Boldin pricing
5 plans read from boldin.com
BasicFree Free100+ inputs · 2 interactive explorers · 10+ charts · Boldin AI up to 5 questions per day Read 30 Sep 2026 · boldin.com
BasicFree Personalized plan · what-if scenarios · limited Boldin AI Read 15 Oct 2026 · help.boldin.com
PlannerPlus$144 a year $144 /yr; billed annually after your 14 day free trial250+ inputs · unlimited conversations (up to 200 questions per conversation) · account linking · Roth conversion explorer · tax projections · multiple scenarios · Monte Carlo analysis Read 30 Sep 2026 · boldin.com
PlannerPlus$168 a year annualUnlimited Boldin AI · advanced scenario modeling · Roth conversion explorer · Monte Carlo · tax projections · account linking Read 15 Oct 2026 · help.boldin.com
Boldin Advisors$3,200, paid once flat feeCFP professional retirement-plan checkup · written action plan · portfolio analysis · withdrawal and Roth-conversion recommendations Read 15 Oct 2026 · boldin.com
In short
- Boldin has a free plan (Basic).
- A free trial is offered.
- Paid plans published: 3, from $144 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| MaxiFi | $12.42/mo | No | Yes |
| ProjectionLab | $10.75/mo | Yes | Yes |
| driftcurve | — | Yes | No |
| Flexible Retirement Planner | — | Yes | No |
| Retirement Budget Calculator | $7.92/mo | Yes | No |
| Retireator | — | Yes | No |
| Covisum Income InSight | $116.67/mo | No | Yes |
| Income Lab | $80/mo | No | Yes |