Pricing · 2026
Moneytree pricing
3 plans on the record
Every plan
Essential
$1,195 a year
per user/ per year
Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry
Read 7 Oct 2026 · moneytree.com
Elite
$2,195 a year
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
Read 7 Oct 2026 · moneytree.com
Enterprise
Priced on request
Contact Us
Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem
Read 7 Oct 2026 · moneytree.com