Pricing & access
Schedule a demo or become a charter member.
AdvisorPilot is priced for the value of running repeatable, reviewable client work, from intake through documentation, with your firm retaining full control of advice and client communications. If you're evaluating fit for a solo practice, a Fleet user, or a broader Enterprise rollout, the next step is a short conversation. Charter members get reduced overall pricing. Charter spots are limited.
What you get
Repeatable, reviewable client work
Intake through documentation
Your firm retains full control
Evaluating fit
Solo
Solo practice
Fleet
Fleet user
Enterprise
Enterprise rollout
Your next step
Schedule a demo
See the workflow live
Become a charter member
Reduced overall pricing
Short conversation
Charter members get reduced pricing. Spots are limited.
Where firms start
Three common starting points, priced to the work, not a seat count alone.
Solo
One principal, every review
$250/mo
For independent advisors who run reviews themselves and want the preparation off their plate without hiring.
- Full intake-to-deliverable workflow
- Single advisor seat
Fleet
Most commonAdvisor Organization teams, Sharable Clients
$1,250/mo
For advisor teams of a base amount of up to 5 advisors with access to sharing clients to other advisors allowing team access to working on clients. Ability to add more seats at additional charge.
- Multiple seats & role handoffs
- Traceability for supervision
Enterprise
Multi-team & firm-wide
Custom pricingper firm
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.ai.
- 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, from 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.