Home / Industries

Professional Services

Payment processing for
Financial Advisors

Financial Advisors bill for time and expertise, often in large or recurring amounts, and getting paid should not mean chasing checks or eating card fees on a five-figure invoice.

Get Started See pricing

Flux lets financial advisors take cards for convenience, ACH for larger invoices where the economics are friendlier, and pass the processing fee to the client at checkout where local rules allow.

Why financial advisors choose Flux

ACH for large invoices

Route retainers and big invoices over ACH where the per-transaction economics beat cards.

Pass the fee where allowed

On consumer pass-through, the processing fee is added to the client's total at checkout, where local surcharging rules allow.

Books that reconcile

A QuickBooks sync keeps financial advisors from retyping every payment into the accounting system at month end.

How financial advisors get paid

For financial advisors, ACH usually fits large invoices and retainers, cards suit smaller or on-the-spot payments, and Flux handles both through one integration with a clean record for your books.

Simple, transparent pricing

Flux charges a flat 2.9% plus 30 cents per transaction, with volume discounts for higher-volume financial advisors and the option to pass the fee to the customer at checkout where local surcharging rules allow. No setup fees, no monthly fees, and no contracts.

Frequently asked questions

How do financial advisors accept payments with Flux?

Financial Advisors accept credit and debit cards, ACH bank transfers, and stablecoins through one Flux integration, with drop-in hosted fields that keep card data off your own systems.

What does Flux charge financial advisors?

A flat 2.9% plus 30 cents per transaction, with volume discounts for higher-volume merchants and no setup fees, monthly fees, or contracts. You can also pass the processing fee to the customer at checkout where local surcharging rules allow.

How fast do financial advisors get their money?

Card payments settle in one to two business days and ACH in one to three business days. Stablecoin payments go to your wallet instantly.

Ready to get financial advisors paid with Flux?

Cards, ACH, and stablecoins in one platform. Apply in about two minutes.

Get Started
← All industries