What are the fees on AdvicePay?

Transaction Fees

AdvicePay's ACH fees are 1.5% and the credit card fees are 3.5% + $0.30/transaction.

For  XYPN members, fees are reduced to 1% for ACH and 2.9% + $0.30/transaction for credit cards.

For our Enterprise Plus users, discounted transaction fees are available based on volume.


Advisor Fees

Adding additional Managing, Standard, or Read Only advisors to the account costs $50/advisor per month. (No Login advisor entries do not have AdvicePay accounts, so they are free!)

The ability to add multiple advisors only available on Professional and Enterprise plans.


Failed ACH Payment

A payment that fails on ACH is assessed a $4 return fee. This fee goes to Stripe, our payment processor, and is part of their standard transaction settings; this means that unfortunately we are unable to manage or refund them on our end.


Dispute Fee

If your client  disputes a payment there is a $15 dispute fee charged by their card issuer. If you win the dispute, the $15 fee is reimbursed. 

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