Now you can get paid for your financial advice.
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!
Take the AdvicePay online tour!
Choose the plan that's right for you.
All the essentials for advisors
- 10 Client Accounts
- 1 Independent Advisor Account
- One-Time Invoicing
- Recurring Auto-Billing
- Credit Card/ACH Payments
- Payment/Payout Export
- Compliant Workflows
- AdvicePay’s industry leading data security
per monthGet Started
For advisors and ensemble firms.
- All Essential Features
- UNLIMITED Client Accounts
- Multiple Advisor Accounts
- Advanced Payment Settings
- Customizable invoices, email and client portal
- eSignature integration option – no additional fee
per monthGet Started
For small to medium sized firms needing additional advisor controls.
- $250/month minimum
- The $45/month will count towards the minimum.
- All Professional Features
- Enterprise-Friendly Features & Controls
- Multiple Advisor Management
- Home Office Portal
per monthContact Sales
For enterprise firms who require additional support and custom features for their advisors.
- All Enterprise Features
- API and Webhooks
- Priority Support
- Practice Manager
- Contracts and SLA’s starting at $2500/mo
- Due Diligence
- Custom Training and Webinars
- Custom Development Work
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.
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.
Made with love in Montana
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.