At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give you a clear, straightforward view into what’s included in our affiliation fee and what additional platforms, tools and technology are approved and available at an additional cost.
This new pricing overview reflects our commitment to choice, flexibility, and fairness, while ensuring you only pay for the tools that truly support your unique business model.
What the 2026 Pricing Sheet Covers
The pricing sheet is designed to give you a complete picture of:
✅ Annual rep and advisor expenses
✅ Approved platforms and technology tools
✅ What’s included in your ESI affiliation fee
✅ What’s truly optional—and paid directly to the provider
Whether you are a Registered Representative (RR), Investment Advisor Representative (IAR), or both, the 2026 pricing sheet outlines your expected costs in one easy-to-follow view.
Click Here to Access the 2026 ESI Fees, Platforms & Tools Pricing Sheet
Core Affiliation Fees: Simple and Transparent
Your ESI affiliation fee covers the essential infrastructure required to operate your practice compliantly, securely, and efficiently:
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Broker-Dealer & RIA Affiliation
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Cybersecurity protection
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Account opening & workflow technology
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Marketing, compliance & suitability systems
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Fee-based advisory platform (Illuminations powered by FMAX in 2026)
By including only core technology in the affiliation fee, ESI keeps base costs low—so you’re not subsidizing tools you don’t need.
Optional Platforms: Build the Tech Stack That Fits Your Practice
Every rep and advisor runs a different business. That’s why ESI offers a strong lineup of optional platforms and tools you can add based on how you serve clients:
- Advisor Analytics & Client Engagement
- Financial Planning & Business Management
- CRM & Scheduling
- Digital Marketing Platforms
This flexible model allows you to control your expenses, scale at your own pace, and invest only where it makes the most sense for your business.
Click Here to Access the 2026 ESI Fees, Platforms & Tools Pricing Sheet
Why This Matters
Too often in our industry, firms bundle technology into high, inflexible platform fees—forcing advisors to pay for tools they may never use. At ESI, we’ve done the opposite.
✅ Lower core costs
✅ Maximum flexibility
✅ Full transparency
✅ Direct relationships with leading tech providers
✅ No hidden platform markups
That means:
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Newer advisors can start lean.
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Established advisors can build robust tech stacks.
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Growing teams can scale strategically.
With ESI, you don’t just join a firm—you build a practice on your terms.
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