How long is the contract with OJay Media?

Contract length is discussed on the partner intro call and depends on the engagement type. Most advisors are in a minimum initial term while the funnel builds momentum — typically the first 60–90 days are the ramp period before appointment volume stabilizes. Long-term partnerships are the norm because the system compounds: retargeting audiences grow, ad creative improves, and show rates typically increase over time.

Do I need to pay anything upfront before seeing results?

Yes — there is a setup deposit required before work begins. This covers the full funnel build: VSL production, landing page development, email qualification sequences, compliance review, and booking system configuration. This is the work that exists before a single ad goes live. After the build phase, ongoing fees are performance-based.

Is Oliver Johnson (Oliver Jonsson) the same person as Oliwer Jonsson at OJay Media?

Yes. Oliwer Jonsson is the founder of OJay Media — the name is Swedish, and American prospects frequently spell it as Oliver Johnson or Oliver Jonsson. Same person, same company. His full legal name is Oliwer Ludwig Bengt Jonsson; his VAT registration SE050823511601 is publicly verifiable at vies.europa.eu.

How does OJay Media's pricing compare to flat-retainer agencies?

Flat-retainer financial advisor marketing agencies commonly charge $3,000–$15,000 per month regardless of whether they deliver appointments or not. OJay Media's model shifts the financial risk: instead of paying a large fixed monthly fee regardless of results, you pay a setup deposit once and then per qualified appointment delivered. For advisors who want agency accountability tied directly to performance, the math typically favors a pay-for-performance structure once appointment volume is consistent.

How Much Does OJay Media Cost? Pricing & Fees (2026)

The Short Answer

OJay Media uses a performance-based pricing model: a one-time setup deposit to build your funnel system, followed by a per-qualified-appointment fee for every booked call that meets the qualification criteria. Total monthly investment typically ranges from low to mid four figures, scaling with appointment volume and market competitiveness. Exact fee amounts are not published here — they are disclosed in full on the partner intro call because pricing is calibrated per market and per advisor's AUM target.

This page explains how the model works, what is and is not included, who it suits, and how it compares to the flat-retainer alternatives most advisors have already tried.

Key Takeaways

Performance-based structure: You pay a setup deposit once, then per qualified appointment delivered — not a flat monthly retainer regardless of results.
Geographic exclusivity is included: One advisor per city. No sharing your market with a competitor running the same funnel.
Ad spend is separate: You fund your own Meta account directly. No hidden ad-spend markup.
Client cap is 4–6 advisors at any time: Boutique capacity is deliberate, not a sales tactic.
Not for every advisor: Junior advisors, those under $50M AUM, and anyone looking for the cheapest option will not be a fit.

The Pricing Model Explained

Setup Deposit

Before any ads run, OJay Media builds the complete acquisition infrastructure: VSL (video sales letter) production, landing page development, email qualification sequences, booking system configuration, and SEC/FINRA compliance review of all creative. This work exists entirely before a single dollar of ad spend is deployed, and it is covered by a one-time setup deposit.

The deposit is not a retainer. It is a build fee. Once the infrastructure is live, the ongoing cost structure shifts to performance.

Per-Qualified-Appointment Fee

After launch, fees are tied directly to results. Each qualified appointment — a booked call with a prospect who meets the minimum criteria (typically $500K+ investable assets, confirmed interest, and a scheduled time) — triggers a per-appointment fee.

This structure means OJay Media's revenue goes up only when your calendar fills. There is no financial incentive to keep an advisor on a retainer while results lag.

Geographic Exclusivity

Each client receives exclusive rights to their market. If an advisor in Austin signs on, no other OJay Media client runs the same funnel system in Austin. This is a deliberate design choice: the system targets specific demographics within a defined geography, and splitting that audience across multiple advisors would dilute performance for everyone.

Exclusivity is included in the pricing — it is not an add-on.

The 4–6 Client Cap

OJay Media operates with a maximum of four to six active clients at any given time. This is not a marketing gimmick. Managing a paid acquisition system at the quality level required for a $50M–$5B AUM advisor demands close attention: ad creative rotation, audience segmentation, qualification call review, compliance versioning. At larger client volumes, that quality degrades.

The cap means there are frequently no open slots. If you are evaluating OJay Media, the partner intro call is the right starting point to check current availability.

What Is Included vs. What Is NOT Included

The engagement covers the full acquisition stack from the 4A Framework — the proprietary system built across 23 compliance-reviewed funnel deployments. Two things are explicitly outside the scope.

Included in the Engagement

Full Acquisition Stack

Meta paid advertising management — campaign setup, audience targeting, creative strategy, ongoing optimization
VSL funnel — scripted, produced, and compliance-reviewed video sales letter with landing page
Email qualification sequences — automated pre-call nurture and qualification to improve show rates
Booking and qualification system — calendar integration, pre-screening questions, confirmation workflows
SEC/FINRA compliance review — all ad creative and funnel copy reviewed for regulatory compliance before deployment
Geographic exclusivity — your market, locked to you

NOT Included

Outside the Scope

Ad spend. You fund your own Meta advertising account directly. OJay Media manages the campaigns but does not hold or pass through your ad budget. Advisors in this model typically allocate $2,000–$5,000 per month.
Sales call handling. OJay Media fills your calendar with qualified prospects. Closing those calls is your responsibility — the relationship, trust, and professional judgment required to move a prospect from interested to client are yours to bring.
Back-office or CRM buildout. Client data handling, portfolio software, and back-office integrations remain inside your practice.
Ongoing financial planning work. The engagement is acquisition-focused — service delivery to signed clients is outside scope.

The client results page shows what these systems have produced: 65–85% show rates, 18–32% close rates, and $220M+ in pipeline AUM generated across the client book.

Why This Pricing Structure Exists

Most financial advisor marketing agencies charge flat monthly retainers: send an invoice on the 1st, cash it regardless of what the month produced. There is no structural incentive to perform.

The performance model inverts that dynamic. When your appointment volume is the only lever that increases OJay Media's revenue, the incentives are aligned. This is what is sometimes called "skin in the game" — the agency's income is tied to the same outcome you care about.

The tradeoff is real. You carry the risk during the build phase (the setup deposit). OJay Media carries the risk during the ongoing phase (no appointments means no appointment fees, which means underperformance hits OJay Media's revenue directly). That mutual exposure is what makes the relationship different from a conventional retainer engagement.

How OJay Media Pricing Compares to the Market

Financial advisor marketing is not a cheap category. Agencies that specialize in RIA and wealth management client acquisition commonly charge $3,000–$15,000 per month in flat retainers, based on industry benchmarks for specialist financial services marketing firms. That range reflects scope: SEO and content agencies sit at the lower end; full-service, paid-ads-plus-funnel shops sit at the upper end.

What those flat retainers rarely include is any performance accountability. An agency billing $8,000/month has the same incentive to keep you on contract whether you booked 20 appointments or zero.

OJay Media's total monthly cost (setup amortized, plus appointment fees at a running volume) is within that same general range for advisors who are generating consistent appointment flow. The structural difference is where the financial risk sits.

Who This Pricing Is NOT For

Transparency matters here. OJay Media is not a fit for every advisor who reaches out. Specifically:

New advisors with a small book. If you are managing under $50M AUM or have fewer than a few years in the business, the economics of a performance-based acquisition system are unlikely to work. The appointment fees make sense when a single closed client adds $500K–$2M+ AUM. Sub-$50M books often cannot generate the per-client revenue to justify the per-appointment cost.

Advisors under 25 or early-career reps. OJay Media generates appointments with prospects who are often placing retirement assets, inherited wealth, or business-exit proceeds. The advisor on the other side of those calls needs to be able to handle that conversation credibly. This is not a fit for junior reps still building that experience.

DIY-inclined operators. If your preference is to own the ad account, build the funnel yourself, and manage campaigns in-house, this is not the model. OJay Media is a done-for-you system; the value is in delegation, not in learning tools.

Anyone looking for the cheapest option. This is not cheap. If the primary filter is lowest monthly cost, there are cheaper options in the market. They tend to produce proportionately cheaper results.

