Pricing

No investment minimums.

No commissions or sales.

No hidden fees.


Financial Planning Services

Wealth Builder

$500* upfront

$199*/ month

*Fees based on complexity

Designed for:

Young professionals

Recent grads

New investors

Wealth Management

$1,000* upfront

$349*/ month

*Fees based on complexity

Designed for:

Tech workers

Small Businesses

Rental owners


Investment Advisory Services

$0.50% AUM Fee

Includes:

Low-Cost ETFs

Tax-Loss Harvesting

Goal-Based Allocations

Fee Examples:

InvestmentsMonthly FeeAnnual Fee
$10,000$4*$50*
$1,000,000$417*$5,000*
*Excludes Betterment platform fee of 0.14%

Tax Preparation Services

$250 for Singles

$350 for Couples

Additional Fees:

$100Schedule D Reconciliation
$100Additional State return
$100per Schedule C, E, or H
$100FinCEN 114 (FBAR)
$250/ hourIRS Representation
$250/ hourBusiness Tax Returns
$250/ hourMarried Filing Separately
$250/ hourTax Planning

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