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ADVISORBOX PRICING

LoanBox: Free

AdvisorBox: $999 year

AdvisorBox Pro: $1,999 year

Practice Analysis $999

Acquisition Advocate: $9,999

ADVISORBOX VALUE

  • No marketplace broker matching fees

  • No recruiting or hiring placement fees

  • Vendors do not pay a commission or referral fee for working with advisors on Advisorbox, ensuring you get the best pricing available

  • Lenders offer more aggressive loan rates due to the efficiency of LoanBox in originating and processing loans

  • The app includes specifically designed purchase, partnership, and recruiting agreements in our template builder that would cost thousands elsewhere. We’re continually expanding our template library.

  • While we have completely done away with the concept of a 6% to 10% marketplace or broker fee, we do offer the Advisorbox Advocate Program. For a flat fee of $10,000, an Advisorbox corporate agent will advocate for the deal and mediate with both parties neutrally according to the Advisorbox Advocate Deal Guidelines.

LoanBox: Free (and saves you money, time and stress)


AdvisorBox: $999 year
Access to all platform features and private app/vault


AdvisorBox Pro: $1,999 year
Tailored and customization for OSJs and Enterprise Firms with discounted pricing for additional connected advisor users.


Additional Discounted Services - Available for AdvisorBox members:

Practice Analysis: $999 flat fee
Readiness assessment for buying, selling, expanding, or merging.

Acquisition Advocate: $9,999 flat fee
Mediate and navigate acquisition including purchase agreements, financing, and all that has to happen to make closing a reality.

While we have completely done away with the concept of a 6% to 10% marketplace or broker fee on our platform, we do offer the Advisorbox Advocate Program. An Advisorbox corporate agent will advocate for the deal and mediate with both parties neutrally according to the Advisorbox Advocate Deal Guidelines.

SuccessionBox and AgreementsBox are included in AdvisorBox and were created to drastically reduce the costs and complications advisors incur for continuity and succession plans, as well as purchase agreements and partner buyout agreements needed for the 70% of advisors with mostly straightforward structures and goals. It combines our tech with niche lawyer expertise to provide high caliber agreements and plans. To streamline the economics without sacrificing quality we have structured so each completed template is reviewed by one of the attorneys that wrote the template. Up to an hour long review and asking the lawyer any questions is included in the flat fee.

In this efficient system most advisors for most plans and book buyouts and single partner buyouts slash the costs by 50% to 75% compared to the other primary firms offering these services to advisors direct or indirect. Of course if you color outside the lines it costs more but you'll find we've taken care to make sure these are quality agreements and plans, with creative optionality, provisions, and contingencies that most advisors for most deals will have more than what they need. And if not, these attorneys are happy to bill you for major adjustments.