14-day free trial

Flat fee - real value

Simple & transparent pricing

No AUM fees, no commissions, and no surprises - just expert planning at a fixed rate.
Quarterly
Yearly
Save 25%
Essential
$400 /quarterly
Popular with individuals with $500k–$1M net worth
Get Started
Includes:
Dedicated human advisor access
Unlimited advisor chats (24-hour SLA)
4 advisor deep dive sessions annually
Consolidated dashboard access
Personalized financial planning
Portfolio analysis & recommendations
What-if scenario simulations & Monte-Carlo projections
Net-worth, cashflow, budget & debt optimization
Tax-loss harvesting
Federal + state tax filing
Insurance planning & coverage review
1 user profile
See full comparison
Advanced
$800 /quarterly
Popular with couples and high-earners with $1M–$3M net worth
Get Started
Everything in Essential +
6 advisor deep dive sessions annually
Direct Indexing
RSU, ISO, and ESPP equity planning
Golden PortfolioTM access
Alphanso managed portfolios
Mega & Backdoor Roth strategy
Real estate consulting
Tax credit, deduction & AMT optimization
Cross-border tax support
Federal + state tax filing (upto 1 K-1 included)
Will & trust setup guidance
Plan with your partner (2 user profiles)
See full comparison
Elite
$2,400 /quarterly
Popular with HNIs, SMB owners, families with $3M+ net worth
Get Started
Everything in Advanced+
On-demand deep dive sessions
Priority messaging (<4-hour SLA)
Advanced tax mitigation for accredited investors (oil & gas, solar, real-estate and more)
Inheritance, charitable giving strategies
Multi-year tax optimization
Unlimited K-1s, multi-state & complex filings*
Complete estate strategy with attorney fees included
Private equity & alternative investments
International investment exposure
LLC setup & business structuring
See full comparison
Essential
$1,200 /yearly
Popular with individuals with $500k–$1M net worth
Get Started
Includes:
Dedicated human advisor access
Unlimited advisor chats (24-hour SLA)
4 advisor deep dive sessions annually
Consolidated dashboard access
Personalized financial planning
Portfolio analysis & recommendations
What-if scenario simulations & Monte-Carlo projections
Net-worth, cashflow, budget & debt optimization
Tax-loss harvesting
Federal + state tax filing
Insurance planning & coverage review
1 user profile
See full comparison
Advanced
$2,400 /yearly
Popular with couples and high-earners with $1M–$3M net worth
Get Started
Everything in Essential +
6 advisor deep dive sessions annually
Direct Indexing
RSU, ISO, and ESPP equity planning
Golden PortfolioTM access
Alphanso managed portfolios
Mega & Backdoor Roth strategy
Real estate consulting
Tax credit, deduction & AMT optimization
Cross-border tax support
Federal + state tax filing (upto 1 K-1 included)
Will & trust setup guidance
Plan with your partner (2 user profiles)
See full comparison
Elite
$7,200 /yearly
Popular with HNIs, SMB owners, families with $3M+ net worth
Get Started
Everything in Advanced+
On-demand deep dive sessions
Priority messaging (<4-hour SLA)
Advanced tax mitigation for accredited investors (oil & gas, solar, real-estate and more)
Inheritance, charitable giving strategies
Multi-year tax optimization
Unlimited K-1s, multi-state & complex filings*
Complete estate strategy with attorney fees included
Private equity & alternative investments
International investment exposure
LLC setup & business structuring
See full comparison

Find the right fit for your wealth.

Walk through our platform with an expert and find the right strategy for your goals.
Schedule demo
Full feature comparison

Feature details

14-day free trial on all plans
Get Started
Essential
$1,200 /yearly
Advanced
$2,400 /yearly
Elite
$7,200 /yearly
WEALTH DESK

Dedicated advisor

Your dedicated expert who knows your full story

Unlimited messaging

24/7 human advisor access - replies within 24 hours

Deep-dive planning meetings

1:1 hourly session with your advisor for bespoke planning

4/year

6/year

On demand

On-demand review

Get your accounts, investments, cashflows reviewed by advisor anytime

Consolidated dashboard

Track all your assets and liabilities on digital hub - web & mobile on-the-go

AI-powered guidance

Get AI powered nudges for real-time suggestions

Joint account support

Plan finances with your partner

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INVESTMENT MANAGEMENT

Portfolio construction and recommendation

Analyse existing portfolios or create new based on your goals

Risk profile assessment

Understand risky investments, mitigation opportunities

What-if scenario simulations

Preview how life changes shape your financial future

Monte-carlo simulations

Visualize market uncertanities and "chance of success" scoring

Golden Portfolio access

Invest in Alphanso proprietery portfolios geared towards Alpha generation

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Managed portfolios

Powered by Schwab - no stress, no additional fee

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Instruments research & analysis

Explore investment thesis and ML ratings of 10,000+ stocks, ETFS, bonds

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Direct Indexing

Harvest losses with direct investing while mimicking favorite ETFs

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International investment exposure

