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Plans & Pricing

We use a simple, flat-fee structure—no commissions, no hidden costs, and no incentives to push products. Just clear, predictable pricing designed to keep the focus on your long-term success.

  • Comprehensive Plan

    150$
    Every month
    Perfect for IRA, 401k, retirement plan investors. Self directed & beginning investors.
    Valid for 12 months
    • Annual Reviews
    • Online adviser support
    • Magpie AI

  • Professional Plan

    250$
    Every month
    Perfect for professional partnership members, Investors with more complex needs,
    Valid for 12 months
    • Comprehensive Plan features
    • Personal Licensed Investment Adviser

  • One Time Review

    250$
     
    Perfect for investors just getting started, experiencing a life changing event.
    Valid for 12 months
    • Not sure how to start?
    • Video Conference with licensed investment adviser.
    • Eliminate costly mistakes
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