AdvicePay
Michael is a nationally recognized expert and thought leader in the financial planning industry and is one of our co-founders at AdvicePay. Born and raised in the northern Virginia suburbs outside of Washington, DC, he considers himself a native Washingtonian. In his younger days, he was a member of the USA 1 National Junior Bridge Team. (Don’t try to take him on.) Learn more about Michael’s extensive writing and speaking on his website, kitces.com.
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AdvicePay
Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.