Explore international markets and invest in growing economies

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TAX PLANNING

Tax-efficient financial planning

Structure your finances to legally minimize taxes year after year

Tax Loss Harvesting

Offset gains by realizing losses at the right time

Credits & deductions

Identify every credit and deduction you qualify for

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Tax projections

See future tax outcomes before you make big decisions

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Roth conversions

Optimize Backdoor and Mega Backdoor Roth opportunities

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Advanced tax strategies

Use powerful HNW strategies like oil, solar, and CRUTs

-

-

Multi-year tax optimizations

Smooth taxes across years - AMT planning and more

-

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TAX FILING

Federal tax return

Single or household - prepare and file your complete federal tax return

1

2

2

Past-year reviews

Review and validate prior-year tax filings

-

Amended returns

Correct or improve filings from previous years

-

$300 per filing

2 filings

State filings

Prepare and file state tax returns seamlessly

1

2

2+

FBAR + FATCA filing

Stay compliant with foreign account reporting rules

-

Filing for K1s

Handle partnership, private equity, and fund K-1s

-

1

Rental filings

File taxes for real estate and rental income

-

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BUDGET & CASHFLOW

Cashflow optimization

See where your money goes and improve what stays

Debt repayment strategy

Pay down debt using the smartest order and timing

Reverse budgeting

Build savings automatically without changing your lifestyle

Employer benefits optimization

Choose the best options during employer open enrollment

Employer plans guidance

Maximize value from 401k, HSA, FSA, and more

HYSA and bond ladder planning

Invest in low risk assets

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RETIREMENT/GOAL PLANNING

Personalized retirement roadmap

Know exactly when and how you can stop working

401(k) consolidation

Simplify multiple retirement accounts into one strategy

IRA management

Optimize Roth, traditional IRA contributions

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Life modeling

Model marriage, kids, and home purchases in your plan

Income planning

Optimize Social Security, pensions, and annuity income planning

-

Withdrawal strategy

Draw retirement income in the most tax-efficient way

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Healthcare planning

Plan for medical and long-term care expenses

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College planning

Project 529 savings and future education costs

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INSURANCE PLANNING

Coverage analysis

Review life, disability, and liability protection

Employer insurance benefits

Optimize health, life, and workplace insurance choices

Outside-of-work insurance planning

Individual coverage on life, health, home and auto

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EQUITY COMPENSATION PLANNING

Grant optimization

Optimize RSUs, ISOs, and NSOs for taxes and timing

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Diversification strategy

Reduce stock concentration without unnecessary tax impact

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AMT analysis

Avoid surprise tax bills from option exercises

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QSBS Planning

Maximize startup stock tax exclusions

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10b5-1 plans

Set compliant trading plans for large equity holdings

-

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Secondary sale planning

Plan private stock sales and liquidity events

-

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Options trading strategy

Decide when to exercise, sell options for income generation and hedging

-

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ESTATE PLANNING

Estate plan guidance

Understand how your assets will transfer to loved ones

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Charitable giving strategies

Give more while reducing taxes and preserving wealth

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Inheritance planning

Tax-efficient wealth transfer across generations

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Plan review

Evaluate and improve existing estate documents

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Will creation

Create a legally valid last will and testament

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Trust creation

Set up a revocable living trust

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Legal directives

Create power of attorney and medical directives

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Guardianship

Nominate guardians for children and dependents

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REAL ESTATE PLANNING

Lending strategy

Optimize mortgages, leverage, and liquidity

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Property modeling

Understand rental cashflow and long-term returns

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Depreciation review

Maximize tax benefits from property depreciation

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Hold-sell analysis

Decide whether to keep or sell properties

-

-

Ownership planning

Choose the best legal and tax structure

-

-

Rental filings

Handle tax filing for rental properties

-

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SELF-EMPLOYMENT PLANNING

Retirement contributions

Maximize Solo 401k, SEP, and retirement savings

-

Entity structure

Choose the best business structure for taxes

-

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Business deductions

Identify and maximize business tax write-offs

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Exit planning

Plan for selling or transitioning your business

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Owner tax strategies

Advanced tax planning for LLC and S-Corp owners

-

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INTERNATIONAL PLANNING

Overseas relocation

Plan finances for moving or retiring outside the US

-

Cross-border tax filing

File seamlessly across countries - India, Canada, Singapore

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Foreign income

Optimize foreign income exclusions and credits

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-

Expat support

Get tax and planning support while working abroad

-

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ALTERNATIVE INVESTMENTS

Private investments

Evaluate startups, private equity, and alternative assets

-

-

Capital calls

Plan liquidity for fund capital calls

-

-

Deal evaluation

Assess risks and returns before committing capital

-

-

Ready to build your wealth?

Book your demo and free discovery session in under 2 minutes.
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What to expect from your session
Meet one of our advisors and product overview
Share your financial goals - no prep required
See how we can support your situation
If it's a fit, join happy flock of customers
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 bank 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! You can plan your finances together as a couple.
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)
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)
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)