One Billion Processed on AdvicePay

The official announcement

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Get the full story behind AdvicePay processing $1B in financial planning fees — and what it means for advisors, firms, and the future of planning.

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For firms with 50+ advisors

Take the next step

Join the fastest-growing planning-first firms. Meet with our team to see how AdvicePay can streamline billing, workflows, and oversight at scale.

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For teams under 50 advisors

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Jump into fee-for-service billing with tools built for solo advisors and small teams. Simple setup, predictable pricing, fully compliant.

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$1,000,000,000

Financial Planning Fees Processed

$

1

,

0

0

0

,

0

0

0

,

0

0

0

Financial Planning Fees Processed

From one to one billion

Real firms. Real flow. Real results.

14K+

2M+

$1B

How HTK increased financial planning engagements by 51%

51%

27%

100%

3.2x

The one change that doubled LPL’s financial planning revenue

From $1B to what’s possible

Read the release

Take the next step

Get started, today

What a billion means

For Advisors

For Clients

For Firms

Ready to be a part of the next billion?