No Hidden Fees
Flat fee - real value
Simple & transparent pricing
No AUM fees, no commissions, and no surprises - just expert planning at a fixed rate.
Essential
$400 /quarterly
Popular with individuals with net worth $500k - $1M
Features:
Portfolio recommendations
Personalized financial plan
What-if scenario simulations
Net worth tracking
Cashflow and budgeting
Debt repayment strategy
Tax filing (1 federal + 1 state)*
Capital gains tax advisory
Tax loss harvesting
Insurance planning
1 user profile
4 advisor meetings annually
Unlimited messaging with advisor (24 hours SLA)
Advanced
$800 /quarterly
Popular with couples with net worth $1M - $5M
Features:
All Essential Features ➕
Access to Golden Portfolio**
Alphanso Managed Portfolios
Options trading strategy
Real estate consulting
Roth planning (mega/backdoor)
Equity planning (RSUs, ISOs, ESPP)
Tax filing (2 federal + 2 states) includes 2K1s*
Tax withholding strategy
Tax credit and deduction analysis (AMT covered)
Cross-border taxation
Will and trust setup guidance
2 user profiles
6 advisor meetings annually
Unlimited messaging with advisor (24 hours SLA)
Elite
$2,400 /quarterly
Popular with families with net worth $5M - $80M
Features:
All Advanced features ➕
Private equity investing
LLC setup and guidance
International investment exposure
Tax filing (4 federal and multiple states) includes unlimited K1s*
Multi year tax optimization
Complete estate strategy (attorney fee inclusive)*
4 user profiles
On demand - unlimited advisor meetings
Priority messaging with advisor (<4 hours SLA)
Essential
$1,200 /yearly
Popular with individuals with net worth $500k - $1M
Features:
Portfolio recommendations
Personalized financial plan
What-if scenario simulations
Net worth tracking
Cashflow and budgeting
Debt repayment strategy
Tax filing (1 federal + 1 state)*
Capital gains tax advisory
Tax loss harvesting
Insurance planning
1 user profile
4 advisor meetings annually
Unlimited messaging with advisor (24 hours SLA)
Advanced
$2,400 /yearly
Popular with couples with net worth $1M - $5M
Features:
All Essential Features ➕
Access to Golden Portfolio**
Alphanso Managed Portfolios
Options trading strategy
Real estate consulting
Roth planning (mega/backdoor)
Equity planning (RSUs, ISOs, ESPP)
Tax filing (2 federal + 2 states) includes 2K1s*
Tax withholding strategy
Tax credit and deduction analysis (AMT covered)
Cross-border taxation
Will and trust setup guidance
2 user profiles
6 advisor meetings annually
Unlimited messaging with advisor (24 hours SLA)
Elite
$7,200 /yearly
Popular with families with net worth $5M - $80M
Features:
All Advanced features ➕
Private equity investing
LLC setup and guidance
International investment exposure
Tax filing (4 federal and multiple states) includes unlimited K1s*
Multi year tax optimization
Complete estate strategy (attorney fee inclusive)*
4 user profiles
On demand - unlimited advisor meetings
Priority messaging with advisor (<4 hours SLA)
FAQs
How does the 14-day free trial work?
We’ll ask for your payment details at sign-up, but you’re not charged until the trial ends. During the trial you get full platform access plus a dedicated fiduciary advisor.
Is my account supported?
Absolutely. Alphanso already links with 12,000+ U.S. based financial institutions - brokerage, checking, savings, and liability accounts. If yours isn’t on the list, email us at contactus@alphanso.ai and we’ll work to add it.
Do I need to move money or meet a minimum?
No minimums, no asset transfers. Because we charge no AUM% fee, you can keep every account right where it is.
Are you a fiduciary?
Yes. Every Alphanso advisor is legally obligated to put your interests first - no commissions, no hidden agendas.
Can my partner and I plan together?
Yes!
Advanced Plan: two user profiles (perfect for couples)
Elite Plan: up to four user profiles (great for families)
Advanced Plan: two user profiles (perfect for couples)
Elite Plan: up to four user profiles (great for families)
What estate-planning help is included?
Elite Plan: Estate guidance, documentation, advisory, full legal setup, and partner-lawyer fees are all included.
Advanced Plan: Estate guidance, documentation, and advisory are included (legal setup and lawyer fees not included)
Advanced Plan: Estate guidance, documentation, and advisory are included (legal setup and lawyer fees not included)
FAQs
How does the 14-day free trial work?
We’ll ask for your payment details at sign-up, but you’re not charged until the trial ends. During the trial you get full platform access plus a dedicated fiduciary advisor.
Is my account supported?
Absolutely. Alphanso already links with 12,000+ U.S. based financial institutions - brokerage, checking, savings, and liability accounts. If yours isn’t on the list, email us at contactus@alphanso.ai and we’ll work to add it.
Do I need to move money or meet a minimum?
No minimums, no asset transfers. Because we charge no AUM% fee, you can keep every account right where it is.
Are you a fiduciary?
Yes. Every Alphanso advisor is legally obligated to put your interests first - no commissions, no hidden agendas.
Can my partner and I plan together?
Yes!
Advanced Plan: two user profiles (perfect for couples)
Elite Plan: up to four user profiles (great for families)
Advanced Plan: two user profiles (perfect for couples)
Elite Plan: up to four user profiles (great for families)
What estate-planning help is included?
Elite Plan: Estate guidance, documentation, advisory, full legal setup, and partner-lawyer fees are all included.
Advanced Plan: Estate guidance, documentation, and advisory are included (legal setup and lawyer fees not included)
Advanced Plan: Estate guidance, documentation, and advisory are included (legal setup and lawyer fees not included)