Pricing & access
Schedule a demo or become a charter member.
AdvisorPilot is priced for the value of running repeatable, reviewable client work, from AI Statement Reading through documentation, with your firm retaining full control of advice and client communications. If you're evaluating Solo, Fleet, or Enterprise, the next step is a short conversation. 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 independent advisors who run reviews themselves and want the preparation off their plate without hiring.
- Full workflow from AI Statement Reading to deliverables
- 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
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. 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.