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Get Paid for Your Advice with AdvicePay!

Created for financial advisors by financial advisors, AdvicePay is the only billing and payment solution for financial planners designed specifically for the fee-for-service practice model.

In AdvicePay, you can:

    • Issue one-time or recurring/subscription invoices
    • Accept credit cards and/or ACH payments
    • Avoid custody with compliant workflows
    • Customize the Client Portal and AdvicePay emails with your firm’s logo*
    • Send client agreements and payment agreements for eSignature**
    • Download full transaction and email logs

*Customization options available with Professional and Enterprise subscriptions only.
**AdvicePay’s eSignature upgrade is available for just $15/month/user.

Choose Your Subscription




  • 10 Client Accounts
  • 1 Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows
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  • All Basic Features
  • Additional User Logins
  • Unlimited Client Accounts
  • Advanced Payment Settings
  • Custom Invoices
  • White Label Client Portal
  • Integrations
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  • All Professional Features
  • Price Break for More Advisors
  • Enterprise-Friendly Features
  • Multiple Advisor Management
  • Home Office Portal
  • Contracts and SLAs starting at $2,500/mo Enterprise Pricing
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What Our Users Are Saying

“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

Ready to give AdvicePay a Try?