Consulting Retainer Engagement Options
Starter
Retainer
The ideal entry point for solo founders and micro-businesses taking their first compliance steps.
Monthly Fee:
$750
Annual Commitment: $8,250/year (includes 2-month equivalent savings)
What’s Included:
• Policy gap assessment at onboarding
• 1 email exchange per week for policy questions and guidance
• Monthly 30-minute Zoom check-in
• Email responses within 2 business days
Up to 2 Advisory Hours Monthly
Annual commitment
Light
Retainer
Designed for small businesses establishing their compliance foundation.
Monthly Fee:
$2,000
Annual Commitment: $22,000/year (Includes a 2-month equivalent discount)
What’s Included:
• Policy gap assessment + 90-day compliance action plan at onboarding
• Monthly 30-minute check-in call
• Email access with responses within 1 business day
• Industry-specific regulatory updates
• Compliance risk assessment every 2 years
Up to 3 Advisory Hours Monthly
Annual Commitment
Standard Retainer
For growing businesses with active, ongoing compliance needs.
Monthly Fee:
$3,500
Annual Commitment: $38,500/year (2-month equivalent savings)
What’s Included:
• Full compliance & risk assessment at onboarding
• Monthly 60-minute check-in call
• Email access + occasional quick calls within allocated hours
• Responses within 1 business day
• Quarterly policy check-in to ensure currency
• Compliance & risk assessment every 2 years
• Compliance investigation guidance
Up to 6 Advisory Hours Monthly
Annual Commitment
Premium Retainer
For established organizations that want a trusted compliance expert on retainer.
Monthly Fee:
$5,500
Annual Commitment: $60,500/year (2-month equivalent savings)
What’s Included:
• Full compliance & risk assessment at onboarding
• Bi-weekly 30-minute check-in calls
• Priority email- same business day response
• Regulatory monitoring and compliance updates
• Compliance & risk assessment every 2 years
• Training delivery support
• Compliance investigation support
Up to 12 Advisory Hours Monthly
Annual Commitment
Ongoing monthly compliance and governance advisory support. Retainer hours are allocated monthly and expire at the end of each billing month. Unused hours do not roll over. Annual commitment available at a 2-month discount equivalent.
The content on this website is provided for general informational purposes only and does not constitute legal advice, compliance advice, or regulatory guidance. JMB Compliance Consulting is not a law firm, and nothing on this site should be construed as the practice of law. Even though the principal of JMB Compliance Consulting holds a license to practice law, all services offered through this website and any resulting engagement are provided solely in a consulting capacity, not as legal counsel or in the context of attorney-client representation. Nothing on this site should be construed as a substitute for professional consultation tailored to your specific circumstances. Viewing this website, submitting an inquiry, or communicating with JMB Compliance Consulting through this site does not create an attorney-client relationship, a consulting engagement, or any other professional relationship. No such relationship is formed until both parties have executed a written engagement agreement. If you require legal advice, please consult a licensed attorney in your jurisdiction.
Engagement Terms
How are advisory hours utilized each month?
Advisory hours cover strategic calls, document reviews, and regulatory research to ensure your business remains compliant. Hours are allocated according to your retainer level each month.
What does an annual commitment truly involve?
Retainers require a 12-month agreement to provide consistent oversight and long-term stability for your compliance framework, allowing for deeper strategic integration.
Can we upgrade our retainer tier mid-year?
Transitioning to a higher tier is seamless as your business scales. We adjust your advisory block and monthly fee to match your increased complexity and compliance needs.
Ready for tailored compliance support?
Engage JMB Compliance Consulting today for a dedicated partnership that secures your operations and drives long-term success.