Partnership Packages for U.S. Advisors

7 Days Risk Free, Cancel Anytime

All partnerships include at least 10 exclusive households per month, our proprietary financial planning software, your own referral link, 7-day core training, ongoing bi-weekly office hours, Advisor HQ, partner badge, exclusive webinars, and more.


$399 USD/mo

$199 one-time set-up fee
  • 10 exclusive households per month
  • Financial planning software
  • Unique referral link
  • 7-day core training
  • Ongoing bi-weekly office hours
  • Partner badge
  • Advisor HQ
  • Exclusive webinars
  • Plancraft — coming soon!

$699 USD/mo

$199 one-time set-up fee
Everything from Green
  • 15 additional households per month

$1299 USD/mo

$199 one-time set-up fee
Everything from Green
  • 40 additional households per month
Deulley Mark

Planswell is so much more's a comprehensive business system for advisors. I chose Planswell over others because Planswell offers a complete program that included software, training, scripts, & non-shared leads. I would definitely recommend Planswell to other advisors.

Mark Deulley
Next Gen Money Coaching
why planswell

No Comparison

Other organizations distribute the same households to five or more advisors, creating negative interactions for advisors and consumers alike. We're on a mission here at Planswell, and that means each and every consumer in need of advice must have a positive experience. Only one advisor will ever reach out to them. (Pssst...that's you, right?) 

  Others Planswell
Exclusive households
Guaranteed  number of prospective clients
Weekly sales training opportunities
Unique referral link
Financial planning software
Cancel anytime
Executive peer groups