A one-time Core Toolkit, ongoing Professional and Annual memberships, and enterprise firm access for advisory firms, advisor networks, platforms, and wealth businesses.
One-time
Core Toolkit Access
$495one-time
A focused starter bundle of AdvisorStack tools, checklists, and worksheets for advisory businesses that want to organize their positioning, campaign planning, and growth execution before committing to membership. Includes 30 days to access and download the included starter resources.
◆Advisor Positioning Audit Checklist
◆Ideal Client / Market Focus Worksheet
◆Campaign Readiness Checklist
◆LinkedIn Authority Planning Worksheet
◆Landing Page Brief Template
◆Webinar Campaign Planning Checklist
◆Compliance-Submission Prep Checklist
◆Growth Priorities Worksheet
Recommended
Membership
Professional Membership
$150/ month
Ongoing access to AdvisorStack member resources, selected templates, monthly releases, campaign planning tools, and advisor-facing growth briefings.
◆Member resources and selected templates
◆Monthly releases while membership is active
◆Advisor-facing growth briefings
Best value
Membership · Best value
Annual Membership
$1,450/ year
12 months of AdvisorStack member access, including selected tools, planning resources, monthly releases, advisor-facing growth briefings, and one Annual Resource Mapping Call.
◆Everything in Professional Membership
◆One 30-minute Annual Resource Mapping Call to identify priorities and point you toward the most relevant AdvisorStack resources
◆~20% savings vs. monthly
Firm access
Enterprise / Firm Access
Customby inquiry
Team access for advisory firms, advisor networks, platforms, and wealth businesses that need controlled access, team permissions, custom onboarding, and optional Vestry implementation support.
Core Toolkit Access does not include ongoing member resources, future releases, custom strategy, implementation review, firm-specific campaign development, or full vault access.
Membership includes practical tools and planning resources. Custom strategy, campaign buildout, implementation review, and firm-specific recommendations are delivered through Vestry Sprint or Enterprise engagements.
The Annual Resource Mapping Call is an onboarding and resource-orientation call. It does not include custom strategy, campaign buildout, implementation review, compliance approval, or firm-specific recommendations. Those are handled through Vestry Sprint or Enterprise engagements where appropriate.
Access note
Core Toolkit buyers receive 30 days to access and download the included starter resources. Members receive ongoing access to member resources, monthly releases, and future updates while their membership is active. Annual members also receive one Resource Mapping Call.
License
AdvisorStack resources are licensed for internal business planning and execution by the purchasing user or approved firm account. Materials may not be resold, redistributed, republished, white-labeled, or used to create competing products or services without written permission from Vestry.