Simple, Transparent Pricing

Choose the Plan That's Right for Your Practice

Start with a 14-day free trial. No credit card required.
Save up to 17% with annual billing.

$99/month

Billed $990/year (2 months free)

Perfect for solo financial advisors or small practices

Up to 25 leads per month

1 advisor user account

2 admin users

5GB document storage

Email notifications

Basic FICA compliance checks

Standard support (48-hour response)

$249/month

Billed $2,490/year (2 months free)

Ideal for growing advisory firms with 2-5 advisors

Up to 100 leads per month

5 advisor users

Unlimited admin users

50GB document storage

Custom email templates

Advanced compliance tracking

White-label branding

Priority support (24-hour response)

Calendar integration

Basic analytics dashboard

Custom

For large advisory firms and wealth management companies

Unlimited leads

Unlimited users

Unlimited storage

Custom document workflows

API access

CRM integrations (Salesforce, HubSpot)

Dedicated account manager

White-glove onboarding

Custom compliance rules

Advanced analytics & reporting

SLA guarantee (99.9% uptime)

Phone support

Frequently Asked Questions

Join hundreds of financial advisors who have streamlined their practice with Concierge.