free trial?▸
The free tier IS the trial — 3 preflights every month, forever. If your monthly volume fits, you never have to pay.
What about my drafts and firm data?▸
Drafts are stored against your Clerk account so you can build the exam-prep archive. We do not use your drafts to train models. Signed-out sessions retain nothing.