A Flexible Approach to Pricing
Root offers flexible pricing designed to suit advisory firms of all sizes. Whether you need occasional support or a fully integrated paraplanning partner, we provide three clear options to match your operational needs.
Contingent
(Pay As You Go)
Our flexible, pay-as-you-go service is ideal for advisers who require support on demand, without any ongoing commitment.
How it works:
You only pay for the work completed during the month. At month-end, we invoice you for cases undertaken. There are no upfront costs or monthly retainers.
Key Benefits:
No upfront or ongoing fees
Simple monthly invoicing
Ideal for lower report volumes or seasonal spikes
Service Commitment:
Case reviews completed within 2 working days
Final reports delivered within 5 working days
A practical solution for firms that need flexibility and cost control.
Did you know?
For every £1 you invest in Root, you typically save £2–£12 in reclaimed time and efficiency.
£500
per month
Foundation Retainer
Our Foundation Retainer is our entry-level retained service, providing dependable, ongoing operational support at a predictable monthly cost.
What’s Included:
Services up to the value of £500 per month
Any work exceeding this value is invoiced separately
Retainer Benefits:
5% discount across all listed services
Structured, ongoing support
Service Commitment:
Case reviews completed within 2 working days
Final reports delivered within 4 working days
Ideal for advisers seeking consistency, improved turnaround times, and modest cost savings.
£1,000
per month
Enhanced Retainer
Our Enhanced Retainer is our premium service tier, designed for firms requiring priority turnaround and greater operational capacity.
What’s Included:
Services up to the value of £1,000 per month
Any work exceeding this value is billed separately
Retainer Benefits:
10% exclusive discount across all listed services
Priority handling across all cases
Service Commitment:
Case reviews completed within 1 working day
Final reports delivered within 3 working days
Best suited to growing firms that require faster turnaround, higher output, and maximum efficiency.
Download Our
Full Fee Schedule
For a complete breakdown of individual services and associated costs:
Frequently Asked Questions
How do turnaround times work across the different pricing tiers?
We measure service levels from the moment we receive a request:
● Contingent (Pay As You Go): case review within 2 working days; completed report within 5 working days.
● Foundation Retainer (£500/month): case review within 2 working days; completed report within 4 working days.
● Enhanced Retainer (£1,000/month): priority review within 1 working day; completed report within 3 working days
How do the monthly retainers work, and what are “service credits”?
Our Foundation and Enhanced retainers work as a pre-funded monthly service credit. Each month, your retainer amount is applied to your account as credit, covering paraplanning, administrative or compliance work completed during that billing cycle. As cases are completed, the discounted fee for each is deducted from your monthly balance.
What happens if our usage exceeds or falls short of our retainer allowance?
If your requirements exceed your retainer limit, any additional work is billed at our standard case rates, with your tier discount (5% for Foundation, 10% for Enhanced) applied across all excess cases, invoiced at month-end. If you have a quieter month, unused allowance can’t be carried forward, but you’re free to adjust your tier, or switch between Retainer and Pay As You Go, the following month, with no notice period required.
Do we have to sign a long-term contract for the Pay As You Go option?
No. Our Contingent (Pay As You Go) service has zero upfront costs, no ongoing monthly fees, and no contractual tie-in. You can pick us up as needed, whether for seasonal spikes, staff leave or unexpected surges in volume, and scale back down when things normalise. You simply submit a case, and we invoice at month-end for the work completed.
Can we switch between Pay As You Go and a Retainer tier?
Yes. Advisory firm workloads fluctuate throughout the year, so you’re free to start on Pay As You Go to test our process, move to a Retainer tier to lock in lower unit costs and faster turnaround once volume grows, or adjust your tier as your business needs change.
Not Sure Which Option Is Right?
We’re happy to discuss your workflow, report volumes, and growth plans to help determine the best fit.