Frequently Asked Questions
Frequently asked questions
Pricing is transparent and designed to scale with your business—whether you're looking
for a light-touch advisor or a hands-on strategic partner. Pricing ranges from $250-
400/hour billed monthly. We'll work with you during the discovery call to determine the
best fit for your firm’s size and goals.
Generally, firms can work with us three ways:
Tiered monthly packages based on the level of support your firm needs.
Project-based contract for a specific initiative.
As-needed consulting by the hour.
Once we agree to move forward, we kick off with a structured onboarding process that
includes a discovery session, a deep dive into your current people operations, and the
co-creation of a 6-month roadmap. This ensures we’re aligned on your goals, key
priorities, and the best ways we can support your team right from the start.
A Fractional Chief People Officer or Fractional Director of Human Resources
provides strategic leadership and HR expertise at a fraction of the cost of hiring a full-
time executive. While a full-time HR director may focus on tactical, day-to-day
operations, a Fractional CPO helps you with big-picture planning—such as culture
development, talent management, and organizational design—without the need for
a full-time commitment.
We bring a toolkit built specifically for scaling RIAs—this includes advisor benchmarking
data from multiple sources, performance management and career path templates,
engagement survey tools, project management systems, and change management
frameworks. We also integrate with your existing systems (e.g., Gusto, Workday) and
rely on proven processes around employee development, compensation, and
leadership development.
We take the time to deeply understand your mission, vision, and values and interview
all key leaders at your firm during the onboarding process. We then apply this
understanding to all of our people strategies—from hiring to compensation planning to
employee development. We want to make sure that every recommendation we make is
aligned with your company culture to ensure long-term success.
Yes! We can provide full-service recruitment support for our tiered, monthly service
clients, from creating job descriptions to sourcing candidates and conducting interviews.
We help you attract top talent and ensure the best-fit hires for your firm’s needs and
culture. If you're scaling or have hiring needs, we can help streamline the process.
We focus on key performance indicators (KPIs) that matter to your business, such as
employee engagement, retention, and the impact of leadership development. We also
align with you on measurable outcomes at the beginning of our partnership and provide
regular check-ins to track progress. Success is always defined by the goals you want to
achieve.
In addition to our retainer packages, we offer project-based engagements and hourly
consultations for specific HR needs, such as compensation benchmarking,
employee handbook creation, or an advisor training or workshop. Whether it's a
one-time project or a short-term strategy, we can provide support tailored to your exact
needs.
At Next Peak, we take data privacy and confidentiality seriously. We adhere to
industry best practices for protecting your employees'; personal and sensitive
information, and we ensure compliance with relevant data protection regulations (such
as HIPAA if applicable). We use secure portals for document sharing and also maintain
strict internal protocols to safeguard your firm’s data.