Pricing & access
Pricing for independent advisors and small RIAs.
AdvisorPilot is $250 per seat per month. Solo is $250 per month for one advisor. Fleet is $1,250 per month for a team of up to 5 advisors. Enterprise is custom above 10 seats. Not sure which fits? Book a demo or talk to sales. Charter members get reduced overall pricing. Charter spots are limited.
What you get
Repeatable, reviewable client work
AI Statement Reading through documentation
Your firm retains full control
Evaluating fit
Solo
Single advisor
Fleet
Up to 5 advisors
Enterprise
Multi-team & firm-wide
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 the advisor who runs every prospect and review meeting personally. Start from the statements you already have. Oktoberfest: $150/month for your first 60 days, then $250/month.
- Full workflow: statements to confirmed holdings, AI-drafted analysis and portfolio scores, Flight Decks, Client Snapshots and performance reports, follow-up email drafts, a client portal where your clients sign in with an email verification code and upload statements, and calendar sync
- One advisor seat
Fleet
Most commonSmall teams that share clients
$1,250/mo
For up to 5 advisors. Oktoberfest: $750/month for your first 60 days, then $1,250/month. Everything in Solo, plus shared client records and team access, so any advisor on the team can pick up a review.
- Shared client records and team access
- Add seats at $250 per seat per month, up to 10 seats
Enterprise
For larger firms and broker-dealers
Custom pricingper firm
Enterprise RIAs and broker-dealers can bring AdvisorPilot to more advisors under one organization. Pricing is custom for more than 10 seats. Each advisor keeps the same workflow: AdvisorPilot prepares and drafts, and the advisor makes every recommendation.
- Teams, members, and shared client records across advisors and offices
- Custom pricing above 10 seats
Refer an advisor
Know an advisor who would get more out of every review? When an advisor you refer signs up for AdvisorPilot, you each get one month free.
Free month applied after the referred advisor's subscription starts. One free month per referred advisor.
Send us a referralBefore 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, statement 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.
How is pricing set?
Solo and Fleet have published monthly prices. Enterprise is priced per firm after a short conversation about seats, statement volume, and how reviews move through your stack.
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 investment advice: AdvisorPilot prepares and drafts, and your firm keeps full control of advice and disclosures. It does message clients, in limited ways. The advisor reviews client emails AI drafts before they go out. Event follow-up sequences, reviewed once at setup, send automatically on the schedule you turn on. Client portal invites go out when you send them.
Product walkthrough: Demo. Returning user: Advisor login.