Pricing Archive


Only for


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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Starting from


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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Starting from

$Let's Talk

per month

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

  • 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 and Workflows
  • API and Webhooks
  • Dedicated Enterprise Relationship Manager
  • Priority Support
  • Custom Development Work
  • Due Diligence
  • Custom Training and Webinars
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We charge a fixed fee and a percentage of the transaction each time you accept a credit or debit card payment.

3.5% + $0.30
Per Credit Card Transaction

Per ACH Transaction

My Business Skyrocketed

“I received great training and support from AdvicePay After using their platform my business skyrocketed! I would also like to say thank you to all your staff.”

Eleni Q.


“It took me almost two years to get our RIA to approve a new solution for our client subscription fees since we are the only advisor using that model. Yesterday, we ran our first subscription fee through AdvicePay. The team at AdvicePay was amazing! Thank you so much!”

Chad C., CFP

Compare the plans

All the essentials for advisors.
For advisors and ensemble firms.
For small to medium sized firms needing additional advisor controls.
Firms who require additional support and custom features for their advisors.


ClientsUp to 10 Unlimited Unlimited Unlimited
Advisors1 Independent Advisor Unlimited Unlimited Unlimited


One-Time Payments
Invoice Approval Process--




Firm Name
Logo- Advisors can have their own logo Advisors can have their own logo
Admin Users-
Change Plan
Enable advisors to pay for AP account--
Billing History Advisors can have their own billing history Advisors can have their own billing history
Invoice approvals--
Subscription Date Range
Max Invoice Amount & Subscription Term--
Invoice Disclosure- Firm managers can disable for advisors Firm managers can disable for advisors
Description of Services Firm managers can disable for advisors Firm managers can disable for advisors
Document Vault
Enable advisor to upload templates-
Email & Notification
Allow advisors to add custom messaging--
BCC recipients
Advisor notifications
Additional advisor-side email recipients

Custom Work

Relationship Manager---
Custom Training & Webinars---
Custom Development Work---
API & Webhooks---
Due Diligence---
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