FinAdvisorAI
Simple, Transparent Pricing

The System That Pays for Itself

One new client retained through better follow-up pays for an entire year. Every plan includes a 14-day free trial — no credit card required.

Starter

Perfect for solo advisors getting started with AI

$197/month

$2,364/year · Cancel anytime

  • AI Meeting Briefs (10/month)
  • Compliance Notes (20/month)
  • 1 CRM Integration (Wealthbox, Redtail, or Salesforce)
  • Client Reports (10/month)
  • Email Support
  • 14-day free trial
  • Prospect Nurture Engine
  • White-label Reports
  • Dedicated Account Manager
Most Popular

Pro

The complete system for growing advisory practices

$397/month

$4,764/year · Cancel anytime

  • Unlimited AI Meeting Briefs
  • Unlimited Compliance Notes
  • All CRM Integrations
  • Client Reports (50/month)
  • Prospect Nurture Engine
  • Voice-to-text transcription
  • Priority Support (4hr response)
  • 14-day free trial
  • White-label Reports
  • Dedicated Account Manager

Enterprise

For established firms managing $100M+ AUM

$797/month

$9,564/year · Cancel anytime

  • Everything in Pro
  • Unlimited Client Reports
  • Custom Compliance Templates
  • White-label Reports
  • Dedicated Account Manager
  • SLA Guarantee (99.9% uptime)
  • Custom onboarding
  • 14-day free trial

The ROI Is Undeniable

12 hrs
Saved per week on admin tasks
At $250/hr advisor rate = $3,000/month
1 client
Retained through better follow-up
Average RIA earns $5,000+/year per client
0 fines
FINRA compliance violations
Average FINRA fine: $50,000–$500,000

14-Day Free Trial

Full access to all features. No credit card required to start.

Cancel Anytime

No long-term contracts. Cancel with one click from your billing portal.

SOC 2 Compliant

Your client data is encrypted at rest and in transit. FINRA-ready audit logs.

Frequently Asked Questions

Do I need to set up Stripe products before subscribing?

Yes — you need to create subscription products in your Stripe dashboard and add the price IDs as environment variables (STRIPE_PRICE_STARTER, STRIPE_PRICE_PRO, STRIPE_PRICE_ENTERPRISE). Contact support if you need help setting this up.

Is my client data secure?

All data is encrypted at rest using AES-256 and in transit via TLS 1.3. We maintain FINRA-compliant audit logs and never share your client data with third parties.

Can I switch plans?

Yes. You can upgrade or downgrade at any time from the billing portal. Upgrades take effect immediately; downgrades take effect at the next billing cycle.

Does this replace my CRM?

No — FinAdvisorAI integrates with your existing CRM (Wealthbox, Redtail, or Salesforce). It adds an AI intelligence layer on top of your current workflow, not a replacement.