Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Fathom pricing
Short answer: Per Fathom's pricing page (checked October 21, 2026): Free; paid from $15/user/mo. All 5 listed plans and options are below.
Fathom plans and prices
| Plan | Price | Note |
|---|---|---|
| Free | $0 | |
| Premium (individuals) | $16/user/month billed annually or $20 monthly | |
| Team | $15/user/month billed annually or $19 monthly | 2-user minimum |
| Business | $25/user/month billed annually or $34 monthly | 2-user minimum |
| Enterprise | Talk to sales |
Prices as of October 21, 2026, in USD, as listed on Fathom's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free forever plan for individuals.
What drives your Fathom bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some plans have a minimum number of users.
- Annual billing or an annual term applies to some or all plans.
- Monthly billing is available on some plans but costs more than paying annually.
- There is a free plan or trial, so you can test before paying.
Example: At the listed rate, 3 people on Premium (individuals) would cost $48/month ($576/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- General business tool, not built around advisor recordkeeping.
- Check whether recording client meetings fits your policy and state consent laws.
- Team plans need at least 2 users.
Fathom pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Fathom | Free; paid from $15/user/mo | Free forever plan for individuals. | Pricing details |
| Otter.ai | Free; Pro from $8.33/user/mo | Basic plan is free forever (300 monthly transcription minutes). | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
| Finmate AI | From $39/mo (annual) | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Fathom review · Fathom alternatives · Best meeting notes tools
Get a Fathom demo
Tell us a little about your firm and we'll pass your request to Fathom's team. Free, no obligation.
Get one practical AI-for-advisors email a week
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Opens our beehiiv page to confirm. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Fathom cost?
Free: $0; Premium (individuals): $16/user/month billed annually or $20 monthly; Team: $15/user/month billed annually or $19 monthly; Business: $25/user/month billed annually or $34 monthly; Enterprise: Talk to sales. Prices as of October 21, 2026.
Does Fathom have a free plan or trial?
Free forever plan for individuals.
What should I ask Fathom about pricing?
General business tool, not built around advisor recordkeeping. Check whether recording client meetings fits your policy and state consent laws. Team plans need at least 2 users.