Pricing
Three tiers.
Same outcome.
Software + AdvisorsOS coaching layer. Pricing keyed to book size, not regulatory category. Hybrid advisors, RIAs, and FIA producers all welcome.
14-day free trial
No credit card
Keep your infrastructure on cancel
Launch
$20M – $100M book size
Deploy your first owned campaigns. Build the pixel. Start compounding.
$997
per month
Software
Campaign template library (12+ proven funnels)
Self-serve VSL builder + creative tools
Compliance engine (SEC + FINRA + insurance)
Pipeline & outcome attribution
+ AdvisorsOS
AdvisorsOS Playbook (full video library)
Growth
MOST COMMON
$100M – $300M book size
Everything in Launch, plus network benchmarks and weekly AI prescriptions.
$2,997
per month
Software · Everything in Launch +
Network benchmarks (CPA vs. peers, by segment)
AI-prescriptive optimization weekly
Dedicated success manager
Priority compliance review
+ AdvisorsOS
Monthly 1:1 sales coaching
Scale
$300M+ book size
White-glove builds, managed spend, and a direct line to the founding team.
$5,997
per month
Software · Everything in Growth +
White-glove campaign builds (we run them)
Managed ad spend (2–5% markup)
Custom audience modeling
Direct line to founder + technical team
+ AdvisorsOS
Weekly expert consultations
Detailed Comparison
Every feature, side by side.
| Launch | Growth | Scale | |
|---|---|---|---|
PLATFORM Campaign template library | 12+ funnels | 20+ funnels | All + custom |
VSL builder | |||
Compliance engine | |||
Outcome attribution | |||
Network benchmarks | — | ||
AI optimization | — | Weekly | Daily |
Custom audience modeling | — | 1–2 segments | Unlimited |
AD SPEND Ad spend managed via platform | Up to $4K/mo | Up to $10K/mo | Unlimited |
Managed ad spend service | — | — | 2–5% markup |
White-glove campaign builds | — | — | |
SUPPORT Email + Slack support | 24-hour | 4-hour | Priority |
Dedicated success manager | — | ||
Compliance review SLA | 24 hours | 4 hours | Same-day |
Founder access | — | — | |
AdvisorsOS COACHING AdvisorsOS Playbook (video library) | |||
1:1 sales coaching | — | Monthly | Weekly |
Live call review | — | Available | Included |
OWNERSHIP You own the Meta ad account | |||
You own the pixel + audiences | |||
You own the funnel + creative | |||
Cancel anytime, keep everything |
Wedge Product
Advisor Growth Audit
Before you commit to the full platform, get a paid diagnostic. We OAuth-connect your existing Meta account, audit your live campaigns, and tell you exactly what's broken — and what's worth keeping.
CPA Benchmark Report — where do you rank in your segment?
Campaign Diagnosis — what's working, what's leaking spend
Competitive Intelligence Brief — what's working in your region, monthly
Prescriptive Playbook + Monthly Scorecard — exactly what to fix
Start the Audit →
$297–$497/mo·4–6 weeks to first report·No full platform commitment required
Pricing FAQ
The questions money brings up.
Start with a free trial.
14 days, no credit card. Connect your Meta account, deploy your first campaign, and see the platform work before you commit a dollar.
14-day free trial
No credit card required
Cancel anytime, keep the infrastructure
The AI-native paid acquisition operating system for hybrid advisors, RIAs, and FIA producers. Built from six years in-market by Advisors Hub Inc.
© 2026 Advisors Hub Inc. · AdvisorsOS is a vertical SaaS product of Advisors Hub Inc.
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