This page's audience our own tag's counts — open to see them

Period

–Visits

–Page views

–Clicks to vendors

–Time on page

–Reading now

Clicks to vendors, by tool

Top countries

Devices

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

One Adviser pricing

Paid#22 of 31 in Financial Advisor Software

One Adviser publishes 11 plans on oneadvisor.com.au; the cheapest with a listed price is $149/seat/mo (Adviser seat); Client Service / Admin seat, Compliance Manager seat, Essentials, Paraplanner seat, Professional: price not listed — prices checked 20 Sep 2026.

7.0/10Editor score

Visit One Adviser

One Adviser7.0 Visit One Adviser

One Adviser pricing at a glance

Plans 14-day trialPaid No free plan — trial or paid only. Prices checked 20 Sep 2026.

See plans on oneadvisor.com.au

One Adviser plans & pricing

Plan	Price	Key limits
Essentials	Not checked yet	CRM and client management Fact find and risk profiler Basic SOA/ROA advice Basic compliance Calendar and notifications
Professional	Not checked yet	Everything in Essentials Workflow automation White-label client portal Revenue and fee tracking Correspondence and mail merge Advanced advice builder
Enterprise	Not checked yet	Everything in Professional HR and payroll module Multi-practice management White-label branding Priority support Dedicated success manager
Client Service / Admin seat	Not checked yet	20 AI queries/mo
Paraplanner seat	Not checked yet	150 AI queries 60 min transcription 10 product searches
Compliance Manager seat	Not checked yet	200 AI queries 60 min transcription
Adviser seat	$149/seat/mo	400 AI queries 240 min transcription 30 product searches
Principal / Practice Admin seat	Not checked yet	500 AI queries 360 min transcription 50 product searches
Essentials setup	Not checked yet	Self-serve onboarding
Professional setup	Not checked yet	Up to 4 hours of data migration 2 live training sessions 30 days of priority support
Enterprise setup	Not checked yet	Unlimited data migration

Prices as published by the vendor on oneadvisor.com.au, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

Free trial
14 days · no card needed
Built for
Solo, Small business, Mid-market, Enterprise
Free plan
No
Financial planning
Yes

Our full One Adviser verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update