Short answer: use this page as a working model, then verify every factual or promotional statement against the supplied sources and the firm's own review process before acting.
If you need a current public dollar figure for advisor jetpack cost, the pages reviewed for this draft do not supply a complete price. Advisor Jetpack's official site directs prospects to get a price and does not establish a full current dollar amount, minimum term, refund rule, setup fee, or advertising budget. Apex Acquisition's opened public page also does not publish a fixed dollar price. Planswell does publish package displays, but those displays are page-specific and are not one universal schedule.
This page is a B2B procurement worksheet for financial advisors, RIAs, and wealth management firms comparing Planswell, Apex Acquisition, and Advisor Jetpack on published price, contract terms, delivery unit, data access, reviews, and follow-up load. It is educational marketing-agency content, not investment advice. OJay Media sells client acquisition work to advisor firms, so treat this as a due diligence aid rather than a like-for-like fourth-vendor bake-off. That is an editorial safeguard, not a finding that the reviewed pages forbid comparison.
What does Advisor Jetpack cost based on current public evidence?
Use this as the working answer until a written proposal replaces it:
- Advisor Jetpack: request the current fee, setup charges, advertising budget, minimum term, refund rule, delivery definition, and ownership terms in writing. The opened official page did not establish those commercial figures.
- Apex Acquisition: the opened official pages describe marketing, appointment setting, training, and CRM access, and state that Apex does not use pay-per-lead or pay-per-appointment pricing. The opened public homepage did not publish a complete fixed dollar price. The terms page is the public source for term and refund language.
- Planswell: public package displays exist, and they differ by page. The ROI calculator labels USD figures. A Financial Horizons-specific page displays CAD figures and a setup fee. Confirm which currency, segment, and package apply before you treat any display as your price.
In this planning model, the invoice is only one line inside a Client Acquisition System. Staff time, follow-up, CRM work, and compliance review still belong on the worksheet even when a vendor does not itemize them.
What Planswell, Apex Acquisition, and Advisor Jetpack actually sell
Attribute these descriptions to the providers. They are not independent audits of delivery quality.
Planswell (advisor and household pages) describes exclusive household delivery, advisor coaching, and household data. The household page describes 10, 25, or 50 monthly households, 40 discovery questions, SMS validation, and a displayed average prospect profile.
Apex Acquisition official pages describe targeted marketing, appointment setting, training, and a CRM. Those pages state that Apex does not use pay-per-lead or pay-per-appointment pricing.
Advisor Jetpack describes an end-to-end growth solution, states that pay-per-lead and pay-per-appointment are not its pricing models, and states that the customer retains exclusive database ownership. It describes possible 48 to 72 hour onboarding depending on training.
These are different commercial objects: a household-delivery subscription with public package displays, an appointment-generation service with a published initial term, and a request-a-price growth offer with an ownership statement. If you need a pairwise contrast between an end-to-end growth offer and a referral or lead platform, use Advisor Jetpack vs SmartAsset. This page stays on the three-way cost and contract decision.
If the firm already runs Authority Marketing assets (site, reviews you are allowed to use, and advisor-authored content), treat this as an operator question: does the vendor's delivery use those assets, replace them, or ignore them? This draft does not rank those options.
Comparison framework: The Three-Vendor Cost Visibility Worksheet
This is a planning model, not a universal industry standard. Complete every row from a current written proposal. Fill a cell only when a cited public page supports it. Mark the rest request in writing.
