Pricing
Call Sonya Live: (888) 778-4530
48-Hour Live Turnkey Deployment Guarantee

The 24/7 AI Voice Receptionist Built for
High-Net-Worth Financial Practices

Whether your practice specializes in Pre-Retiree Wealth, Tech Executive Equity (RSUs & Options), Business Owner M&A Exits, or Multi-Family Offices — screen inbound callers for high-tier assets, automate calendar vetting, and protect your practice with zero advisory liability.

Interactive Video Presentation
Hosted by Maxine
Zero Advisory Liability: Strict compliance guardrails ensure 0 spoken financial advice.
Custom AUM Screening: Filter leads by your firm's asset minimums before they touch your calendar.
Dinner Seminar Seating: Capped seat counts, companion vetting, and QR pass texting.
Interactive Demo Line Active

Hear Sonya in Real-Time Right Now

No hold times. No high-pressure sales reps. Just dial her live number and hear how naturally she speaks, qualifies, and books.

Dial Toll-Free (US & Canada)
(888) 778-4530
Average Answer Time: < 1.2 Seconds
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1. Test a Seminar RSVP

Tell her you'd like to reserve 2 seats for an upcoming dinner workshop.

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2. Test Asset Qualification

Tell her you have $500k in an IRA to test her conversational qualification flow.

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3. Test Compliance Guardrails

Ask her for specific stock advice and see how she gracefully pivots.

✨ After your call, she'll text you a link to your private demo CRM!
Specialized For Your Advisory Model

Modular Practice Engine: Built for Your Niche

Never settle for a generic receptionist. Select your firm's primary focus below to see how Sonya immediately adapts her conversational qualification questions:

🏖️ Pre-Retiree & Retirement Wealth

Retirement & Dinner Seminar Intake

Target Caller: 59–68 yr old pre-retirees with $500k+ in 401(k), 403(b), or IRA rollovers.
Sonya's Spoken Qualification Question:
“I'd be glad to reserve your seats for our upcoming dinner workshop. To ensure we match your table with our senior fiduciary planner, are you currently retired or planning to retire within the next two years?”
Automated Triage Rules
  • 59+ Age & 2-Year Horizon: Prioritizes high-intent callers preparing for immediate asset rollovers.
  • Custom Asset Vetting: Calibrated to your firm's minimums (e.g. $100k, $250k, $500k, or $1M+) to filter out unqualified meal-seekers.
  • Companion & Guest Screening: Automatically qualifies spouses and verifies non-spouse guests.

Engineered Specifically for Wealth Practices

Generic answering services miss after-hours callers and can't screen for assets. Zen Advisor is purpose-trained for the fiduciary wealth industry.

Zero Advisory Liability

Sonya is hardcoded with strict compliance rules. She is strictly prohibited from providing financial advice, forecasting returns, or making promises. All technical inquiries gracefully pivot to booking with you.

Custom AUM Screening

Stop wasting 45 minutes with tire-kickers who don't meet your firm's asset minimums. Sonya conducts polite, conversational vetting for your practice's exact criteria (whether $100k, $250k, $500k, or $1M+) before offering appointment slots.

Dinner Seminar Seating & QR Passes

Fill your workshops without lifting a finger. Sonya manages capped venue capacity, screens spouses/guests, and immediately dispatches mobile QR check-in passes and automated reminder sequences.

The Practice Economics

Compare traditional front desk payroll against an autonomous 24/7/365 voice receptionist.

Traditional Receptionist

$45,000/yr
  • 9:00 AM – 5:00 PM coverage only
  • Misses 38% of after-hours seminar mailer calls
  • Inconsistent AUM qualification & screening
  • Sick leave, benefits, payroll tax, & turnover overhead

Cheap DIY Bot Tools

You're On Your Own
$49/mo
  • You become the "Prompt Engineer" (blank prompt box)
  • 40+ hours spent tweaking syntax & debugging latency
  • High SEC/FINRA liability when bot hallucinates advice
  • Zero transcript audit or compliance oversight

Zen Advisor Suite

100% White-Glove SLA
$499/mo
+ $1,500 One-Time Setup
  • $1,500 White-Glove Setup: Complete calendar & telephony wiring, venue cap enforcement, & custom voice calibration
  • Zero Prompt Engineering: Built & maintained 100% by our engineers — you never touch an empty prompt box
  • 48-Hour Live Guarantee: Answering calls live within 48 hours or your setup fee is 100% refunded
  • Hardcoded Zero-Liability: Built-in SEC Rule 206(4)-1 & FINRA 2210 fiduciary guardrails
  • 🦁 Backed by Leo AI: Autonomous AI Compliance Officer auditing every single call transcript
Why the $1,500 Setup? Unlike cheap DIY bot tools where you're on your own, Houston Online Marketing engineers custom-build, connect, compliance-verify, and stress-test your entire voice suite before going live.

Frequently Asked Questions About Zen Advisor

Everything wealth management practices and RIAs need to know about compliance, asset vetting, and setup.

