NO SURPRISES. NO SECRETS.
AND NO HIDDEN FEES.

AdvicePay is the payment processor built specifically for Financial Planners. AdvicePay simplifies billing by allowing for subscription billing while remaining compliant with custody regulations.

All new users are offered a 14 day free trial to try AdvicePay. At the end of the 14 day free trial period, you’ll be charged the monthly AdvicePay subscription fee and automatically continue with your AdvicePay account

We only serve financial planners and we are committed to a hassle-free billing experience. AdvicePay is compliant and built from the ground up to avoid custody.

ACH: 1.5%

Credit Card Fee: 3.5% + $0.30/transaction

• Automatic invoicing
• Automatic invoice reminders for unpaid invoices
• Advanced Payment Options - subscription payments & up-front payment in the same step
• All of your client’s billing information in conveniently located in one place
• You can easily see if client’s are registered for their AdvicePay account and what invoices are paid and unpaid
• We frequently update AdvicePay to make the user experience better for our users

AdvicePay’s subscription feature is convenient for you and your clients! Once a client enters payment information and confirms a subscription, no further action is needed! Auto payments will be made every month through your client’s bank account or credit card until you or your client cancels the subscription.

The enterprise version of AdvicePay was built specifically to allow your firm to compliantly and efficiently manage one-time and recurring billing for multiple advisors. The enterprise login will allow you to fully control the AdvicePay system leveraging administrative level access to supervise all of your advisors.