Help / Financial advisor lead costs
How much do financial advisor leads cost?
Updated November 8, 2026. Every price below was read from the vendor's own page that day.
Financial advisor leads cost about $32 for an exclusive retirement prospect, $90 to $150 for a pre-set appointment, and $99 to $499 a month for a directory listing, on vendor pages read November 8, 2026. Two of the eight vendors we checked publish no price. What a client costs you depends on how many leads you close.
This page is for financial advisors and small advisory firms deciding where to buy prospects. Our own number for scale: 2,931 of 1,928,800 Sales.co emails (0.152%, October 6, 2025 to October 18, 2026) drew an interested reply, about $132 each on the $2,000 plan. It prices each kind of source and shows how to turn a lead price into a cost per client. To compare the vendors themselves, read the 16 lead generation companies for financial advisors, compared.
What each lead source charges, read November 8, 2026
| Source | How it is priced | Published price | What you get | What it leaves out |
|---|---|---|---|---|
| Retirement Prospects | Per prospect | $32 per prospect | Consumer prospects from ads on sites that investors aged 50+ use, assigned to one advisor per zip code | A name and contact only: you still call, qualify and book |
| Revenx | Per pre-set appointment | $90 to $150 per appointment; $2,000 onboarding fee on monthly agreements, waived on quarterly or annual | Phone appointments with federal, state and higher-ed employees, 20 or more a month | Only those public-sector markets, and a 20-a-month commitment |
| Indyfin | Subscription per user | $99 (Basic) or $129 (Pro) a month per user; it lists booked meetings and closed clients as free | A verified profile, client reviews and direct scheduling; lead generation on Pro | No stated number of leads or meetings |
| AdvisorList | Directory subscription | $99 Basic, $199 Pro, $499 Elite; billed monthly or yearly, 20% off yearly | A listing in a consumer directory of advisors; calendar booking on Pro and up | Investors choose whom to contact; no stated lead count |
| SmartAsset AMP | Not published | Not published | Matches with investors looking for a fiduciary | The price comes on a sales call |
| Poseidon | One flat monthly fee | Not published (set by how many advisors are in the engagement) | Content, outbound and strategy; a 12-month engagement with an opt-out at month 6 | The price comes on the first call |
| Skyline Social | One-time build of your own ad funnel | $3,000, $5,000 or $9,000 one time, plus about $222 a month of software and your ad spend (at least $50 a day) | A system you own; 10 or more qualified appointments in the first 30 days on the two higher packages, or it keeps working free | Ad spend is on top, and you put in 1 to 20 hours |
| Cleverly | Monthly retainer | From $397 a month | Done-for-you outreach led by LinkedIn | A starting price; scope sets the rest |
| Sales.co (ours) | Monthly, by email volume | $2,000, $2,500 or $3,000 a month for up to 10,000, 15,000 or 20,000 emails | Done-for-you cold email to business owners and executives | No consumer leads: it fits advisors whose clients are businesses |
Each row comes from the vendor's own page, read November 8, 2026 (links under Sources). "Not published" means the page gives no number.
Four ways advisors pay for leads
Per prospect. You pay for a name and contact details and do the rest. Retirement Prospects charges $32 per prospect and assigns each zip code to one advisor, first come, first served.
Per appointment. Someone else calls and books the meeting. Revenx charges $90 to $150 per pre-set appointment with public-sector employees, with 20 a month on its monthly plans and a $2,000 onboarding fee unless you sign for a quarter or a year.
A monthly listing. You pay for a profile where investors browse advisors. Indyfin is $99 or $129 a month per user and AdvisorList is $99, $199 or $499. Neither page promises a number of leads, so your cost per lead is the fee divided by whatever contacts arrive.
A monthly service or a build. A team runs outreach for a retainer: Cleverly starts at $397 a month, and Poseidon and SmartAsset AMP give a price on a call. Or a team helps you build your own ad funnel for a one-time fee: Skyline Social charges $3,000 to $9,000, plus software and ad spend.
From cost per lead to cost per client
A lead price only means something next to your close rate. Cost per client is the price of one lead divided by the share of leads that become clients. The close rates below are examples to show the arithmetic, not data: put in your own.
| You buy | Price each | If you close | Cost per client |
|---|---|---|---|
| Exclusive prospect (Retirement Prospects) | $32 | 1 in 10 | $320 |
| Exclusive prospect (Retirement Prospects) | $32 | 1 in 20 | $640 |
| Pre-set appointment (Revenx, lowest) | $90 | 1 in 5 | $450 |
| Pre-set appointment (Revenx, highest) | $150 | 1 in 5 | $750 |
| Interested reply (Sales.co, $2,000 plan) | about $132 | 1 in 10 | about $1,320 |
Then compare the cost per client with what a client is worth. A client with $1,000,000 of assets at a 1% fee pays $10,000 a year, so even the highest figure in the table is paid back in the first year. A client with $100,000 at the same fee pays $1,000 a year, and the same lead prices look very different.
