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I need to plan for my expenses and don't like the unexpected.

Other Independent Contractor Expenses

Errors & Omissions

$225 / month

Registration Fees

Typically $50 – $75 per state (TN and TX are closer to $300 each) This expense is passed on exactly as charged by each state.

CRD Continuing Education

Typically $100 per session — actual fee charged by FINRA

Computer System
  • $150 per month Smartstation Access (without Envision®)
  • $180 per month Smartstation with Envision®
  • $500 per month Smartstation Access (without Envision® with real time quotes
  • $530 per month Smartstation with Envision and real time quotes.