| Worksheet row | Planswell (public pages) | Apex Acquisition (public pages) | Advisor Jetpack (public pages) |
|---|---|---|---|
| Published price | Page-specific USD and CAD package displays; confirm which page applies | No complete fixed dollar price on the opened public page | No complete current dollar price on the opened public page |
| Setup fee | Financial Horizons page displays a $199 setup fee; confirm whether that page applies to you | Request in writing | Request in writing |
| Minimum term | Advisor terms describe month-to-month access | Terms state a 90-day initial service term, then month-to-month | Request in writing |
| Refund rule | Plain-language section says refunds cannot be issued; legal section allows certain case-by-case refund decisions | Terms describe limited refund conditions | Request in writing |
| Delivery unit | Households page: 10, 25, or 50 monthly households (ROI calculator uses lead counts by package) | Appointment-setting described; get the written definition of a completed appointment | Request the written definition of a qualified appointment or equivalent unit |
| Data ownership / access | Terms say household data, the referral link, and software access end after the current billing period | Terms describe removal of CRM, training, and community access after cancellation | Official page states the customer retains exclusive database ownership |
| Post-cancellation access | Access ends after the current billing period per terms | CRM, training, and community access removed after cancellation per terms | Request in writing how export and access work after cancellation |
| Advisor workload | Coaching and household handling are part of Planswell's described offer; quantify your follow-up hours | Training and CRM are described; quantify appointment handling hours | End-to-end offer is described; still quantify your review and sales hours |
| Evidence status | Public package displays plus terms PDF | Terms page plus positioning; price still requested in writing | Ownership and onboarding statements; commercial figures still requested in writing |
Editorial recommendation: do not convert missing cells into industry averages. A blank cell is a question for the proposal, not a number to invent.
Documented example: OJay case on why timeframe and denominator matter
Before you compare vendor invoices, decide what you will count and over what period. OJay's partner results page reports one anonymized first-party case: a fee-only US advisor reportedly onboarded 8 new clients with a reported $273,000 average account size over 1 quarter.
That case is not a benchmark for Planswell, Apex Acquisition, or Advisor Jetpack. It is not a typical outcome, a projected ROI, or proof that any of those vendors will produce the same result. Past partner results are not guarantees. Use it only as a labeled example of why the denominator matters in this suggested planning model: 8 clients in 1 quarter is a different cost story than 8 leads in 1 month, and average account size is not the same metric as cost per attended appointment.
If you later receive a written monthly vendor fee, an editorial way to use the worksheet is: total operating cost for the same quarter (vendor fee, setup allocated to the period, ad spend if billed separately, staff time, and review time) divided by attended appointments you can document. Do not import the 8-client figure into that math as if it were a vendor conversion rate.
Planswell pricing, household volume, and contract terms
USD package display (ROI calculator). Planswell's ROI calculator labels its package figures USD and displays Green at $749 per month for 10 leads, Gold at $1,398 for 25, Platinum at $2,498 for 50, Platinum+ at $4,698 for 100, and Beast Mode at $8,998 for 200.
CAD package display (Financial Horizons page). A Financial Horizons-specific Planswell page displays CAD prices of $748, $1,398, $2,698, and $5,299, plus a $199 setup fee.
These are page-specific displays. This draft does not treat them as one global rate card. Operator questions to send in writing: which package names apply to your firm, which currency you will be billed in, whether the ROI calculator's lead counts match the households page's household counts, and whether a setup fee applies.
Household workflow. The households page describes 10, 25, or 50 monthly households, 40 discovery questions, SMS validation, and a displayed average prospect profile. Keep those as Planswell's descriptions.
Terms. Planswell's advisor terms describe month-to-month access and cancellation. The plain-language section says refunds cannot be issued, while the legal section allows certain case-by-case refund decisions. The legal terms also say household data, the referral link, and software access end after the current billing period. Ask counsel or your reviewer how those two refund passages interact for your agreement. Do not assume a refund will be available.
Apex Acquisition cost, term, and refund questions
Apex Acquisition's official pages describe targeted marketing, appointment setting, training, and a CRM, and state that Apex does not use pay-per-lead or pay-per-appointment pricing. The opened public homepage did not provide a fixed dollar price. Request the current fee, any advertising budget, and what counts as a completed appointment in writing.
Apex's terms of service state a 90-day initial service term followed by month-to-month service. They also describe limited refund conditions and removal of CRM, training, and community access after cancellation. In this planning model, treat post-cancellation access as a cost and continuity risk to confirm before you sign, not as a minor admin detail.
Apex also publishes a case-studies page. Treat anything on that page as a provider-attributed claim until your reviewer checks the underlying facts. This draft does not summarize those case studies and does not treat them as typical results.
For the existing pairwise due diligence write-up, see Apex Acquisition vs Advisor Jetpack.
Advisor Jetpack pricing, ownership, and onboarding questions
Advisor Jetpack's official page describes an end-to-end growth solution, says pay-per-lead and pay-per-appointment are not its pricing models, and directs prospects to get a price. It describes possible 48 to 72 hour onboarding depending on training and states that the customer retains exclusive database ownership.
