We do great work, with great people, for great people.

AdvicePay is a way for financial planners to get paid in an efficient, compliant, and secure way.

Many financial planners struggle to get paid in a compliant way under the fee-for-service model. With every transaction they find themselves asking questions, including:

  • Will this trigger custody?
  • What requirements does my state have to allow me to be paid this way?
  • Can I get paid via ACH?
  • Can I accept credit and debit cards?

AdvicePay offers powerful features built specifically for financial advisors including subscription billing, one-time payments, ACH and credit/debit card use, an advisor portal, a client portal, and most importantly - it complies with custody regulations.

Why You'll Love AdvicePay

(We Even Keep A List!)

  • Legitimate Work/Life Balance. (For. Real.)
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Inspiring Leadership with Integrity
  • We'll Embrace Your "Unique Weird"
  • Autonomy in Your Role (what everyone dreams of)
  • Professional Development Options
  • Rewarding Work That Matters (helping more people get access to quality financial planning)
  • Endless Supply of Free T-Shirts
  • Start-Up Company Feel

The Benefits You Need

Love Life, Love Work

Take Time When You Need It
Recharge. Deal with life. We'll be here when you get back.
Earn What You're Worth
You've honed the unique skills we need. We'll gladly pay you for those.
Set Yourself Up
Earn towards retirement with company matching up to 4.5%.
Come As You Are
No suit, no tie, no problem. We're casual around here every day, not just on Fridays.



We value our culture at AdvicePay, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Dream Team Handbook. We want you to make an informed decision about joining our team, and in our handbook you'll learn a lot about our culture. 


  • The minimum number of vacation days team members must use
  • If your dog has what it takes to join our team (our office is pet-friendly)
  • What it means to "embrace your weird
  • How to raise $500 for your favorite charity by playing hooky & donating your time
  • A heckuva lot more!

Click here to read our Dream Team Handbook.



AdvicePay is committed to improving equity and diversity in the financial planning and technology/development professions by creating an inclusive workplace and comfortable environment for every AdvicePay team member, everyone who goes through our hiring process, and each user of AdvicePay. We welcome everyone!

We believe we're better when we're diverse, which includes diversity in race & ethnicity, gender, identity, sexual orientation, religious belief, age, physical ability, background, and more. AdvicePay's commitment to achieving equity starts "at home" with our inclusive hiring process, a more inclusive work environment by training our team members to be better allies, and implementing benefits and policies that support team members and their families with various backgrounds and life circumstances.


Some of the steps AdvicePay is taking include:


When hiring, we don't hire based on skin color, gender, or any other areas of diversity - the best candidate for each open position will be offered the job. Best, however, is not defined as the most experience, the right degree, or the person who will get along best with the current team, but instead, the person who will both be able to do the job and bring a unique perspective to our team that will move the entire company forward. We push ourselves to give candidates from underrepresented populations intentional access to opportunities they may not otherwise get.

Our goal is to interview at least one (ideally two) Black, Indigenous, and people of color (BIPOC) candidate in first-round interviews for all open positions.


Based on our hiring process goals, we set the following targets we hope to achieve among our team members, to align with the demographics of the United States (at a minimum) by 2024:

  • 50% gender diverse* (achieved) 

  • 23% of the team is BIPOC by end of 2023

  • 24% of the team is BIPOC by end of 2024 

*Gender diverse is defined as anyone who self-identifies as a cis woman, a transgender woman, non-binary, or any other identity, role, or expression beyond the binary framework.


During each new team member’s first week, we review our transparent compensation structure. Salary is based on levels of accountability, and the compensation associated with each level of accountability is visible for all team members to see. We don’t require or allow salary negotiations, as they tend to lead to gender and racial pay gaps (also described here). Instead, every team member at each level of accountability makes the same amount, taking subjectivity out of compensation. We believe in paying the highest amount possible for a given accountability level and expect the best from our team in return.


Below is an outline of the benefits and policies that support our commitment to diversity, equity, and inclusion at AdvicePay and the unique personal and family circumstances each team member may have. For details around each benefit and policy listed below (as well as our many other benefits!), please see our Dream Team Handbook.

  • Flex time

  • Family leave

  • Military Service

  • National Guard/Reserves

  • Volunteer Work

  • Educational Opportunities

  • Childcare

  • Office Accessibility

  • Dress Code

  • Children in the Office

  • Nursing Mothers

  • Equal Opportunity Employment

  • Diversity & Inclusion Policy

  • Compensation Philosophy

  • Team Member Code of Conduct Policy

  • Anti-Harassment Policy

  • Relationship Policy

Why You'll love Bozeman

The town that checks all the boxes.

  • Arts
  • Breweries
  • Camping
  • Dining
  • Distilleries
  • Dog-Friendly
  • Fishing
  • Golfing
  • Hiking
  • Horseback Riding
  • Montana State University
  • Museums
  • The People
  • Rafting
  • Resorts
  • Safe Neighborhoods
  • Shopping
  • Skiing
  • The View!
  • Yellowstone National Park
  • Yoga

About Bozeman, Montana

Life in a Postcard

Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are  -  for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.

You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.  

AdvicePay is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.

Click here to learn more about Bozeman.

Join us

Current openings

Currently we don't have any open positions.

What we stand for

AdvicePay believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won’t settle for mere acceptance of each other’s differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AdvicePay is beyond proud to be an equal opportunity employer.