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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


Only for


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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

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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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What Our Users Are Saying

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

Ready to give AdvicePay a Try?