AdvicePay

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. We're excited you're here!

Welcome to AdvicePay, the only payment processor for financial advisors that complies with custody regulations. To learn more, visit our website: https://advicepay.com/

07/22/2026

Take a 38-year-old tech VP making $450k/year with $5M in unvested RSUs. They don't have liquid assets for you to manage yet…but they desperately need tax, estate, and equity planning. They have massive cash flow and a high willingness to pay for expertise.

Let's stop ghosting next-gen wealth just because it doesn't fit into a traditional AUM-only billing structure. If they want to pay for your advice right now, make it easy for them.

Grow your fee-for-service revenue: https://hubs.la/Q04qkml50

07/16/2026

Your fee-for-service growth strategy might be getting slowed down by something surprisingly simple: how clients pay you.

Paper checks can create friction before the relationship even begins.

Delayed payments. Extra follow-up. A client experience that doesn’t match the advice you provide.

We broke down how old-school payment habits quietly cap your firm's growth: https://hubs.la/Q04pNFpJ0

07/15/2026

We’re still celebrating the news that AdvicePay is a finalist in FOUR categories at the 2026 Wealth Management Industry Awards!

Our President, Kelsey Lewis, says it best: “Over the past 10 years, our focus has stayed the same: help RIAs and broker-dealers run fee-for-service planning in a way that is operationally sound and easy to supervise.”

Read the full announcement: https://hubs.la/Q04py5Bx0

07/14/2026

The payout calculation isn't what slows firms down.

It's everything around it.

Approvals. Overrides. Reconciliation. Audit trails.

Our latest blog from Head of AdvisorBOB, Colton Pence, explores why advisor compensation gets more complicated as firms grow, and how AdvisorBOB's next chapter within the AdvicePay ecosystem is helping change that.

Read the blog: https://hubs.la/Q04pnTBF0

07/07/2026

At AdvicePay, one of our core values is "Be Well, Being You." We don't just preach it to our team (see pics below to see how our crew lives it out!), we want it for our advisors too.

But you can’t truly "be well" if you’re secretly checking your billing dashboard from the beach.

That’s why we automate your fee-for-service billing. AdvicePay handles the compliance headaches and invoices in the background so you can actually disconnect, do you, and come back refreshed.

Drop your OOO emoji below. Where are you finding your "well" this summer? 👇

07/02/2026

Firms that excel at organic growth understand a fundamental truth: billing is an extension of the modern financial planning experience.

When you make it easy for a client to pay you, you respect their time and expectations.

The firms getting it right know the difference. Learn more: https://hubs.ly/Q04nqf8X0

07/01/2026

Every time your RIA recruits a new advisor or acquires a firm, does your operations team collectively hold their breath?

If your operational complexity grows at the exact same rate as your advisor headcount, you aren't scaling, you’re just compounding your administrative burden.

The firms winning at scale have solved for repeatability.

See what they're doing differently → https://hubs.ly/Q04nhsyT0

06/30/2026

The thing that keeps most security leaders up at night isn't a single threat. It's drift.

Processes drift. Controls drift. Access drifts.

Over time, that's where risk lives.

Hear from our CISO, Scott Doty, on why we believe stability is one of the most underrated security features → https://hubs.la/Q04n6sCS0

06/25/2026

If someone can survive a 42-day, 800-mile wilderness canoe trip, you know they can handle the complexities of RIA operations.

Help us welcome Will Ryan, our newest Business Development Representative!

Will helps RIAs discover how AdvicePay and AdvisorBOB streamline operations and scale growth, so advisors can focus entirely on what they do best.

A few things to know about Will:
🌍 He’s a global explorer! He’s visited Africa, South America, and Asia in the last year alone.
🎿 He’s an avid skier who loves hitting the mountains.
🛶 He spent his college summers guiding backcountry canoe trips through the Canadian wilderness.
We're excited to have Will's enthusiasm, adventurous spirit, and mission-driven mindset on the team.

Learn more about Will and the rest of our team: https://hubs.la/Q04mG3xs0

06/24/2026

Fee-for-service isn’t an experiment anymore.

After 10 years in the space, the question for firms embracing growth has shifted from “Should we do this?” to “How do we scale it without creating compliance and operational headaches?”

Our Head of Sales & Marketing, Shannon Beck, shares where she sees the home office heading next: https://hubs.la/Q04mvJhk0

Address

24 East Main Street
Bozeman, MT
59715

Website

https://advicepay.com/

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