Pricing Plans
Find Your Financial Fit
Simple, transparent pricing for every stage of your financial journey.
Blue
Your financial foundation.
$14per month
+
0.15% of AlphaCash assets per yearFor people just getting started, get professional guidance to begin your financial journey, and know a trusted partner is just a message away. Includes AlphaCash.
Most Popular
Signature
Guidance for growth.
$38per month
+
0.15% of assets under management per yearFor professionals who want the peace of mind of knowing everything is being taken care of. Rest easy knowing your finances are being monitored by your dedicated advisor. Includes tax filing support.
Interested in just AlphaCash?
Standalone pricing is 0.18% of assets under management per year.
| Features | Blue | Signature | Reserve |
|---|---|---|---|
| Full access to budgeting & investing app | |||
| Personalized onboarding checklist & goal setting | |||
| Starter portfolio recommendation | |||
| Access to financial health score | |||
| One-time onboarding support & financial plan | |||
| Ongoing unlimited email/chat support | |||
| Live monthly office hours access | |||
| Tax support via email | |||
| AlphaCash | |||
| Ongoing financial plan management with dedicated advisor | — | ||
| Real-time budget & cash flow review/feedback | — | ||
| Investment allocation management, monitoring & rebalancing | — | ||
| Tax strategy execution | — | ||
| Biannual live review call | — | ||
| Priority email (24-hour response) | — | ||
| Access to basic private market / alternative investments* | — | ||
| Personalized advice for life events (video call) | — | ||
| Tax prep and filing | — | ||
| Equity compensation strategy | — | — | |
| Real estate & major purchase planning | — | — | |
| Access to full range of private market / alternative investments* | — | — | |
| Unlimited live calls | — | — | |
| Quarterly comprehensive financial review | — | — | |
| Direct access to advisor via cell/text | — | — | |
| Estate planning coordination | — | — | |
| Full-service tax prep and filing | — | — |
*Access to alternative assets may be limited based on individual accreditation status due to government regulations.