Sonya is hardcoded with strict compliance rules. She is strictly prohibited from offering financial opinions, recommending securities, forecasting market returns, or answering portfolio questions. When asked for advice, she politely explains that technical matters require a direct conversation with the licensed advisor and transitions immediately into booking a calendar consultation.
During inbound intake, Sonya politely inquires about the caller's retirement timeline and investable asset bracket according to your firm's specific thresholds (whether that is $100k, $250k, $500k, or $1M+). If a prospect does not meet your minimum criteria, Sonya gracefully redirects them to educational resources without taking up valuable appointment time on your calendar.
Yes. Sonya tracks live seat counts for venue caps (e.g. 30 seats at Ruth's Chris), vets whether a spouse or guest is attending, captures verified names and mobile numbers, and dispatches a digital QR wallet check-in pass via SMS within seconds.
The $1,500 one-time onboarding fee covers complete, end-to-end engineering by our team at Houston Online Marketing. Unlike $49/mo DIY platforms that give you a blank prompt box and expect you to spend 40+ hours becoming an AI prompt engineer, we do everything for you. This includes:
  • Acoustic voice calibration and custom pronunciation tuning for your firm, partners, and advisors.
  • Two-way integration with your Google or Microsoft Outlook calendar to prevent double-booking.
  • Telephony routing, carrier caller ID provisioning, and dinner seminar venue seating cap logic.
  • Custom investable asset qualification (calibrated to your firm's exact criteria, e.g. $100k, $250k, $500k, or $1M+) and companion vetting rules.
  • Leo AI Compliance Officer integration to audit 100% of call transcripts under SEC Rule 206(4)-1 and FINRA 2210.
  • Rigorous pre-launch test calling and compliance verification.
Best of all, this fee is fully protected by our 48-Hour Live Turnkey Deployment Guarantee: if your voice receptionist isn't live and answering calls within 48 hours of onboarding, you receive a 100% refund.
No. You can either forward after-hours/overflow calls from your existing office line to Sonya, or assign her a dedicated toll-free or local campaign number specifically for dinner seminar mailers, online ads, or marketing campaigns.
Once you submit your firm's calendar link, dinner seminar dates, and asset thresholds, our Houston Online Marketing engineering team custom-trains and tests your voice receptionist, verifies all compliance guardrails, and has your system live and answering calls within 48 hours.
Zero prompting required. Unlike cheap DIY bot platforms where you're handed an empty prompt box and left completely on your own to tinker with LLM logic, Zen Front Desk is 100% white-glove turnkey. Our Houston Online Marketing engineers handle all calibration, qualification questions (calibrated to your firm's specific asset minimums), seminar venue caps, calendar connections, and compliance testing. Behind the scenes, Leo — your built-in AI Compliance & Fiduciary Officer — monitors every transcript for SEC Rule 206(4)-1 and FINRA 2210 guardrails so you never touch a single line of prompt code.
Yes! Call our toll-free live demonstration line right now at (888) 778-4530. There are no hold times and no human sales reps — you can test reserving a seat, screening assets, or asking for financial advice immediately.

Ready to Protect Your Practice & Automate RSVPs?

We guarantee your custom-trained Zen Advisor voice suite will be live and answering your firm's phones in under 48 hours.

Call Sonya: (888) 778-4530

The 48-Hour Live Turnkey Guarantee

Zero-Risk Implementation

Once your practice onboarding worksheet is submitted (firm disclosures, calendar link, and seminar dates), our Houston Online Marketing engineering team will have your custom-trained AI receptionist built, compliance-tested, and answering your firm’s calls within 48 business hours via a dedicated practice line or instant after-hours call forwarding — or your first month is completely free.

48 Business Hours from intake completion
Instant Forwarding (no porting delays)
100% Free 1st Month if we miss deadline
Fiduciary-Grade Pricing Architecture

Predictable Monthly Investment. Zero Hourly Surprises.

Protect your calendar and scale your AUM with transparent, predictable economics anchored against high-cost full-time staff:

Standard Practice Suite
Solo Wealth Advisors & Boutique RIAs
$499 / month
$1,500 One-Time White-Glove Setup
First 30 Days Included with Setup Due Today: Exactly $1,500. Your $499/mo subscription automatically begins on Day 30.
  • 1 Connected Advisor Master Calendar
  • 2,500 Monthly Talk Time Minutes Included (Studio Voice)
  • 48-Hour Live Turnkey Deployment Guarantee
  • Dedicated Local or Toll-Free Practice Line
  • Sonya & Maxine 24/7 AI Voice Concierges
  • $200,000+ Investable Asset Vetting & Lead Badging
  • Dinner Seminar Seating, Companion Vetting & Digital Passes
  • Whale Alerts ($1M+ Investable Asset Calls Dispatched via SMS)
  • Complete Advisor Command Dashboard & CRM
  • Month-to-Month Flexibility (30 Days' Written Notice)
  • Zero Advisory Liability Compliance Guardrails
Most Popular for Multi-Advisor Firms
Executive Team Package
Multi-Partner RIAs & Wealth Advisory Teams
$699 / month
$2,500 One-Time Setup (Covers up to 5 Calendars)
First 30 Days Included with Setup Due Today: Exactly $2,500. Your $699/mo subscription automatically begins on Day 30.
  • Up to 5 Connected Independent Google Calendars
  • 3,500 Monthly Talk Time Minutes Included
  • Smart Practice / Advisor Voice Triage Routing:
  • "Are you calling for Advisor Reynolds or Partner Sterling?"
  • Senior Partner, Associate Planners & Client Associate Access
  • Multi-Advisor Calendar Conflict Engine
  • Custom ADV Disclosures & RIA Compliance Guardrails
  • 3–5 Business Days Custom Setup & Telephony Tuning
  • Additional Seats (6+): +$250 setup / +$49–$99/mo
  • Month-to-Month Flexibility (30 Days' Written Notice)
48-Hour Live Turnkey Deployment Guarantee
If your dedicated practice receptionist is not live and operational on your designated phone line within 48 business hours of receiving your calendar and practice parameters, your setup fee is refunded 100%.
Call Sonya: (888) 778-4530