Efficient. Compliant. Secure.

The only billing and payment solution designed for fee-for-service financial planning.

Ready to stretch beyond the AUM model and grow your business through Fee-For-Service offerings to your financial planning clients?

Now you can, with AdvicePay!

Essential

Only for

$10/mth

Get Started

All the basics for a new firm or solopreneur.

  • Up to 10 Client Accounts
  • 1 Independent Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • 0 Admin/Analyst Users
  • AdvicePay Logo
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Professional

Starting from

$50/user

per month

Get Started

Perfect for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options.

  • All Essential Features
  • UNLIMITED Client Accounts
  • Multiple Advisor Accounts
  • Advanced Payment Settings
  • Customizable invoices, email and client portal
  • Brand with custom logo
  • eSignature
  • Access to Integrations
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Enterprise

Starting from

$250

per month

Get Started

For small to medium-sized firms needing additional advisor controls and oversight.

  • $250/month minimum
  • All Professional Features Plus
  • Home Office Portal
  • Options for Invoice Approvals
  • Customizable Advisor Permissions
  • Oversight Of Plan Deliverables
  • Sort Advisors Into Offices With Their Own Admin and Branding
  • Custom Processes & Workflows
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Enterprise Plus

Starting from

$2500

per month

Contact Sales

An advanced platform for enterprise firms who require additional support, customized features, and API integration.

  • All Enterprise Features
  • API and Webhooks
  • Dedicated Enterprise Relationship Manager
  • Priority Support
  • Custom Development Work
  • Due Diligence
  • Custom Training and Webinars
  • Contracts and SLA’s starting at $2500 per month
Compare the Plan

Register for an upcoming Demo

See AdvicePay in action during our live demo webinar. Ask your questions and drill down into the features that matter to you.

Free Trial, anyone?

Need to try before you buy? Sign up for a free 14-day trial of AdvicePay. We’re so confident you won’t want to leave that we don’t ask for an upfront commitment.

The The AdvicePay Story story


We’re relatively new to fintech – but not to financial planning. Building AdvicePay is fueled by the passion and deep experience of our co-founders, Michael Kitces and Alan Moore. As leaders in the financial services industry, Michael and Alan are strong advocates for evolving the field of financial planning beyond assets under management to helping clients build wealth, from the ground up. The fee-for-service model of financial planning is now road-ready with AdvicePay. How did they do it? Learn more.

We’re proud to be a local business with national impact, headquartered in the beautiful town of Bozeman, Montana. Learn more about our amazing team, in Montana and beyond.