Pick the plan that fits your household.
Free forever. Upgrade for sharing, deeper reports, and advisor tools.
For individuals & households
Free
For getting your bearings.
- Up to 2 manual accounts
- 1 primary goal
- 12 months of history
- Basic dashboard & categories
- Single user
Household Plus
PopularFor couples and families.
- Everything in Free
- Unlimited accounts & goals
- Zero-based budgeting + rollovers
- Household sharing (up to 2 members)
- Subscription tracking
- Sandbox integrations
- PDF + Excel reports
Pro
For power users.
- Everything in Plus
- Households > 2 members
- Investment fee analyzer
- Advanced reports + tax summary
- Priority support
Family
For multi-generation households.
- Everything in Pro
- Up to 6 household members
- Teen & kid sub-accounts with allowances
- One shared advisor collaboration seat
- Concierge onboarding & data migration
Compare plans
| Feature | Free | Household Plus | Pro | Family |
|---|---|---|---|---|
| Price | $0 | $9.99/month | $19.99/month | $24.99/month |
| Manual accounts | ||||
| Unlimited accounts | — | |||
| Zero-based budgeting | — | |||
| Household sharing | — | 2 members | Unlimited | Unlimited |
| Subscription tracking | — | |||
| Advanced reports | — | — | ||
| Investment fee analyzer | — | — | ||
| Priority support | — | — |
Changes take effect immediately. Mid-cycle upgrades are prorated; downgrades and cancellations apply at the end of the current billing period.
For Advisors
Separate plans for verified professionals listed in the Advisor Marketplace. Advisors are not platform users by default — enable the "Use as a user" toggle on your advisor account to also manage your own household here.
Starter
Verified listing with the essentials.
14-day free trial · cancel anytime
- Public profile with verified badges
- Up to 3 specialty tags
- Inquiry inbox
- Standard search placement
Growth
Most popularMore reach and visibility for an established practice.
14-day free trial · cancel anytime
- Everything in Starter
- Up to 8 specialty tags
- Profile analytics (views, inquiries)
- Higher placement in search
Premier
Featured placement and priority handling.
14-day free trial · cancel anytime
- Everything in Growth
- Featured placement on the directory
- Unlimited specialty tags
- Priority human review
Adds a personal user account alongside your advisor profile during signup. You can change this later in your advisor account.
Advisors are not platform users
An Advisor subscription only powers your Marketplace listing and advisor portal. To budget your own household on Coinpath, enable the "Use as a user" toggle in your advisor account — that adds a separate user subscription.
Changes take effect immediately. Mid-cycle upgrades are prorated; downgrades and cancellations apply at the end of the current billing period.
Advisor add-ons
Bolt extra capacity onto any advisor plan. Add-ons bill monthly alongside your subscription and can be cancelled at any time.
Extra advisor seat
$29/seat/month
Add a paraplanner or associate advisor to your practice with their own login and inquiry access.
Requires Starter or higher
Lead Boost
$99/month
Featured placement in one specialty category plus priority ranking in matching searches.
Requires Growth or higher
AI Client Planning Pack
$49/month
25 AI-generated client plans per month, branded and exportable to PDF.
Requires Starter or higher
White-label reports
$39/month
Replace Coinpath branding with your firm's logo and colors on client-facing reports.
Requires Growth or higher
Add-ons are prorated when added mid-cycle and stop at the end of the current period when removed.
Compare Advisor plans
| Feature | Starter | Growth | Premier |
|---|---|---|---|
| Price | $59/month | $149/month | $349/month |
| Free trial | 14 days | 14 days | 14 days |
| Verified public profile | |||
| Specialty tags | Up to 3 | Up to 8 | Unlimited |
| Inquiry inbox & messaging | |||
| Directory search placement | Standard | Boosted | Top of category |
| Profile analytics (views, inquiries) | |||
| Featured placement on directory home | |||
| Secure document sharing with clients | |||
| Priority human review & re-verification | |||
| Support response time | Standard | Priority email | Priority + Slack |
Changes take effect immediately. Mid-cycle upgrades are prorated; downgrades and cancellations apply at the end of the current billing period.