Pricing

Choose our AI financial assistant or work with a human CPA and CFP team.

Individual

$3,600/ yr

For W-2 earners.

  • Federal & state tax filing
  • Free Ultra software included
  • Full financial picture
  • Retirement & equity planning
  • Quarterly advisor access
Book a free consultation

Family

Most Popular
$4,800/ yr

For you and your spouse.

  • Filing for you and your spouse
  • Free Ultra software included
  • Everything in Individual
  • Joint & multi-state filing
  • Quarterly and ad hoc advisor access
Book a free consultation

Business

$12,000/ yr

For business owners.

  • Business and personal tax filing
  • Free Ultra software included
  • Everything in Family
  • Advanced equity & estate planning
  • Priority advisor access
Book a free consultation
30-day money-back guarantee

Compare advisor plans

A flat fee, not a variable percentage of your assets that grows as you do.

Advisor

Individual

$3,600/ yr

Book

Family

$4,800/ yr

Book

Business

$12,000/ yr

Book

Your team

Human CPA and CFP

Included
Included
Included

Advisor access

Quarterly
Quarterly and ad hoc
Priority

Free Ultra software included

Included
Included
Included

Tax filing, included

Federal and state filing

Included
Included
Included

Joint filing for you and your spouse

Not included
Included
Included

Multi-state filing

Not included
Included
Included

Business and personal filing

Not included
Not included
Included

Planning

Full financial picture

Included
Included
Included

Retirement and equity planning

Included
Included
Included

Advanced equity and estate planning

Not included
Not included
Included

Flat fee vs. percentage of assets

See what you would pay Nino's flat advisor fee versus one who charges a percentage of your assets every year. Drag your portfolio to compare.

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Frequently asked questions