Essential

Get Started with AdvicePay Essential!

Discover why more and more financial advisors are choosing AdvicePay to manage their billing and payment for their fee-for-service business. AdvicePay enables you to accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly.

AdvicePay Essential Includes:

Credit Card/ACH Payments

Recurring Auto-Billing

Limited to 10 Client Accounts

1 Independent Advisor Account

One-Time Invoicing

Payment/Payout Export

Compliant Workflows

All for just a $10/month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction)

Need AdvicePay for more than one advisor, unlimited clients, eSignature, or access to other integrations?

Check out AdvicePay Professional — or for firms with 25+ advisors, explore AdvicePay Enterprise.

AdvicePay Has The Resources You Need to Help You Understand the Era of Fee-For-Service

Get Started with AdvicePay Essential