We put a lot of thought into how we consider core planning vs going solo vs other options. Every firm pricing decision we make runs through these following three filters:

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core planning does not profit from any portion of any collective add on service, but instead subsidizes a good part of these cost structures. The mission here is to make available the best tools at the best possible cost for an advisor.

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🔷 subscription center

• once you have at least one active subscription below, you may access and manage your subscriptions here:
• [ subscription center ]

Wealthbox

• Wealthbox is an excellent practice management tool, we are able to offer a discounted group rate. The following rate is per user per month.
• $40 per month ($75 retail)
• Bank ACH preferred but card accepted
• [ subscribe here ]

Communications Platform

• We’ve partnered with Open Phone to provide a secure, monitored communication platform. This system allows for: