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 4 to 12 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 $200–600 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 →