Home › Book Publishing for Wealth Managers
Publishing for wealth managers and RIAs
Before a family moves their money, they talk to their CPA and their estate attorney. They meet a few firms. They read. A book on the money event they face gives them your thinking, in your words, before the first meeting.
Tell us who you advise and the question they ask you most. Within one business day you get the path that fits and a price in writing.
The short answer
For wealth managers and financial advisors, Columbia Publication offers three programs. Have a manuscript? The Authority System costs $4,999 and Authority Plus starts at $7,500, adding full editing, an audiobook and 15 printed copies. Want it written with you? Gravitas Press runs from $25,000 to $45,000, built from 15 to 18 hours of interviews. Your compliance team reviews before print, and you keep 100% of rights and royalties.
Prices checked October 26, 2026 · Reviewed by Gia Kahn, Lead Editor · Next review November 2026 · How we check
Is this you?
Most pitch decks say the same things. Your thinking is the part they leave out.
A family comparing advisors sees fee schedules, model portfolios and slides that look alike from firm to firm. The part that sets you apart, how you think about their sale, their inheritance or their retirement date, stays in your head until the meeting. By then the shortlist may already be set.
A book puts that thinking in their hands first. We write it with you from interviews or edit your draft, keep claims inside marketing-rule limits, and leave room for your CCO to read every page before print.
Start here
One question sorts it: will you write the manuscript, or should we write it with you?
| Program | Price | Choose it if |
|---|---|---|
| Authority System | $4,999 | You have the manuscript and want it copyedited, designed, published and launched with an author website and press release |
| Authority Plus | From $7,500 | You have the manuscript and want the full launch: three levels of editing, an audiobook, 15 printed copies and the 3-Day Bestseller Launch Campaign |
| Gravitas Press | From $25,000, up to $45,000 | You want the book written with you from interviews, or your manuscript elevated, under the executive imprint with PR strategy. See Gravitas Press |
Not sure yet? Book the free strategy call. A senior editor talks through the families you serve and sends a one-page outline: the reader, the angle and the chapter list.
What a book does
A CPA can slide your book across the desk to a client with a liquidity event. A brochure goes in a drawer; a book on their exact situation gets read.
A prospect who has read how you plan for a business sale arrives with questions about their sale, not about who you are.
Each talk to a local group or association ends with copies on the table, so the room goes home with your thinking.
The book stays part of the firm’s brand and can help introduce the next advisor in a succession plan.
A book helps only as much as you use it. We do not promise assets, clients or outcomes, and we never publish client figures we cannot evidence.
Which book suits your practice? Ask a senior editor on the free strategy call.
Plan My Advisor BookChoosing the book
One event, explained start to finish: selling a business, executive stock compensation, an inheritance, the year before retirement. Narrow beats broad here, because the reader is living that one event.
How you build portfolios, how you think about behavior and risk, and what the fiduciary standard means in your process.
Why you founded the practice, or a planning framework you built and now teach.
Compliance
Your time
Plan on 15 to 18 hours if we write it with you. That is 20 to 24 interviews of about 45 minutes, booked around review season so your heaviest weeks stay clear. You then read each chapter as it arrives. If your manuscript is already written, production runs 4 to 9 weeks from the approved quote, and the time your compliance review needs is added on top. Co-writing with a partner at the firm? Each of you is interviewed separately.
When it is done
A CPA gives your book to a client who is about to sell a company. The client reads the chapter on the year of the sale, underlines two pages and calls your office. The first meeting starts with those two pages.
Programs
Three ways in, each quoted in writing before you sign, so the full cost is known before compliance or the partners see it.
You wrote it
$4,999
Your manuscript copyedited and designed, the Amazon listing optimized, plus an author website and a press release. Laid out chapter by chapter for your compliance review.
For the advisor who has the draft and wants a finished book to hand across the table.
Production typically 4 to 9 weeks
Get My Book PlanMost chosen
From $7,500
Every part of the Authority System, then three editing passes (developmental, line and copy), an audiobook, the 3-Day Bestseller Launch Campaign and 15 printed copies to bring to client reviews and seminars.
For the firm that wants print copies on the conference table and an audiobook for clients who listen on the drive.
The full launch
Get My Book PlanWritten with you
From $25,000
A senior writer drafts your planning philosophy from interviews, or lifts your own draft to executive standard. Published under the Gravitas Press imprint, with PR strategy and 25 copies for your best referral partners.
For the advisor whose week is all client meetings: you talk, a senior writer writes, you approve.
Up to $45,000 written with you
Get My Book PlanWhat protects you and your firm
One payment, in full, once you approve the quote. The book is yours, not the firm’s or ours, with 100% of rights and royalties.
What you can count on
How it runs
We’ve started with Help writing the book. Add anything else your manuscript needs, and a specialist sends an itemised quote within one business day. Free, confidential, no obligation.
Written quote within one business day. Nothing is charged until you approve it. 100% of your rights stay yours.
Questions
A finished manuscript costs $4,999 to publish through the Authority System: copyediting, design, publishing, an author website and a press release. Authority Plus, from $7,500, adds developmental and line editing, an audiobook, 15 printed copies and the 3-Day Bestseller Launch Campaign. Gravitas Press, the executive imprint, starts from $25,000 with your manuscript and goes up to $45,000 when a senior writer builds the book from your interviews.
Not when it is written for review from day one. The manuscript follows SEC Rule 206(4)-1 and FINRA communications rules where they apply, makes no performance guarantees or return projections, and anonymizes every client. Your compliance team reads it before print, and we revise to their comments.
Yes. Through Gravitas Press a senior writer drafts the book from structured interviews, 15 to 18 hours of your time in sessions of about 45 minutes. You approve every chapter. A ghostwriter without the imprint starts from $7,500.
Production takes 4 to 9 weeks once the manuscript is approved, plus however long your compliance review takes. If we write it with you, the interviews and drafting come first, and your written proposal shows each phase with dates.
Not through us. You hold 100% of the rights and royalties. Your firm may have its own policy on outside publications, so check with compliance before you start.
Yes. The firm or you personally can pay. Either way, it is paid in full upfront once the written quote is approved.
Yes. Plan for it from the start: we build your compliance review into the schedule, and the book is not printed until your reviewers have read it and we have made their changes.
Name the families you serve and the money event they face. A specialist answers within one business day with a path and a written price.
Plan My Advisor BookWe use cookies to measure visits and the performance of our ads. You can accept or reject them. Privacy policy
