Pricing

Starter

$5/monthly
  • 529 PLAN
  • Digital Adviser-SAM
  •  
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TRY ONE MONTH FREE

Standard

$15/monthly
  • 529 PLAN
  • Investment Account
  • Digital Adviser-SAM
  • Financial Analysis
  • Fund Fee Analysis
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TRY ONE MONTH FREE

Premium

$20/monthly
  • 529 PLAN
  • Investment Account
  • IRA Account
  • Digital Adviser-SAM
  • Financial Analysis
  • Fund Fee Analysis
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TRY ONE MONTH FREE

Concierge

$99/monthly
  • 529 PLAN
  • Investment Account
  • IRA Account
  • Stock Options
  • Hedging
  • Digital Adviser-SAM
  • Financial Analysis
  • Fund Fee Analysis
TRY ONE MONTH FREE