Pricing

One price per advisor. AI Import is optional.

Foundry Planning

Per seat

Every feature is included. No tiers and no upsell ladder.

$166/ mo / advisor

$1,990 per advisor, billed annually · 14-day trial · cancel anytime

Start 14-day trial →
  • Year-by-year, entity-aware cash-flow engine
  • Federal + 19 states + estate tax with drill-down
  • Real-time wills and beneficiary builder
  • 1,000-path Monte Carlo on every plan
  • Unlimited clients per advisor
  • Branded reports + PDF export

AI Import

Optional · per firm

Pull statements, tax returns, wills, and exports from your old planning software into a client profile.

$99/ mo / firm

First 3 client onboardings free

Start trial with AI Import →
  • Migrate your three highest-value clients before paying
  • Priced per firm rather than per advisor seat
  • A transition path for eMoney or RightCapital users

Prices in USD. The 14-day trial requires a card and converts to a paid subscription unless you cancel. Taxes and applicable fees are not included.

Build a plan on the call

Bring a real client. We’ll build their plan on the call.

A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. The data goes in fast and we plan in front of you.

Call duration
~30 min
Preparation
Zero
Cost
Free
Demo requestFF-0352

We reply within one business day with a calendar link.