Nacho
US-based fractional EAs and specialists for regulated financial-services workflows
Advisory firms wanting flexible US-based EA and specialist capacity for client review prep, CRM upkeep, document follow-up, reporting, and marketing administration.
At a glance.
- Support model
- Fractional Executive Assistants, Specialists, and Fractional Executives under a shared talent budget
- Commitment
- 3-month initial commitment; month-to-month afterward
- Starting price
- $1,000
- Price basis
- Talent geography
- United States
What stands out, and what still needs checking.
Advisor-specific operating detail includes Redtail/Salesforce CRM cleanup, review packets, KYC-document follow-up, and compliance-review-ready marketing drafts. · Published pricing and rollover mechanics make the commercial model unusually clear. · US-based fractional bench can mix EA, specialist, and executive work in one budget.
Brand changed from Trusty Oak to Nacho in July 2026; older reviews and references may use the former name. · The site says it supports regulated workflows but does not replace the RIA’s compliance supervision or licensed judgment. · No qualifying independent review-platform rating was located.
Exact advisor experience of the assigned person; access controls for client PII; supervisory boundaries; replacement process; how unused-hour rollover and the initial term work in practice.
What we found and where it came from.
4 claims
serves advisors, RIAs, family offices, and finance teams with review prep, CRM, document, reporting, and marketing workflows.
$1,000 minimum monthly talent budget, $300 onboarding, 3-month initial commitment, then month-to-month; unused hours roll over.
Trusty Oak became Nacho in July 2026.
founded 2015 and headquartered in Austin, Texas.
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