Make Financial Planning Advice Available to Everyone

The AdvicePay Story

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to find a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Surprisingly, the search for such a platform proved fruitless, leading them to a pivotal decision: they would create it themselves.

Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach. Today, AdvicePay continues to grow and adapt with new features and partnerships enhancing the platform's capabilities.

Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide. 

We're proud to be at the forefront of this transformative shift towards fee-based models. Join us as we shape the future of financial planning, one innovation at a time.

Learn more in our most recent Fee-for-Service Industry Trend Report.