Refer an advisor.
Earn $178.
Know a financial planner, independent advisor, or firm who could use PlanBase? Submit their info below. When they subscribe, you earn 10% of their monthly fee for 12 months — paid out to you every month.
Three steps. That's it.
Submit a referral
Fill out the form below with your info and the advisor you're referring. We'll take it from there.
We reach out
Our team will introduce PlanBase to your referral — no cold outreach on your end.
Earn your commission
When they subscribe, you earn 10% of their monthly fee every month for their first 12 months — paid out monthly to you as long as the referral stays active.
It adds up fast.
There's no ceiling. Every advisor you refer earns you $14.90/month for their first 12 months — up to $178.80 per referral. Refer your whole network and it becomes meaningful income.
Know someone who'd benefit?
As a current PlanBase subscriber, you can refer financial planners and advisors in your network. Fill out the form and our team will handle the rest.
- Open to current PlanBase subscribers
- 10% monthly for 12 months per referral
- No cap on earnings
- Monthly payouts via e-transfer
- We reach out on your behalf