Simple, Transparent Pricing

Plans That Scale With
Your Financial Goals

Choose the perfect plan for your needs. No hidden fees, no surprises — just powerful tools to grow your wealth.

14 Day
Free Trial
50K+
Active Users
98%
Satisfaction Rate
Monthly
Annual Save 20%
Starter
For individuals beginning their wealth journey
$ 29
per month
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What's Included
  • Smart budget tracking
  • Monthly financial reports
  • Basic investment tools
  • Debt payoff planner
  • Mobile app access
  • Email support
  • Personal financial advisor
  • Tax optimization
  • Retirement planning
  • Estate planning
Most Popular
Professional
For those actively growing and protecting wealth
$ 79
per month
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Everything in Starter, Plus
  • Dedicated financial advisor
  • Tax optimization strategies
  • Retirement planning tools
  • Investment portfolio management
  • Quarterly portfolio reviews
  • Priority phone & chat support
  • AI-powered market insights
  • Estate planning
  • Real estate advisory
  • Family office services
Elite
Full-service wealth management for high-net-worth
$ 199
per month
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Everything in Professional, Plus
  • Dedicated wealth management team
  • Comprehensive estate planning
  • Real estate acquisition advisory
  • Family office services
  • Trust & foundation setup
  • Philanthropy planning
  • 24/7 concierge support
  • Annual in-person strategy session
  • Cross-border wealth management
  • Custom reporting dashboard

Compare Plans in Detail

A side-by-side look at what each plan offers so you can make the right choice.

Features Starter Professional Elite
Budgeting & Tracking
Monthly Budget Planner
Expense Categorization
Cash Flow Analysis
Savings Goal Tracking
Custom Financial Reports
Investment Management
Portfolio Dashboard
AI Investment Recommendations
Robo-Advisor Portfolios
Human-Managed Portfolios
Alternative Investments
Tax & Retirement
Tax-Loss Harvesting
Tax Optimization Strategies
Retirement Account Planning
Estate & Trust Planning
Support & Services
Dedicated Financial Advisor
Wealth Management Team
Priority Phone Support
24/7 Concierge Support
Quarterly Portfolio Reviews
Annual In-Person Strategy

30-Day Money-Back Guarantee

Try any plan risk-free for 30 days. If you're not completely satisfied with the results, we'll refund your payment in full — no questions asked. We're confident you'll love WealthGuard.

Need a Custom Solution?

For families, businesses, or organizations with complex financial needs, we offer tailored solutions with dedicated teams and flexible pricing.

  • Custom pricing based on your needs
  • Multi-account management
  • White-label options available
  • API & integration support
  • Dedicated account manager
  • SLA guarantees
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Business Plans Available

We offer specialized packages for small businesses, startups, and corporations — including payroll optimization, SEP-IRA setup, and business acquisition financing.

Explore Business Plans

Pricing FAQs

Everything you need to know about our pricing and plans.

Yes! You can upgrade or downgrade your plan at any time from your account settings. When upgrading, you'll be charged the prorated difference for the remainder of your billing cycle. When downgrading, the change takes effect at the start of your next billing period.
After your trial, you'll be automatically billed for your selected plan. No action is required on your part. You can cancel anytime before the trial ends to avoid being charged. All your data and settings will be preserved for 30 days after cancellation.
Absolutely not. All our plans are month-to-month with no long-term contracts. You can cancel at any time without any penalties or hidden fees. We believe in earning your loyalty every single month through the value we deliver.
Yes! Switching to annual billing saves you 20% on all plans. For example, the Professional plan drops from $79/mo to $63/mo — saving you $192 per year. We also offer additional discounts for nonprofits, educators, and military personnel.
We accept all major credit and debit cards (Visa, Mastercard, American Express), PayPal, Apple Pay, Google Pay, and bank transfers for annual plans. Enterprise clients can also pay via invoice with NET-30 terms.
Security is our top priority. We use 256-bit AES encryption, SOC 2 Type II compliance, multi-factor authentication, and regular third-party security audits. Your data is never sold or shared with third parties. We also offer biometric login and device management through our mobile app.

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Financial Future Today

Join 50,000+ clients who trust WealthGuard. Begin your free 14-day trial now — no credit card required.

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