Pricing & access
We’re not publishing a public rate card while we onboard early firms.
AdvisorPilot is priced for the value of running repeatable, reviewable client work — intake through documentation, with your firm retaining full control of advice and client communications. If you’re evaluating fit for a solo practice, an ensemble, or a broader rollout, the next step is a short conversation, not a generic SKU.
Where firms start
Three common starting points — priced to the work, not a seat count alone.
Solo practice
One principal, every review
For independent advisors who run reviews themselves and want the preparation off their plate without hiring.
- Full intake-to-deliverable workflow
- Single advisor seat
Ensemble
Most commonAdvisors + analysts, shared base
For teams where analysts prepare and lead advisors review — everyone working from one analysis and narrative base.
- Multiple seats & role handoffs
- Traceability for supervision
Rollout
Multi-team & firm-wide
For firms standardizing reviews across offices, with onboarding timing and supervisory standards we plan around.
- Production + pilot terms
- Tailored onboarding plan
Before we quote
What we align on first
A short conversation lets us match terms to how your firm actually adopts software — not a one-size SKU.
Messages open to hello@advisorpilot.com.
- 01
Number of seats, intake volume, and how reviews currently move through your stack.
- 02
Support expectations, onboarding timing, and any supervisory or documentation standards we should respect.
- 03
Pilot versus production terms so billing matches how your firm actually adopts software.
Common questions
Pricing & access, briefly
Why no public price list?
Pricing reflects seats, intake volume, and how reviews move through your stack. We align on those before quoting, so the number fits the work.
Who is it for?
Independent RIAs and small ensembles — solo principals through multi-advisor teams — where review volume is growing but operations budget is not.
Is there a pilot option?
Yes. We structure pilot versus production terms so billing matches how your firm actually adopts the software.
Does it give advice or message clients?
No. AdvisorPilot prepares and drafts; your firm keeps full control of advice, disclosures, and what reaches the client. Nothing is transmitted without your action.
Product walkthrough: Demo. Returning user: Advisor login.