File|13f

Form 13F Filing Service for Financial Advisors

Pricing

Form 13F Filing Costs: Simple, Transparent Pricing

Everything needed to produce and submit a complete, EDGAR-compliant Form 13F filing — from raw custodian data through confirmed submission — for one flat fee. No long-term contracts, no setup fees, no per-position charges. Cancel anytime.

$175/quarter

Get Started!

What’s Included at $175/Quarter

  • Data harvesting – We work with position files from any custodian (Schwab, Axos, JPMorgan, First Clearing, Fidelity, Pershing, and others) or portfolio management system (Orion, Tamarac, Advent, Black Diamond, and others)
  • Multi-custodian consolidation – We aggregate positions across multiple custodian files, deduplicate holdings by CUSIP, and reconcile the data into a single reportable dataset
  • CUSIP cross-referencing – Every position is validated against the SEC’s current quarter 13F eligible securities list
  • Threshold screening – We apply the SEC’s minimum reporting thresholds and flag any edge cases for your review
  • EDGAR XML formatting – We build the XML file to the SEC’s published schema with all required fields completed
  • EDGAR submission – We submit the filing directly to EDGAR and you receive the SEC’s confirmation email
  • Error resolution – If EDGAR returns a validation error, we fix it and resubmit at no additional charge
  • Filing copy – You receive a copy of your final submitted data for your compliance records

Amendment Pricing

Amendments cost $175 per filing. The $175 quarterly fee covers your primary quarterly filing. Resolving an EDGAR validation rejection before acceptance is separate from amending an already accepted filing.

What This Compares To

Preparing Form 13F in-house takes staff time to gather position data, match CUSIPs, build XML, and address validation issues. The workload varies with the firm's holdings, data quality, and process. File13F's $175 quarterly filing service can reduce that preparation workload; your firm still provides the source data and reviews and authorizes its filing.

No 13F filing software subscription, no annual contract, no per-filing surcharge for additional positions. One price, every quarter.

File13F is listed in the Kitces AdvisorTech Directory — the leading independent resource for RIA technology recommendations. Kitces is the most widely read publication in the financial advisory industry.

Questions? Review the full Form 13F filing service, try the free Form 13F threshold calculator, or see our Form 13F FAQ.

Related Reading