Simple, flat-fee pricing
One flat annual fee for a dedicated CPA and CFP. Never a percentage of your assets, backed by a 30-day money-back guarantee.
Core
$2,000/ year
Add tax filing +$1,000
For individuals building wealth.
What's included
- Modern tax and financial insights on day 1
- Basic tax strategies
- Equity optimization and planning
- Retirement forecasting and planning
- Crypto ready with CoinTracker integration
- Quarterly advisor access
30-day money-back guarantee
Most popular
Plus
$3,500/ year
Add filing, starting at +$1,500
For established professionals with equity and growing complexity.
What's included
- Everything in Core, plus:
- Family access for you and your partner
- Tax guidance for stock options and equity
- Financial advice for large life decisions like retiring or buying a home
- Taxes across multiple states
- Year-round proactive tax projections
30-day money-back guarantee
Ultra
$6,000+/ year
Add filing, starting at +$2,000
For executives, founders and high-net-worth families.
What's included
- Everything in Plus, plus:
- Complex tax planning for business and self-employment income
- Advanced stock-option and equity strategies
- Real estate planning
- Estate coordination and legacy planning
- Charitable giving optimization
- Priority advisor access with faster response times
30-day money-back guarantee
Flat fee vs. a percentage of your assets
A percentage-of-assets advisor charges more every year your portfolio grows. A flat fee doesn't.
$500K portfolio
- Advisor at 1% of assets a year
- $5,000 / year
- Nino (flat fee)
- $2,000 to $6,000 / year
$1M portfolio
- Advisor at 1% of assets a year
- $10,000 / year
- Nino (flat fee)
- $2,000 to $6,000 / year
$2.5M portfolio
- Advisor at 1% of assets a year
- $25,000 / year
- Nino (flat fee)
- $2,000 to $6,000 / year
Nino's fee is set by the complexity of your finances, not the size of your balance, so it stays the same as you save. Confirm current pricing on each company's site before deciding.