The opened public page did not establish a complete current dollar price, minimum term, refund policy, setup fee, advertising budget, or guarantee-enforcement process. Editorial recommendation: do not sign from the marketing page alone. Ask for those items in the proposal and in the contract.
Ownership language on a marketing page is not the same as an export test. A working hypothesis for this worksheet: request a written description of where prospect data lives, who may use it after cancellation, and how you obtain a copy. Then test that process before you rely on it.
How to compare total cost per attended appointment
In this planning model, total acquisition cost is every cash and time cost required to produce an attended, usable appointment, not the vendor's headline fee alone. Cost per attended appointment is that total divided by appointments you can document as attended under your written definition.
Line items to complete from your books and the written proposal:
- Provider fee for the period.
- Setup fee allocated to the period.
- Advertising spend if billed separately.
- Staff time for follow-up, show-rate work, and CRM hygiene.
- Compliance and principal review time for ads, landing pages, scripts, and testimonials.
- Attended appointments that match the written delivery definition.
Do not use a hypothetical conversion rate to manufacture ROI. If a vendor defines delivery as households, leads, or booked appointments, do not mix those units in one denominator. That mixing is an editorial warning, not a claim that one unit is universally better.
If you are comparing appointment generation with a referral-platform model rather than with Advisor Jetpack's end-to-end offer, use Apex Acquisition vs SmartAsset for that pairwise operating-model contrast. Keep this page for the three-vendor cost and contract worksheet.
What reviews and provider claims can and cannot prove
Editorial recommendation: treat Trustpilot summary ratings and review counts for Advisor Jetpack, Apex Acquisition, and Planswell as time-sensitive platform snapshots and customer-submitted reports. They are not audits of typical lead quality, conversion, AUM, or revenue. Operator question: record the current rating, review count, and retrieval time from each vendor's Trustpilot page in your due diligence file, and do not treat those figures as proof of your result.
Editorial recommendation for reading the evidence types:
- Platform summary ratings can prompt questions (volume, recency, complaint themes). They do not prove your result.
- Individual reviews are attributed anecdotes. Record the allegation, any public response, and what remains unresolved. This draft draws no complaint conclusion.
- Provider testimonials and case studies are marketing claims. Map each claim to the written offer you are buying.
- Written terms control refund, term, and access. Prefer the contract over the sales page when they differ, and have a reviewer reconcile conflicts (as with Planswell's two refund passages).
Do not republish ratings, testimonials, or performance figures on your own site until your reviewer has checked the applicable advertising rules for your registration.
Which vendor model fits your firm's follow-up and compliance capacity?
This fit matrix is an editorial decision aid. It does not declare a universal winner.
| If this is true of your firm | Working hypothesis to test |
|---|---|
| You need a public package number before you will take a sales call | Planswell is the only vendor in this set with page-specific public package displays; still confirm currency and whether the page applies to you |
| You can staff appointment handling for a 90-day initial term | Apex's published initial term is 90 days then month-to-month; confirm price and appointment definition in writing |
| You need a written ownership statement on the marketing page before you inquire | Advisor Jetpack states exclusive database ownership; still request export and post-cancellation terms in writing |
| You cannot absorb follow-up inside current headcount | Ask each vendor who does SMS, email, no-show recovery, and CRM updates; missing labor is still your cost in this worksheet |
| You need month-to-month cancellation with a documented data-end date | Planswell terms describe month-to-month access and data/software access ending after the current billing period; confirm the live agreement |
| You need the pairwise Apex vs Advisor Jetpack detail | Use the existing pairwise page linked above rather than duplicating it here |
No row above is a recommendation to buy. Each is an operator question against your calendar, CRM, and review capacity.
Compliance checks before using ratings, testimonials, or performance claims
This section is not legal advice. Registration and communication context decide which rules apply.
The SEC Investment Adviser Marketing guide addresses misleading advertising, testimonials, endorsements, third-party ratings, performance information, and related recordkeeping. If you are an SEC-registered adviser (or otherwise subject to that marketing rule), have an authorized reviewer check any rating, testimonial, or performance language you might reuse, including vendor-supplied quotes.
