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AdvicePay's Vision

We want to make technology that fits into your fee-for-service workflow, not the other way around.

Our focus is on providing the tools, automations, and integrations that make it easy for advisors to get paid for financial planning advice. We’re constantly building new features and establishing new partnerships that ensure you can offer fee-only services with convenience, compliance, and confidence.

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Our Background

AdvicePay was born out of a gap spotted in the financial planning world: fee-only advisors needed a way to bill their clients for one-time and recurring fees, and a compliant way to collect those payments without the hassle of handling dozens of paper checks.

The first version of AdvicePay was a billing and payment solution. But over the years, we’ve grown and evolved into a robust platform that powers the entire fee-for-service model, with additional capabilities around agreements, workflows, compliance, and oversight. 

From small RIA firms to the largest broker-dealers, thousands of advisors nationwide turn to AdvicePay to streamline and scale their fee-for-service planning business.

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Our Philosophy

AdvicePay is exclusively focused on championing and supporting the fee-for-service model for financial planners. We’re not here to take over your tech stack. We want to provide the tools and flexibility that you need to meet the growing demand for professional, fee-only advice. For everything else, we want to integrate with other industry-leading software platforms to create a best-in-class experience.

Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and your clients. That’s why we continue to innovate, build new features, and expand our capabilities to provide the frustration-free user experience everyone expects and deserves. It’s also why our team is dedicated to making timely updates to address new regulatory requirements and emerging security concerns, so your team always has peace of mind.

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What You Can Expect

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Do more financial planning

We know that fee-for-service planning is not a fad - it’s the future. With our purpose-built platform and industry expertise, we’ll help your firm create a workflow that can meet the growing demand.

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Engage more clients successfully

We believe that professional financial planning advice should be available to all. That’s why we champion the fee-for-service model and enable advisors to work with clients who are still building wealth.

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Generate more revenue

We challenge the idea that financial planning can’t be profitable. Our technology helps firms big and small generate recurring revenue and efficiently scale their fee-for-service financial planning programs.