Pricing & Packages
Transparent pricing. No hidden fees. Ever.
Three flat-fee membership tiers designed for different stages of your financial life. Cancel anytime. No commissions. No surprises.
Starter
$0/mo
Essential financial dashboard for individuals building their foundation.
- Credit score monitoring
- Budget & net-worth tracker
- Loan & insurance marketplace
- Educational resource library
- Email support, 48hr response
Most Popular
Growth
$199/mo
Full advisory relationship for households serious about building wealth.
- Dedicated lead advisor
- Quarterly strategy reviews
- Investment management, 0.65% AUM
- Annual tax planning session
- Insurance policy review
- Priority support, 4hr response
Wealth
$499/mo
Private client tier for households with $1M+ in investable assets.
- Family office team (advisor, CPA, JD, CFP)
- Monthly strategy sessions
- Investment management, 0.50% AUM
- Estate plan + trust review
- Alternative investments access
- Concierge support, 1hr response