The Fractional AI Officer for advisory firms
Find the hours hiding in every corner of your firm — with AI you can defend.
From client meetings to compliance, billing to onboarding — Hourfound finds where AI creates real capacity across your whole practice, vets every tool against your obligations, and keeps the program audit-ready as the tools and the rules keep changing.
Your job: one 45-minute conversation — no prep, no homework. Your team's: about 30 minutes each, any hour that suits them. Ours: everything else — the diagnosis, the tool vetting, the compliance documentation, and a plan built to be run by your own people.
Built by operators who have founded and exited fintech companies serving this industry.
The bind every firm is in
AI could clear the overhead from your whole firm. Adopting it carelessly could cost you an exam.
The advisor's calendar is the obvious win. The bigger, quieter drain is everything around it — onboarding, billing, compliance, reporting — and every tool that touches client data is a supervisory question the regulators now expect you to answer.
The tools multiply faster than you can vet them
A category that barely existed three years ago now has dozens of vendors pitching your firm. Picking wrong wastes money and burns your team's willingness to try again.
The regulators moved from guidance to accountability
The SEC and FINRA now apply supervision, recordkeeping and marketing rules to AI use, and expect firms to inventory every use case and show who's overseeing it.
Nobody's job is to bridge the two
Tool vendors sell features, not compliance. Generic consultants don't know your obligations. The efficiency case and the governance case sit on different desks — and you're caught between them.
What Hourfound is
We deliver the two things firms usually buy separately — operational efficiency and AI governance — as one engagement, from people who built the tools you're being pitched and who sell you none of them.
Capacity, made defensible.
Every workflow we redesign comes with the supervisory mapping and recordkeeping treatment to match it.
Built by operators.
Founded and exited fintech in this industry — we know your workflows and your obligations from the inside.
Vendor-neutral by design.
We sell no software and take no undisclosed referral fees. Where we hold vendor relationships, the value comes back to you as negotiated discounts.
What we cover
Every function — not just the front office.
The advisor's calendar is the obvious place AI helps. The bigger payoff is everywhere around it. Our diagnostic interviews every key role — up to six people, desk by desk.
- Advisory & client meetingsPrep, notes, follow-ups, plan drafting
- Client service & onboardingKYC, account opening, document collection, data entry
- Marketing & growthContent, newsletters and campaigns — within the marketing rule
- Investment operationsPerformance reporting, reconciliation, rebalancing admin
- Billing & feesFee calculation, invoicing, reconciliation
- Compliance & supervisionRecordkeeping, communications review, ADV, audit prep
- Finance & accountingBookkeeping, AP/AR, management reporting
- Practice management & HRScheduling, hiring, internal SOPs, vendor management
How it works
Start with the Blueprint. Continue as a Fractional AI Officer client.
Step 01 · The Blueprint
Ana, our AI interviewer, speaks with you and every key role — up to six people, each on their own time, no scheduling required. Five business days after the last conversation, your capacity-and-compliance roadmap arrives — and we walk you through it live on a 30-minute call.
Step 02 · The standing relationship
Most firms continue as Fractional AI Officer clients: a continuous compliance watch, a monthly intelligence digest, and quarterly 15-minute pulse interviews with every role that keep your program current as your firm, the tools, and the rules evolve.
Step 03 · Implement, with support
You run the plan — we make sure you run it right. The 90-day plan is built to be executed by your own team, and annual clients get a quarterly working session to troubleshoot, prioritize and unblock as adoption rolls out.
Inside the Blueprint
Not a report. An operating plan — with the audit file behind it.
Decisions made, diligence done, drafting finished — built from interviews across your firm, not a template. Two firms the same size receive visibly different Blueprints.
Firm-wide capacity map
Where hours leak across every function — front office to back — ranked by recoverable time and dollar value.
Vetted tool stack
The specific tools that fit your workflows and budget — each screened for the compliance questions it raises, diligence done.
Workflow redesigns
Before-and-after maps of core processes — meeting prep, onboarding, billing, reporting, compliance review — showing where AI takes over.
Capacity & ROI model
Hours reclaimed per month, translated into client capacity and revenue, against the real cost of the stack.
90-day plan
A week-by-week rollout that front-loads a quick win your team feels inside the first fortnight.
Governance bundle
An AI-use inventory mapped to supervisory expectations, draft WSP language, recordkeeping treatment, and vendor due-diligence summaries.
The standing relationship
A roadmap is a snapshot. The rules and the tools change every quarter.
The Fractional AI Officer retainer keeps your program current between assessments — anchored on the part that never stops mattering: staying defensible.
Continuous · Compliance watch
When the guidance shifts or your team adopts a new tool, you hear from us — not at the next quarterly. Your documentation stays audit-ready year-round.
Monthly · Intelligence digest
What's newly vetted and worth your attention, which rule changes touch your firm, and where your adoption stands — in one short brief.
