Pricing

Simple pricing for independent advisors.

Two plans. No hidden fees. Pricing is locked for founding members for 24 months.

Pricing plans

Simple clean illustration supporting the Advisorbriefs pricing page

Pilot

$49

per advisor / month, billed annually

For the independent RIA operating as a solo practice. Up to 1 advisor seat, 20 meetings per month.

  • 1 advisor seat
  • 20 meetings per month
  • Redtail and Wealthbox CRM sync
  • Zoom and Teams bot capture
  • Audit trail and note history
  • Email support
Join the Pilot
Most Popular

Practice

$99

per advisor / month, billed annually

For small advisory practices with up to 5 advisors. Unlimited meetings, shared notes, and team-level CRM access.

  • Up to 5 advisor seats
  • Unlimited meetings
  • All CRM integrations (Redtail, Wealthbox, Salesforce FSC, Practifi)
  • Team note sharing and review workflow
  • Practice-level audit log
  • Priority onboarding with Ethan's team
Join the Pilot

We are in pilot phase.

Pricing is locked for founding members for 24 months from the date of your pilot agreement. You will not see a price increase during that period. We want to build this with you before we raise prices.

Feature Comparison

What's included in each plan

Feature Pilot Practice
Meeting recording (Zoom / Teams bot)✓✓
In-room audio capture✓✓
Structured note generation✓✓
Compliance flag detection✓✓
Redtail CRM sync✓✓
Wealthbox CRM sync✓✓
Salesforce FSC sync—✓
Practifi sync—✓
Audit trail and note history✓✓
Pre-meeting brief (Orion context)✓✓
Team notes sharing—✓
Team review workflow—✓
Practice-level audit log—✓
Advisor seats1Up to 5
Monthly meeting limit20Unlimited
Pricing Questions

Frequently asked questions

Our pilot pricing is annual only. We ask for an annual commitment because we invest real onboarding time with each pilot advisor and want a stable relationship as we develop the product together. If annual billing is not workable for your practice, let's talk — we can discuss options.
We will notify you when you approach the limit and discuss upgrading to the Practice plan. We do not automatically overage-charge. During the pilot phase, we use the meeting count to understand real practice demand, not to generate overage revenue.
Annual billing means you pay for the full year upfront. You may cancel auto-renewal at any time before the renewal date. We do not offer prorated refunds for mid-year cancellations, but we handle cancellation requests on a case-by-case basis during the pilot period. If Advisorbriefs is not working for your practice, we want to know why.
We do a guided onboarding session before billing begins — typically a 30-minute call with Ethan or our Customer Success team, where we walk through the workflow with a test meeting. That session is free. If after that session you do not want to proceed, there is no charge. We want you to see the product actually working before you commit.

Ready to join the pilot?

We have capacity for a limited number of new pilot advisors this quarter. If you manage between $50M and $500M AUM, we want to hear from you.

Join the Pilot