Flat-fee CFP and CPA in one membership
One dedicated CPA and CFP team. One flat annual fee from $2,000. No AUM percentage.
A flat-fee CFP and CPA give you coordinated financial planning and tax work for one annual price, not a percentage of your portfolio. Nino starts at $2,000 a year for high earners with equity compensation and crypto, with a dedicated team and optional in-house filing.
$500 off through August 31 when you start a one-year membership. Every plan includes a 30-day money-back guarantee.
Who this is for
- High earners who are overpaying a 1% AUM fee relative to the advice they actually need
- People with equity, crypto, or multi-state taxes that a robo-advisor does not cover
- Households that want planning and tax preparation on the same team, under one membership
What you get
- A dedicated CFP and CPA coordinating investments (read-only), taxes, equity, cash, and real estate
- Year-round tax planning, with filing available as an add-on
- Flat pricing: Core $2,000, Plus $3,500, Ultra $6,000+, based on complexity, not account size
- No requirement to move assets; Nino manages no AUM
How it maps to Nino plans
Core ($2,000/yr) is for individuals building wealth who want tax and equity insights with quarterly advisor access. Plus ($3,500/yr) fits established professionals with equity and growing complexity. Ultra ($6,000+/yr) is for executives, founders, and high-net-worth families who need advanced equity, business tax, real estate, and estate coordination. Compare tiers on the pricing page.
Full plan details on pricing . Meet the CFP and CPA team , or compare Nino to other services.
Frequently asked questions
See if a flat fee fits
Book a free 25-minute demo. You'll leave with a clear read on where you stand and which plan tier matches your complexity. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
Book a demo See $500 off through August 31