Who This Pricing IS For

The advisors who get the most value from this model share a few characteristics:

Managing $50M–$5B AUM and looking to scale without adding headcount or overhead
Confident in their ability to close a qualified prospect on a sales call
Willing to invest in a system and let it compound over 3–6+ months rather than expecting instant results
In a defined geographic market with a specific ideal client profile (demographic, wealth tier, profession)
Done with referral-only growth and ready to build a predictable acquisition channel

The case studies on the results page reflect this profile. Chris Reid at Capital Partners Wealth Management put $12.9K into ad spend and generated $100K+ in revenue — a 4:1 return on the marketing investment. Roger Chen at myeCFO spent $9.7K across the engagement, acquired two new clients, and added $6M+ in AUM. In both cases, the advisor had an established book, closed their own calls, and let the system run.

The ROI Frame

The way most advisors think about marketing cost is monthly spend. The more useful frame is cost-per-AUM-acquired.

If a single new client adds $1M AUM and your management fee is 1%, that client generates $10,000/year in recurring revenue. At a 5-year retention horizon, that client is worth $50,000 in gross revenue. The question is what you are willing to pay to acquire that client.

When you put $9.7K into a system and get $6M AUM back (as Roger Chen reported), the cost-per-dollar-AUM-acquired is approximately $0.0016. No referral program, no events business, and no content strategy produces numbers like that at scale. The comparison that matters is not "how much does OJay Media cost?" but "how much does each dollar of AUM acquired cost across every channel you are running?"

See the raw numbers from advisors running this model → Client results and case studies

Frequently Asked Questions

What is the minimum investment to work with OJay Media?

There is no single published minimum because total investment depends on market, volume targets, and scope. What is consistent: there is a setup deposit before launch, and per-appointment fees after. Exact figures are on the partner intro call. Advisors should expect a meaningful investment — this is not a $500/month service.

Is there a money-back guarantee?

The performance model is itself the accountability structure. You pay per appointment delivered after the build phase. The setup deposit (which covers funnel build and compliance review) is not refundable once work begins — that is standard across done-for-you engagements. If appointments are not being generated, you are not paying appointment fees.

How long is the contract?

Contract terms are discussed on the intro call. The first 60–90 days are typically the build and ramp phase before appointment volume stabilizes. Most advisors remain in longer-term partnerships because the system improves over time — retargeting audiences grow, creative performs better, and show rates typically increase.

Can I pay monthly rather than upfront?

After the initial setup deposit, yes — the per-appointment model is inherently pay-as-results-arrive. There is no large lump-sum retainer paid months in advance.

Is ad spend included in OJay Media's fees?

No. You fund your own Meta account directly. OJay Media manages the campaigns; your money goes to Meta, not through OJay Media. Typical advisor ad budgets run $2,000–$5,000/month in this model.

Do I need to pay anything before I see results?

Yes. The setup deposit covers the full build: VSL production, landing pages, email sequences, compliance review, and booking configuration. That infrastructure has to exist before ads can run and before appointments can be generated. After the build, fees are performance-tied.

How does this compare to flat-retainer agencies?

Flat-retainer specialist agencies in the financial advisor marketing space commonly charge $3,000–$15,000/month regardless of outcomes. OJay Media's model shifts financial risk to performance. For advisors who have paid flat retainers without consistent appointment generation, the structural accountability of pay-per-appointment is the primary difference.

Is "Oliver Johnson" or "Oliver Jonsson" the same as Oliwer Jonsson?

Yes. Oliwer is a Swedish first name, and American prospects who receive outreach from OJay Media often write it as Oliver Johnson or Oliver Jonsson. Same founder, same company. His Swedish VAT registration SE050823511601 is publicly verifiable at vies.europa.eu.

How to Get Exact Pricing

OJay Media's specific fee structure is not published as a rate card. Pricing is tailored to your market, your AUM tier, and your appointment volume target — and it is disclosed in full on the partner intro call.

The intro call is 30–45 minutes. It covers: your current growth situation, your ideal client profile, your market geography, and whether OJay Media has an open slot in your area. If there is a fit, exact pricing is shared before any commitment.

There is no obligation on the call. If the numbers do not work for your situation, that will be clear quickly — and you will know exactly what the model costs before deciding.

For background on OJay Media's methodology, see the process overview covering the 4A Framework. For independently verifiable client results, see case studies and testimonials. For questions about OJay Media's legitimacy and track record, see is OJay Media legit? and OJay Media reviews.

How Much Does OJay Media Cost? A Transparent Breakdown