File|13f

Form 13F Filing Service for Financial Advisors

Pricing

Transparent, simple 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, and we back every filing with a 30-day money-back guarantee.

$175/quarter

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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

What This Compares To

The average compliance team spends 16 to 40 hours per quarter gathering position data, matching CUSIPs, building XML, and resolving EDGAR errors in-house. At a typical compliance staff billing rate, that represents $800–2,000 in internal labor cost per filing — before accounting for the risk of a missed deadline or a rejected submission. File13F reduces that cost to $175 and those hours to zero.

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? See our Form 13F FAQ →