Planning fees, invoiced
Financial advisor invoicing software
Financial advisor invoicing software for fee-only and hybrid planners. A flat financial plan, an hourly review and the ongoing planning subscription are billed and paid by card or ACH, while asset-based fees stay with your custodian.
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Financial planning invoice example
A first-year comprehensive plan with a follow-up review billed by the hour.
Invoice
FA-0083
Due in 15 days
Bill to
Gwen and Martin Okoro
Heathrow FL 32746
Comprehensive financial plan
1
Plan review meeting
1.5 hrs
Example with sample data
Flat fees for the plan
A retirement plan, a college funding plan and a one-time portfolio review are services with your fixed fee. Each plan is a record of its own, and its invoice uses that price.
Services and pricingHourly advice from logged time
Advisors log review meetings and research on the plan. When you invoice it, the billable hours appear as lines at that advisor's bill rate.
Time trackingPlanning subscriptions monthly
Ongoing planning for a monthly or quarterly fee becomes a plan clients enroll in online, charged to their card on schedule, apart from one-time work.
Recurring plansSigned before the work starts
Send the scope and fee as an estimate the client signs on screen, with a deposit if your agreement asks for one. Keep your formal advisory agreement in your compliance system.
Estimates and e-signaturesWhat the advisor invoicing software covers
What it does
- Flat planning feesYour own price list
- Hourly advice from logged timeLines at the advisor's rate
- Recurring planning feesSubscribed in your portal
- Signed scope with a depositE-signed estimate
What it doesn't do
- AUM fee calculationBilled through your custodian
- Custodian or CRM integrationsSeparate systems
- Compliance archivingUse your archiving vendor
- Advisory agreement storageUpload to the client's files
Financial advisor invoicing pricing
Plan invoices and recurring planning fees are included in all plans, and an advisor practicing alone needs only Solo at $19.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions fee-only planners ask about invoices
Is there invoicing software for fee-only advisors?
Can it bill AUM fees?
Can I bill hourly reviews?
Can clients pay a planning subscription monthly?
Can clients pay by bank transfer?
Does it archive communications for compliance?
Can I take a deposit when the client signs?
Can I send a statement of what a client owes?
More financial advisor software
Invoicing for related firms
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