WealthTrace pricing
3 plans read from mywealthtrace.com
Individuals: Standard$229 a year $229/yearUnlimited use · Email support · Live chat support · Monte Carlo analysis · What-if scenarios · Link investment accounts · Expert one-on-one support available at add-on charge Read 9 Oct 2026 · mywealthtrace.com
Individuals: Deluxe$289 a year $289/yearUnlimited use · Email support · Live chat support · Priority support over Standard · Monte Carlo analysis · What-if scenarios · Link investment accounts · Historical investment data and performance · Roth conversion and asset allocation scenarios · Expert one-on-one support available at add-on charge Read 9 Oct 2026 · mywealthtrace.com
Advisor$1,049 a year $1,049/year or $315/quarterEmail and phone support · Client portal · Online fact finder · Model portfolios · Customized reports · Monte Carlo analysis · Link client accounts using Yodlee · What-if, asset allocation, and Roth conversion scenarios; add-on charges may apply Read 9 Oct 2026 · mywealthtrace.com
In short
- WealthTrace lists no free plan.
- A free trial is offered.
- Paid plans published: 3, from $229 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Betterment | $0.05/mo | Yes | No |
| Boldin | $12/mo | Yes | Yes |
| FE CashCalc | £80/mo | Yes | Yes |
| MaxiFi | $12.42/mo | No | Yes |
| MoneyGuide | $10.42/mo | No | Yes |
| myprosperity | A$14.95/mo | Yes | No |
| ProjectionLab | $10.75/mo | Yes | Yes |
| Conquest | — | Yes | Yes |