generated: '2026-09-09'
method: searched
source: https://advicepay.com/pricing/
plan_count: 3
currency: USD
billing_model: >-
  Subscription software fee plus per-transaction payment-processing fees. Both apply — the plan
  price does not include the transaction fee.
free_trial:
  available: true
  length_days: 14
  note: '"Try AdvicePay free for 14-days" — offered on the Essential and Professional tiers.'
plans:
- name: Essential
  price: 10
  currency: USD
  period: month
  billing: monthly
  unit: account
  summary: All the basics to jump-start a fee-based business.
  contract_length: month-to-month
  terms: Standard MSA
  limits:
    advisors: 1
    active_clients: 10
  included:
  - One-time and recurring invoices
  - Accept credit card and ACH payments
  - AdvicePay logo (no custom branding)
  - Client payment portal
  - Email support and knowledge base
  api_access: false
- name: Professional
  price: 50
  currency: USD
  period: month
  billing: monthly
  unit: user
  price_display: $50/user per month
  summary: Advanced capabilities for growth-oriented advisors and ensemble firms.
  contract_length: month-to-month
  terms: Standard MSA
  limits:
    advisors: unlimited
    active_clients: unlimited
    admins: unlimited
  included:
  - Everything in Essential
  - Custom logo
  - Standard integrations (Wealthbox, Redtail, Pontera, PreciseFP and others)
  - eSignature integrations (Dropbox Sign, DocuSign, Adobe Acrobat Sign)
  - Zapier integration
  - Fee calculators, client and advisor notifications
  api_access: false
- name: Enterprise
  price: null
  price_display: Custom
  currency: USD
  period: month
  billing: contract
  unit: user
  summary: Scalable solution for enterprise home offices and their advisors.
  contract_length: 1- or 3-year
  terms: Redlined MSA
  limits:
    advisors: unlimited
    active_clients: unlimited
  included:
  - Everything in Professional
  - Custom engagement workflows
  - Advisor segmentation and approval guardrails
  - Deliverables
  - Mobile check deposit
  - Fee scrape reporting, audit logs
  - Dedicated customer success manager, custom training and webinars
  api_access: true
  quote_required: true
  contact: https://advicepay.com/contact-sales/
transaction_fees:
- method: credit-card
  rate: 3.5%
  fixed: 0.30
  currency: USD
  display: 3.5% + $0.30 per credit card transaction
- method: ach
  rate: 1.5%
  minimum: 0.30
  currency: USD
  display: 1.5% per ACH transaction, minimum of $0.30
- method: enterprise
  rate: custom
  display: Contact us for custom transaction fee rates
api_availability:
  gated: true
  tier: Enterprise
  detail: >-
    THE API IS AN ENTERPRISE-ONLY CAPABILITY. The published pricing comparison lists "API" under
    INTEGRATIONS & API with a checkmark against Enterprise only, and the Enterprise tier summary
    on the site describes it as the plan for firms that need "advanced features, workflows,
    dedicated support, and API access". Essential and Professional customers get the standard and
    Zapier integrations but not the REST API. Developer-console access (where OAuth clients, the
    client-credentials toggle and private-key JWT public keys are managed) follows the same gate.
    The DOCUMENTATION, however, is fully public at docs.advicepay.com with no login — so the
    contract is readable by anyone even though calling it requires an Enterprise contract.
  evidence:
  - url: https://advicepay.com/pricing/
    status: 200
security_terms:
  all_plans: Privacy Policy + SOC 2
  note: The pricing comparison lists "Privacy Policy + SOC 2" as the data/security terms on all three tiers.