Equip your firm to get paid for financial advice, at scale
Trusted by leading broker-dealers, RIAs, and independent financial advisors








Essential
$10
/month
All the basics to jump-start your fee-based business with confidence
1 advisor
Up to 10 clients
AdvicePay logo
One-time and recurring invoices
Accept card and ACH payments
*billed monthly + standard transaction fees
Professional
$50
/user per month
Advanced capabilities for growth-oriented advisors and ensemble firms
All Essential features, plus
Unlimited advisors and admins
Unlimited clients
Custom logo
Integrate with leading industry tools
*billed monthly + standard transaction fees
Enterprise
Custom
Let's talk! Scalable software solution for enterprise home offices and their advisors
All professional features, plus
Custom Engagement workflows
Deliverables
API access
Mobile check deposit
*1 or 3-yr terms + custom transaction fees
Transaction Fees
3.5% + $0.30
per credit card transaction
1.5%
per ACH transaction, minimum of $0.30
Enterprise
contact us for custom transaction fee rates
Plans for firms of all sizes
AdvicePay is designed to scale with your business. Check out each plan’s details to find the right fit for your firm.
FEATURES
This is not a comprehensive list of features and platform capabilities.
ESSENTIAL
PROFESSIONAL
ENTERPRISE
Contract Length
Month-to-month
Month-to-month
1- or 3-year
Terms of Use
Standard MSA
Standard MSA
Redlined MSA
Privacy/Security Terms
DPA + SOC 2
DPA + SOC 2
DPA + SOC 2
Support
Email
Email
Email
Advisors
1
Unlimited
$50/month per user
Unlimited
Custom pricing per month, per user
Clients
10
Unlimited
Unlimited
MFA
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Fee Calculators
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Client Payment Portal
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One-Time Invoices
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Subscriptions/Recurring Invoices
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Accept Credit Card Payments
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Accept ACH Payments
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Advisor Notifications
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Client Notifications
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Knowledge Base
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Transaction Reporting
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Email Logs
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Audit Logs
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Admins
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Custom Logo
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Standard Integrations
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eSignature Integrations
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Offices
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Reviewers
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Custom Engagement Workflows
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Invoice Approval Process
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Deliverables
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Mobile Check Deposit
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Include Custom Message from Advisor
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Fee Scrape Reporting
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API and Webhooks
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Dedicated Customer Success Manager
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Custom Training and Webinars
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Serious about launching or growing your fee-for-service offering? Here’s what you need to know.

Build vs. Buy

Fee-for-Service Trend Report
