Pricing

Moneytree pricing

As moneytree.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Plan	Billed and limits	Price
Essential	per user/ per year · Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry	$1,195 a year
Elite	per user/ per year · Everything in Essential · cash-flow planning · business ownership and rental real estate analysis · advanced estate planning · Roth conversion calculator · tax strategies and options · audit trail · customizable withdrawal order	$2,195 a year
Enterprise	Contact Us · Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem	On request