What one month of Sales.co cold email produces
Across 1,928,800 emails Sales.co sent from October 6, 2025 to October 18, 2026, 2,931 drew an interested reply: 0.152%, or about one per 658 emails. At $2,000 a month for up to 10,000 emails, that is about 15 interested replies a month, roughly $132 each. These are business buyers across many industries, not investors, so the figure fits an advisor whose clients are companies or their owners. To run the numbers with your own rates, use the lead generation calculator.
How to choose a lead source in five steps
- Name your client. Decide whether you want individual investors (prospects, appointments, listings) or businesses, such as owners planning an exit or companies picking a 401(k) plan (outbound to companies). You are done when you can write the client in one line.
- Price a client. Multiply typical assets by your fee to get one year of revenue per client. You are done when you have one dollar figure.
- Set a ceiling. Decide the most you will pay to win one client, for example one year of fees. You are done when the ceiling is written down.
- Convert every price. For each source in the table, divide its price by the close rate you expect and drop anything over your ceiling. Ask each vendor whether leads are exclusive or resold. You are done when two or three sources are left.
- Test small, then compare. Buy the smallest commitment each vendor allows, count appointments, shows and clients for a month, and keep the source with the lowest real cost per client. You are done when you have one month of your own numbers.
Limits
- Prices change. Every number here was read on November 8, 2026, and some vendors quote only on a call.
- Exclusive or shared: Retirement Prospects says its prospects go to one advisor per zip code. The other pages do not say, so get it in writing.
- Paying for referrals has rules. Under the SEC's marketing rule, a person who refers a prospective client to an adviser is giving an endorsement, and paying for it comes with disclosure conditions (17 CFR 275.206(4)-1(b)). Have your compliance officer read any contract first.
- Sales.co does not sell consumer leads. Our financial advisors email list is a list of advisors for companies that sell to advisors, not a source of clients for you. Companies in that position should read how to sell to financial advisors.
- Results such as matched investors or assets won are each vendor's own figures, as printed on its page.
Related
- Lead generation companies for financial advisors, compared
- Appointment setting companies, compared
- What a cold email agency costs
- Sales.co pricing
Sources
- Retirement Prospects, home page ($32 per prospect, one advisor per zip code), read November 8, 2026.
- Revenx, booked appointments (per-appointment prices, onboarding fee, 20 a month), read November 8, 2026.
- Indyfin, pricing, read November 8, 2026.
- AdvisorList, advisor pricing (plan offers and billing FAQ), read November 8, 2026.
- SmartAsset, SmartAsset AMP, read November 8, 2026: no price shown.
- Poseidon, pricing, read November 8, 2026: a flat monthly fee, not published.
- Skyline Social, pricing, read November 8, 2026.
- Cleverly, lead generation for financial advisors ("from just $397/month"), read November 8, 2026.
- SEC marketing rule, 17 CFR 275.206(4)-1 (definition of endorsement; paragraph (b)), read November 8, 2026.
- Emails sent and interested replies: Sales.co sending database, read-only aggregates, October 6, 2025 to October 18, 2026, computed November 2, 2026 (data/benchmarks.json).
- Sales.co prices: pricing page, read November 8, 2026.
FAQ
How much does a financial advisor lead cost?
On vendor pages read November 8, 2026: $32 for an exclusive retirement prospect at Retirement Prospects, $90 to $150 for a pre-set appointment at Revenx, and $99 to $499 a month for a directory listing at Indyfin or AdvisorList. SmartAsset AMP and Poseidon do not publish a price.
Are exclusive leads worth more than shared leads?
An exclusive lead is sold to one advisor, so nobody else is calling the same person. Retirement Prospects states its $32 prospects are assigned to one advisor per zip code. Most other vendors do not say, so ask in writing whether a lead is resold before you buy.
How do I work out my cost per client?
Divide the price of a lead by the share of leads you turn into clients. A $32 prospect closed at 1 in 10 costs $320 per client; a $150 appointment closed at 1 in 5 costs $750. Then compare that with one year of fees from the client.
Can Sales.co get me clients as a financial advisor?
Only if your clients are businesses, such as owners planning an exit or companies choosing a 401(k) plan. Sales.co runs done-for-you cold email to owners and executives from $2,000 a month for up to 10,000 emails. It does not sell consumer leads.