Every advisor tier includes a fixed number of client seats. When you exceed that number, additional seats are available at an overflow rate — billed per seat, per month.
Included Seats by Tier
Each advisor subscription tier includes a baseline seat allowance. This allowance is listed on your advisor billing page and in your subscription details. Seats within your allowance are covered by your base subscription cost with no additional charge.
Your current seat usage and allowance are always visible in the Seats section of your advisor dashboard, along with a count of seated vs. available slots.
What Happens When You Exceed Your Allowance
When you assign a seat that takes you beyond your included count:
- The seat is created immediately — the client gets Builder Pro access right away
- An overflow charge is calculated for the additional seat(s)
- The overflow charge is prorated from the date the seat was created to the end of your current billing cycle (e.g. mid-cycle add = $16 × days remaining ÷ days in cycle)
- On your next billing cycle, overflow seats are charged at the full per-seat monthly rate
Overflow Pricing
Overflow seats are $16/seat/month on Practice 10, Practice 25, Practice 50, and Practice 100. The rate is shown in your billing settings and on the confirmation dialog when you assign a seat that would take you into overflow.