Financial Planners & Advisors Payments

Fee-only planners increasingly bill flat or subscription fees directly rather than deducting them from assets.
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$4,250.00 · ref ACH-7731

Payment solutions for financial planners & advisors

How these solutions fit financial planners & advisors

See what each option adds to the way your business takes and tracks payments.

ACH Payments

For financial planners & advisors: Offer bank-account payments for advisory fees and financial-service invoices, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for planning and advisory fees.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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✓

Transfer initiated

$4,250.00 · ref ACH-7731

Recurring Billing

For financial planners & advisors: Schedule and manage payments for advisory retainers and recurring service fees, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly or quarterly subscription planning fees.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Merchant Account

For financial planners & advisors: Arrange a processing account for advisory fees and financial-service invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your advisory firm, with pricing you can read and a person to call. Underwriting for fee-only advisory practices.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Payment Gateway

For financial planners & advisors: Connect online or remote checkout for advisory fees and financial-service invoices to a gateway that fits your business systems. Roots connects a payment gateway that connects your website, portal or software to card and ACH processing, with tokenized storage for repeat billing. Client-portal checkout for planning fees.
  • Map your checkout and billing flows
  • Configure fraud rules
  • Support your developers during integration
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Custom Payment Integration

For financial planners & advisors: Connect the payment flow for advisory fees and financial-service invoices with your software and the operational records behind client account references, service invoices and fee records. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect billing to your CRM or planning software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Financial Planners & Advisors payment questions

Start with the workflows your business needs. Options on this page include Financial Advisor ACH Payments, Financial Advisor Recurring Billing, Financial Advisor Credit Card Processing. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your financial planners & advisors business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which financial planners & advisors workflows need to improve so we can scope a practical setup.

Let’s set up payments for your financial planners & advisor business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
Talk to an advisory firm payments specialistExplore financial advisors & financial services solutions