Pricing
WealthTrace pricing
As mywealthtrace.com lists them, read 9 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| Advisor | $1,049/year or $315/quarter · Email 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 | $1,049 a year |
| Individuals: Standard | $229/year · Unlimited 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 | $229 a year |
| Individuals: Deluxe | $289/year · Unlimited 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 | $289 a year |
From mywealthtrace.com.