Pricing
Boldin pricing
As boldin.com lists them, read 15 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | Personalized plan · what-if scenarios · limited Boldin AI | Free |
| PlannerPlus | annual · Unlimited Boldin AI · advanced scenario modeling · Roth conversion explorer · Monte Carlo · tax projections · account linking | $168 a year |
| Boldin Advisors | flat fee · CFP professional retirement-plan checkup · written action plan · portfolio analysis · withdrawal and Roth-conversion recommendations | $3,200, paid once |
From help.boldin.com, boldin.com.