Basic

Basic

$10/month

Basic
  • 10 Client Accounts
  • 1 Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows
Learn More Get Started
triangle
Professional

$50/month

Professional
  • All Basic Features
  • Additional User Logins
  • Unlimited Client Accounts
  • Advanced Payment Settings
  • Custom Invoices
  • White Label Client Portal
  • Integrations
Learn More Get Started
triangle
Enterprise

Enterprise

$100/month

Enterprise
  • 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
Learn More Get Started
triangle

We charge a fixed fee and a percentage of the transaction each time you accept a credit or debit card payment.

3.5% + $0.30
Per Credit Card Transaction

1.5%
Per ACH Transaction


“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