Fractional COO Services for Growth-Stage Firms.

Fractional COO Services for 7+ figure Financial Advisors and Wealth Management Firms:

Fractional COO leadership for independent advisors and RIAs who want to protect their freedom and scale their firms by removing operational chaos — whether it’s your inbox, your team, or your tech stack.

Served 100+ advisory firms | CRM + workflow experts (Wealthbox, Redtail, Advyzon) | Team Management | EOS & SYSTEMology framework.

Ready for clear direction, guidance and clarity?

Schedule Your Discovery Call!

Operational Challenges Financial Advisors Face (and How to Fix Them)

You’re growing, but ops is still patchwork. Every client gets a different version of service, your team’s under‑trained, you don’t have time to manage them and your tech stack isn’t pulling its weight.

Atlas Park installs the operating system of your firm—clear roles, clean workflows, trained people, and tech that supports growth.

Fewer fires. Faster delivery. More referrals. Happier clients.

Results of Fractional COO Support for Advisory Firms

One defined client journey from prospect → onboarding → ongoing service
100% of team aligned to the same workflows
Faster cycle times for onboarding + prep
CRM usage moves from the “notes parking lot” to a “real command center”
Documented SOPs that new hires can follow on day one
Principals leading, not micromanaging

Fractional COO Support for
Independent RIAs and Growing Firms

Independent advisors & RIAs with 5–25 team members

Firms merging/acquiring or preparing for succession

Teams overwhelmed by inconsistent processes, handoffs, and unclear ownership

Leaders who want a hands‑on partner (not just decks) to implement the change

Not a fit if: You’re looking for entry‑level admin help or a one‑time “audit only.”

Our Fractional COO Process: Discovery, Build, and Ongoing Operations

Step 1 — Discovery & Alignment (Weeks 2–4):
Interviews, workflow/tech review, and a 30/60/90 roadmap.

Step 2 — Build & Train (Weeks 5–12):
We design service delivery systems, rebuild onboarding, optimize CRM, document SOPs, and train your team.

Step 3 — Operate & Improve (Ongoing):
Weekly operating rhythm, KPI visibility, and continuous improvement so the wheels don’t fall off.

Fractional COO Packages and Pricing Options

We co‑lead with your internal team, through our team resources, so capabilities stay in‑house.

Step 1: Assessment

Diagnostic view and identify quick wins. Fixed scope, fixed fee. Then move into Step 2 or Step 3.

Operational Assessment
Client Success Evaluation
1:1 Team Interviews
Documentation Review
Capacity Evaluation
Assessment Review Meeting
Project Management
One-Time Investment

Step 2: Growth

Fractional "COO Light" OR

Operational Coaching
Growth Planning & Preparation
Direct access to the advisor growth strategist team
Process Improvements
Capacity Protection
Monthly Team Strategy Call
Monthly Open Door CEO Call
Progress Scorecard/Dashboard
Operational Templates & Procedures
Monthly Investment

Step 3: GOLD

Full COO Partnership. Includes everything in Growth, plus…

Operational Execution
Full Service Delivery System Design
Workflow & Task Management
Calendar Coordination
Technology Utilization
Internal Communication
Role Design & Capacity Planning
Deeper Operational Review

Monthly Investment

These deliverables will help you along the way

We work in your environment to co-design actionable deliverables that have a real impact in your advisory firm. Here are some of our favorites!

Standard Operating Procedures

Workflow Design

Digitized Processes

Job Descriptions

Project Management Tools

Organizational Structure

Client Retention Programs

Client Onboarding Plans

Client Segmentation Maps

Objectives and Key Results

Recruiting (Through Strategic Partners)

Client Service Roadmapping

Tech Stack Review

Target and Performance

Case Studies: How Fractional COO Services Help RIAs Scale

Merging Firm, $450M AUM
Unified two service teams, standardized client journey, reduced onboarding time, increased team capacity for growth.

Solo‑to‑Team Expansion, $220M AUM
Built service calendar + SOP library, moved CRM from ad hoc notes to workflow‑driven delivery, stabilized hiring & training.

Succession‑Ready Firm, $300M AUM
Codified processes, created role clarity, prepared the business to operate reliably beyond the principal.

Technology Platforms We’re Familiar With for Advisory Firms

We’re familiar with most of the tech platforms out there and our solutions are not dependent on one particular tech stack. We realize that beyond the popular choices below are where the “divergence of technology” happens quickly and broadly across firms we work with.

What this means is that you can have something completely different than what’s listed below and there is still a good chance we will be able to help you. Our solutions are adaptable to any current technology environment.