Transparent, flat-fee pricing
Choose the plan that fits your financial complexity. No hidden fees. No AUM charges. Cancel anytime.
Builder
For those starting their wealth journey with straightforward finances.
$2,998/year billed in two payments
- Dedicated advisor access
- Video onboarding call
- Consolidated financial dashboard
- Partner account included
- AI-powered insights
- Retirement projections
- Cash flow analysis
- Investment analysis
- Tax planning & projections
- Estate planning guidance
- Equity compensation planning
Accumulator
For growing wealth with increasing complexity.
$4,998/year billed in two payments
- Dedicated advisor access
- Video onboarding call
- Consolidated financial dashboard
- Partner account included
- AI-powered insights
- Retirement projections
- Cash flow analysis
- Investment analysis
- Tax planning & projections
- Estate planning guidance
- Equity compensation planning (RSUs)
Compounder
For complex finances requiring comprehensive support.
$6,998/year billed in two payments
- Priority advisor access
- Video onboarding call
- Consolidated financial dashboard
- Partner account included
- AI-powered insights
- Retirement projections
- Cash flow analysis
- Investment analysis
- Advanced tax strategies
- Full estate document support
- Complex equity comp (ISOs, NSOs)
30-day money-back guarantee. No questions asked.
Frequently Asked Questions
What's included in advisor access?
You'll have direct messaging access to your dedicated advisor through the platform. All plans include a video onboarding call to understand your financial situation and goals.
Can I upgrade or downgrade my plan?
Yes, you can change your plan at any time. Changes take effect at your next billing cycle.
Is my partner really included?
Yes. Your spouse or partner gets their own login and full access to the platform at no additional cost.
What makes this different from traditional advisors?
Traditional advisors charge 1% of assets under management. On a $500K portfolio, that's $5,000/year—and it grows as your wealth grows. Our flat fee means you keep more of your returns.