Pricing

Expert advice. Flat fee. No AUM.

Financial clarity in a week, not a quarter. Every plan includes unlimited advisor access and a 30-day money-back guarantee.

Core
For individuals seeking financial & tax insights that make their money work for them
$2,000/year
  • World-class financial insights on day 1
  • Advanced tax strategies
  • Equity optimization and planning
  • Retirement forecasting and planning
  • Crypto ready with CoinTracker integration
  • Unlimited advisor access

Tax filing not included — upgrade to Plus for professional preparation & filing

Plus
Popular
For individuals and families who want a full service tax & planning solution
$3,500/year

Everything in Core, as well as:

  • Family access for you and your partner
  • Professional tax filingUp to 2 individual returns (Federal + 1 state each)
Ultra
For founders, business owners, and complex estates who need a holistic strategy
$6,000/year

Everything in Plus, as well as:

  • Complex tax planning and filingMulti-state, Schedule C, K-1s
  • Advanced equity strategies
  • Estate coordination to protect your legacy
  • Priority advisor access

Not sure which plan fits?

Talk to us. 30 minutes, no obligation, no credit card.