Quarterly · Pulse re-assessment
Ana checks in with every previously interviewed role — 15 minutes each: what got adopted, what stalled, what's new — and your roadmap and governance file are refreshed. New team members can join anytime.
Engagement & pricing
Begin with the Blueprint. Stay for the program.
The alternative — an operations consultant and a compliance consultant, separately — runs well into five figures, and neither has built the tools you're evaluating.
Step 01 · One-time · The Blueprint
Everything in your Blueprint
Built from a diagnostic of every function in your firm — and yours to keep, whatever you decide next.
| Whole-firm diagnostic interviews — every key role, up to six | $1,500 |
| Firm-wide capacity map & ROI model | $1,250 |
| Vendor due-diligence dossier — compliance-screened stack | $1,500 |
| Examiner-ready AI policy pack — inventory, WSP language, recordkeeping | $2,500 |
| 90-day quick-win plan | $1,000 |
| Team adoption kit — prompts, SOPs & training deck | $750 |
| 30-min Blueprint walkthrough — live on a video call | $500 |
| ★ Fast-action bonus — book within 7 days: a 30-day implementation check-in call | $500 |
| Total value | $9,500 |
— then continue as a Fractional AI Officer client —
Pay monthly
The full program, billed month to month.
$1,500 / mo
cancel anytime
- Continuous compliance watch & audit-ready documentation
- Monthly intelligence digest
- Quarterly 15-min pulse interviews with every role + refreshed roadmap
- Vetted vendor list + negotiated client discounts
- Peer benchmarking across firms like yours
Prepay annually
Everything in the monthly plan — plus the help to put it to work.
$15,000 / yr
two months free · equivalent to $1,250 / mo
- Everything in the monthly plan
- Quarterly implementation working session — troubleshoot, prioritize, unblock
- Priority access between sessions
- Two months free versus paying monthly
Implementation support sessions are included on annual plans only.
Why now
Every Blueprint is reviewed personally before delivery, so we take a limited number of new firms each month — at founding-cohort rates that rise as we add firms and proof. And every quarter your firm runs AI without an inventory and supervisory map is a quarter of undocumented exposure. The sooner it's mapped, the sooner it's defensible.
The Found-Time Guarantee.
If your Blueprint doesn't identify at least 100 hours a year of recoverable capacity across your firm, we refund it in full — and you keep the work, governance file included. And if any deliverable isn't audit-ready, we revise it free until it is. The worst case is you got the entire Blueprint — plan, audit file, all of it — for nothing.
Fair questions
Straight answers.
The diagnostic is run by an AI?
Yes — Ana, our interviewer, runs a rigorous, structured intake that's thorough and works on your team's schedule, any hour of the day. The judgment that shapes your roadmap and every quarterly review is ours, from people who've built and sold in this industry. Ana scales the listening; we scale the insight.
How much of our team's time does this take?
One 45-minute conversation from you, and about 30 minutes from each key person — up to six interviews total, each booked whenever suits them, including before market open or after the last client call. No prep for anyone. That's the entire ask; everything else is our work.
We already use a meeting-notes tool. Why do we need this?
That tool handles one workflow in one corner of the firm. Hourfound looks at the whole operation — onboarding, billing, compliance, reporting, marketing — finds the capacity point tools miss, and makes sure the entire stack is both efficient and defensible. We'll also tell you, plainly, whether the tool you're already using is the right one.
Do you implement the tools for us?
No — you implement, we make sure you implement well. We're the brain, not the hands: the 90-day plan is built to be run by your own team, and annual clients get a quarterly working session to troubleshoot, prioritize and unblock as you roll things out. That keeps you in control of your own stack — and keeps our recommendations independent.
Is this compliance or legal advice?
No. We produce the inventory, supervisory mapping, recordkeeping treatment and documentation your program needs, and we flag where AI use creates obligations — but your CCO or counsel makes every call. Hourfound is built to support your compliance function, not to replace it or act as your adviser of record.
How do you handle our data and our clients' data?
It's used only to build and maintain your program — never shared, sold, or used to train public models, and deleted on request. We hold the tools we recommend to the due-diligence standard examiners expect, and we'll document that diligence for your files.
Are you independent, or do the tool vendors pay you?
We sell no software and take no undisclosed referral fees. Where we hold vendor relationships, the value returns to you as negotiated discounts. Our recommendations answer to your firm — that independence is the entire point of hiring us instead of listening to a vendor's pitch.
What is the recurring fee really buying?
A standing function. The tools and the rules change every quarter; the retainer keeps your stack current, your documentation audit-ready, and your firm benchmarked against peers — so the question "who's supervising our AI?" always has a clear answer.
Your peers are adopting AI either way.
Make sure yours is defensible.
A conversation with every desk. One Blueprint, five days after the last interview. A program that keeps your firm ahead — and audit-ready — every quarter after.
Get your Blueprint