OneSolOneSol
For financial advisors

Turn one link into a steady stream of qualified planning clients

Share a single link that books discovery calls, captures leads with a retirement guide, and collects planning fees — no website needed.

Free to start · No credit card · Keep 100% of your sales

Short answer

OneSol is a free all-in-one link in bio for financial advisors that turns one link into a booking calendar, lead magnet, and secure payment page for your practice. Prospects book portfolio reviews, download your retirement guide, and pay planning fees by card — with every payment going straight to your own Stripe account. OneSol takes no cut, and it's free to start with no credit card required.

Everything financial advisors need, in one link

Book discovery and review calls

Let prospects and clients self-book intro calls, annual portfolio reviews, and retirement check-ins from one link, so your pipeline stays full without phone tag.

Capture leads with gated guides

Offer a retirement checklist or market outlook in exchange for an email, building an audience you can nurture into fee-paying planning relationships.

Collect planning and retainer fees

Charge flat-fee financial plans, hourly consultations, and ongoing advisory retainers online, so clients commit and pay before the work begins.

Keep 100% of your fees

Payments flow directly into your own Stripe account, so you keep every dollar you charge minus only Stripe's standard fee — OneSol never takes a percentage.

OneSol for financial advisors — FAQ

Is OneSol free for financial advisors?

Yes. You can build your link-in-bio, launch a store and take payments on the free plan — no credit card required to start.

How do financial advisors get paid on OneSol?

You connect your own Stripe account, so payments land directly with you. OneSol never takes a cut of your sales — you only pay Stripe's standard processing fee.

Do I need any tech skills to set it up?

No. Describe what you want and OneSol's AI builds your forms and store; everything else is simple clicks with beautiful themes built in.

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