Essential

No need to collect paper checks and enter bills every month or quarter - create subscriptions to automatically send invoices and collect ongoing payments via ACH or credit card

Quickly determine the right fees for an engagement with customizable fee calculators based on income, net worth, complexity, or other factors

Seamlessly upgrade your account to our Professional plan when you have more than 10 clients or need additional capabilities like custom branding, eSignature, or integrations

Never worry about regulatory compliance thanks to our features designed to meet FINRA, SEC, and state requirements

Accept credit card and ACH payments without triggering custody to avoid additional compliance oversight requirements

Protect your clients’ sensitive data with robust security measures

Eliminate the risk of being kicked off generic payment processing platforms

“AdvicePay is a huge time savings for me in terms of monthly and quarterly invoicing. I don’t have to think about it, I just let AdvicePay do its thing and automatically send out the invoices. I have zero accounts receivable at all times.”

Kaleb Paddock, CFP®

Ten Talents Financial Planning

Transform your fee-for-service workflow, risk-free

We‘re so confident in AdvicePay’s ability to help you launch your fee-for-service offering, that we offer a risk-free, no-obligation, 14-day trial. See firsthand how a convenient and compliant billing and payment platform makes a difference.

If AdvicePay doesn’t meet your expectations, simply cancel your account at any time. No hidden fees, no cancellation charges – just peace of mind. Your user data, including all transaction and audit history, is yours to keep.