Pricing · 2026
Boldin pricing
3 plans on the record · a free plan · a free trial
Every plan
Basic
Free
Personalized plan · what-if scenarios · limited Boldin AI
Read 15 Oct 2026 · help.boldin.com
PlannerPlus
$168 a year
annual
Unlimited Boldin AI · advanced scenario modeling · Roth conversion explorer · Monte Carlo · tax projections · account linking
Read 15 Oct 2026 · help.boldin.com
Boldin Advisors
$3,200 one-time
flat fee
CFP professional retirement-plan checkup · written action plan · portfolio analysis · withdrawal and Roth-conversion recommendations
Read 15 Oct 2026 · boldin.com