Customer Success Stories
Learn how advisors like you utilize AdvicePay to streamline and grow their business.
Mason & Associates, LLC
Mason & Associates, LLC, has plans to redefine the financial planning industry, client by client. Their team has come to trust and rely on AdvicePay for its payment processing solutions. We got the opportunity to sit down with John Mason, Senior Financial Advisor, and understand more about their business and their use of AdvicePay in particular.
Ten Talents Financial Planning, LLC
Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Since launching his firm in 2018, Kaleb has come to trust and rely on AdvicePay for his electronic billing. We had the opportunity to sit down with him to learn more about his business and his use of AdvicePay in particular.
Valmark Financial Group
Valmark has come to trust and rely on AdvicePay as its electronic billing solution. We got the opportunity to sit down with Jessica Rorar, CFP®, Director, Investments & Financial Technology, and understand more about Valmark's business and their use of AdvicePay in particular. Read on to see what she had to say.
WealthKeel LLC
Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor. Chad has relied on AdvicePay for his electronic billing since 2018. We had the opportunity to meet with him and learn more about his business and how he has leveraged AdvicePay.
Cumbie Advisory Services, Inc.
Guy M. Cumbie, President of Cumbie Advisory Services, Inc., has been using AdvicePay since July of 2019. We sat down with him to discuss his use of AdvicePay and how you can implement a fee increase that is both profitable to you AND attractive to your clients.
You're in Good Company
Firms of all sizes are using AdvicePay to stretch beyond the AUM model and grow their business through fee-for-service offerings.
