The Wealthtender Guide to

Subscription-Based Financial Advisors

Is a Financial Advisor Who Offers Subscription Pricing Right for You?

Over the last several years, American have grown accustomed to subscription-based pricing, from streaming television services like Netflix to cell phone apps and software.

And today, a number of financial advisors are offering financial planning services with subscription-based pricing, charging their clients a monthly, quarterly or annual subscription fee.

These services can range from $50 per month to $500 per month (or more), depending on the level of service and support provided.

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Most of these subscription-based financial advisors will charge a one-time fee upfront to get started, then a recurring subscription fee for ongoing services you receive throughout the year.

Depending on the level of service you sign up for, there are typically “packages” that offer a limited amount of annual meetings, financial plan and/or portfolio reviews and 1:1 time with your advisor. Typically, the more you pay, the more access and guidance you’ll have available to you from your advisor.

Should I Hire a Financial Advisor Who Offers Subscription-Based Pricing?

If you don’t have a large balance of assets to be managed, but still want access to a financial advisor, the subscription model may be a good fit for you.

Learn Different Ways You Can Pay for a Financial Advisor

How To Find The Best Subscription-Based Financial Advisor For You

Simply scroll down to get to know financial advisors featured on Wealthtender who offer subscription-based services. Click to view their full profile to learn more about each financial advisor and if they are a good fit for your individual needs.

Are You a Subscription-Based Financial Advisor?

👋 Hi there! We’re excited to help more people understand the benefits of working with financial advisors who offer subscription-based pricing. And we want to help connect people to the best financial advisors for their individual needs. If you offer subscription-based services, we encourage you to join our growing community of financial advisors featured on Wealthtender so we can add you to this guide soon. Click here to learn more and get started.

About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

About the Author

Brian Thorp

Brian is CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

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Featured Subscription-Based Financial Advisors