FINRA Rule 2210 addresses communications with the public, including fair and balanced presentation, misleading claims, principal approval, and records, for applicable member-firm communications. Use that source for FINRA-member questions. Do not treat an SEC guide as a substitute for Rule 2210, or Rule 2210 as a substitute for the SEC marketing rule.
Editorial recommendation: keep vendor ratings and case claims inside your due diligence file until review is complete. Past partner results, including the OJay-reported case above, are not guarantees and are not permission to imply typical outcomes.
The vendor due diligence checklist to complete before signing
Complete these in writing. Mark unknowns instead of filling them with averages.
- Current fee, billing currency, setup fee, and any required ad spend.
- Initial term, renewal, and cancellation steps, including notice periods.
- Refund conditions, and which document controls if sales copy and legal terms differ.
- Delivery unit: household, lead, booked appointment, or attended appointment, with the disqualification rules.
- Who owns prospect data, where it is stored, export format, and post-cancellation access.
- Who writes, approves, and archives ads, landing pages, scripts, and follow-up copy.
- Which testimonials, ratings, or performance figures you are asked to publish, and who reviews them.
- Staff hours per week you must supply for follow-up and shows.
- Cost per attended appointment using only documented appointments and documented costs.
- A current proposal that matches the public page you used during research, or an explanation of every difference.
Key takeaways
- The opened Advisor Jetpack and Apex Acquisition public pages did not publish a complete current dollar price; treat advisor jetpack cost and Apex cost as proposal items.
- Planswell publishes package displays, but USD figures on the ROI calculator and CAD figures on the Financial Horizons page are page-specific, not one universal list.
- Map term, refund, and post-cancellation access to the cited terms documents, and request anything those documents do not settle.
- Trustpilot ratings are time-sensitive snapshots, not proof of typical results.
- Use total operating cost per attended appointment, with a written delivery definition, instead of mixing households, leads, and clients in one denominator.
- The OJay-reported 8-client, $273,000 average account size, 1-quarter case is a labeled first-party example of timeframe and denominator, not a vendor benchmark.
- Have an authorized reviewer check ratings, testimonials, and performance language against the SEC marketing guide and, where a FINRA member firm is involved, Rule 2210 separately.
Frequently asked questions
How much does Advisor Jetpack cost right now?
The opened Advisor Jetpack public page did not establish a complete current dollar price. It directs prospects to get a price. Request fee, setup, ad spend, term, and refund terms in a written proposal.
Does Planswell have one official price list?
Not in the pages reviewed for this draft. The ROI calculator labels USD package figures. The Financial Horizons page displays CAD prices and a $199 setup fee. Confirm which page, currency, and package apply to your firm.
Can Trustpilot scores tell me which vendor will perform better for my firm?
No. Editorial recommendation: treat Trustpilot ratings as platform snapshots and customer-submitted reports. They do not establish typical conversion, AUM, or revenue, and they do not tell you which vendor will perform better for your firm.
Is this a recommendation to hire OJay instead of these vendors?
No. This is a comparison worksheet. OJay Media is a marketing agency in the same broader category. Editorial recommendation: do not treat this page as a finding that OJay is interchangeable with Planswell, Apex Acquisition, or Advisor Jetpack.
Closing summary
- Request written proposals from Advisor Jetpack and Apex Acquisition that state the current fee, setup charges, advertising budget, minimum term, refund rule, and delivery definition.
- Confirm which Planswell page, currency, package, and setup fee apply to your firm before treating any public display as your price.
- Map term, refund, and post-cancellation access to the cited terms documents, and mark anything those documents do not settle as request in writing.
- Use total operating cost per attended appointment with one written delivery unit; do not mix households, leads, booked appointments, and onboarded clients in one denominator.
- Keep Trustpilot ratings, provider testimonials, and the labeled OJay-reported case in your due diligence file until an authorized reviewer checks any reuse against the SEC marketing guide and, where a FINRA member firm is involved, Rule 2210.
- Complete the vendor due diligence checklist in writing before signing.
About Oliwer Jonsson
Oliwer Jonsson leads OJay Media's growth partnerships for financial advisors. He designs evidence-led client-acquisition systems that connect positioning, content, paid media, conversion, follow-up, and attribution, then uses performance data to improve the system over time.