About AdvicePay Essential

Get started with AdvicePay Essential!

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

All for just a $10/month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction).

Need AdvicePay access for more than one advisor and unlimited clients? Check out AdvicePay Professional — or for firms with 25+ advisors, explore AdvicePay Enterprise.