Advisor pricing
Straightforward advisor pricing.
No surprises.
Per-seat for practices. Flat monthly fee for marketplace listings. Clients are always free to add — you only pay for advisor access.
Firm practice
$29
/month per seat
or $290/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
- Client invitation and access management
- Firm-level billing dashboard
- Priority support
First seat includes a 14-day free trial
Marketplace listing
$19
/month
or $190/year (~2 months free)
- Listed in the RetiFlo advisor directory
- Receive connection requests from users
- Full plan access upon connection
- Client profile visible before you accept
- No per-referral or per-client fees
- Cancel anytime
First month free while marketplace is in beta
Can I have both?
Yes. Practice and marketplace are separate subscriptions. Many advisors use the practice track for existing clients and the marketplace listing to attract new ones. Billing is separate for each.
FAQ
Advisor pricing questions
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 $29/month; a firm with three advisors pays $87/month.
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.
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.
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.
Ready to be the steady hand?
Set up your practice or join the marketplace — your first client can be active today.