WealthTrace pricing

3 plans on the record · a free trial

Every plan

Individuals: Standard

$229 a year

$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

Read 9 Oct 2026 · mywealthtrace.com

Individuals: Deluxe

$289 a year

$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

Read 9 Oct 2026 · mywealthtrace.com

Advisor

$1,049 a year

$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

Read 9 Oct 2026 · mywealthtrace.com