Transparent Pricing • Zero Setup Fees • Month-to-Month

Choose Your Practice Growth Package

Scale your advisory practice with predictable, exclusive retirement planning leads. No contracts, no resold leads, no hidden fees.

Starter Presence

Advisor Launch Pack

Perfect for independent advisors looking to establish an AI-recommended local presence.

$599 / month

AI-Optimized Digital Brochure & SEO Landing Funnel
Proprietary 365-Day Attribution Tracking
Exclusive Territory Reservation (1 Territory)
Custom Domain & SEC/FINRA Compliance Engine
Automated Email Prospect Nurture
Full Lead Data Ownership (Yours Forever)

Advisor Scale Suite

Automate your prospect follow-up, track warm buyer intent, and fill your calendar consistently.

$1,800 / month

Everything in Advisor Launch Pack
High-Intent Prospect Identification & Tracking
Done-For-You Automated Calendar Appointment Engine
AI Speed-to-Lead Follow-up Assistant (SMS & Call)
Multi-Channel Prospect Re-engagement Sequences
Live Advisor Pipeline Dashboard & CRM Integration

Total Market Dominance

Territory Takeover

Complete done-for-you market dominance with full ad campaign management and multi-county lockdown.

$3,500 / month

Everything in Advisor Scale Suite
Expanded Exclusive Territory Lockdown (3 Counties)
Full Ad Campaign Management & Retargeting
Custom High-Net-Worth Copywriting & Asset Creation
Dedicated Advisor Growth Manager & Weekly Optimization
Guaranteed Priority Lead Queueing

No Contracts. Ever.

If our system works, why would we force you into a long-term contract? Advisor AI is strictly month-to-month. We bring measurable value and booked appointments to your practice — not empty promises you're stuck paying for.

Got Questions?

Frequently Asked Pricing Questions

Ready to see which package fits your practice?

Book a free 30-minute demo to see live territory availability and walk through the system.