Advisor pricing

Straightforward advisor pricing.
No surprises.

Per-seat for practices, with optional marketplace listings your firm assigns to the advisors you want found. Clients are always free to add — you only pay for advisor access.

Firm practice

$149

/month per seat

or $1,490/year per seat (~2 months free)

  • Unlimited clients per seat
  • Full projection access — all analytics pages
  • What-if scenario runner
  • Report generation + PDF export
  • Multi-advisor firm management
  • Add assistant seats at $40/month (data entry; no client-facing recommendations)
  • Client invitation and access management
  • Firm-level billing dashboard
Set up your practice

First seat includes a 14-day free trial

Marketplace listing · add-on

+$19

/month

or $190/year (~2 months free) · on top of your advisor seat

  • Requires an active advisor seat ($149/mo)
  • Bought by your firm's lead advisor and assigned to a named advisor
  • Non-lead advisors confirm their own CRD or CFP before publishing
  • Listed in the RetiFlo advisor directory
  • Receive connection requests from members
  • Full plan access upon connection
  • Client profile visible before you accept
  • No per-referral or per-client fees
Join the marketplace

Delisting takes effect once open client work is finished or transitioned

Do I need one for each advisor?

You would need a marketplace entry for each advisor whose name and bio you want to advertise. You can create one listing for the firm, or a listing for a few select advisors that have the bandwidth to support adhoc work, or one for every advisor in the firm.

FAQ

Advisor pricing questions

How does per-seat pricing work?

Each advisor on your team who needs access to client plans requires a seat. There is no limit on the number of clients per seat. A solo advisor pays $149/month; a firm with three advisors pays $447/month. Assistant seats — for data entry, without client-facing recommendations — are $40/month each.

Do my clients need to pay anything?

No. Clients who are connected to your practice through an advisor invitation are not required to have a paid subscription. They can use the free tier or upgrade independently — but it's not required for you to access their plan.

What happens to client data if I cancel?

Client data is theirs, not yours. If you cancel your practice subscription, your access to client plans ends, but clients retain their plans and all their data. Nothing is deleted.

Is there a minimum contract length?

No. Both monthly and annual plans can be cancelled at any time. Annual plans are billed upfront and are non-refundable after the first 30 days.

Do you offer priority support?

Yes, as an add-on arranged directly with your firm rather than something you switch on in the product. We have not put a price on it: what priority handling is worth depends on how your firm actually works, and we would rather agree that with you than publish a number we picked in the abstract. Talk to us and we will work it out together.

Can I remove a marketplace listing whenever I want?

You can turn a listing off at any time, and it stops attracting new connection requests immediately. Removing it finishes taking effect once any work already underway — an in-progress review, for instance — is either completed or handed to another advisor. That gate exists to protect the client, not our revenue: nobody who came to you through the marketplace should be left mid-engagement.

Ready to be the steady hand?

Set up your practice or join the marketplace — your first client can be active today.

Set up a practiceLearn more first