our pricing

Simple. Transparent. Choices.

Working with a financial advisor shouldn't be complicated

Boundless Launch

Delegated investment management. Basic financial planning guidance. DIY tools to improve your financial health.

$99 /month
No investment minimums
Get Started
Annual 1:1 Financial Health Checkup
Guided onboarding to organize your financial life

On demand email and messaging to your advisor

Weekly email investing and financial insights

Delegated investment management (optional: 0.50%)

Exclusive financial education content

Approved provider directory

Virtual office hours

Boundless Wealth

Unlimited financial planning and coaching guidance. 100% more proactive accountability from your advisor.  

$299 /month
No investment minimums
Get Started

Everything in Boundless Launch +

Quarterly financial planning deep dive (extra sessions)
Unlimited access to your financial advisor
Proactive Personalized Accountability
Guided Budgeting and Cash Flow Tracking
In-Depth Retirement Planning
In-Depth Estate & Trust
In-Depth Insurance & Risk Management
Delegated investment management (optional: 0.50%)