Pricing

One price per advisor. Everything included.

Foundry Planning

Per advisor

Every feature is included. No tiers and no upsell ladder.

$166/ mo / advisor

$1,990 per advisor, billed annually · 14 day trial · cancel anytime

By starting your trial, you agree to the Terms of Service and Privacy Policy and authorize the recurring charges described in the Subscription Terms.

Your 14 day free trial requires a card and automatically converts to a paid subscription at $1,990 per advisor per year (billed annually) unless you cancel before it ends. It then renews automatically until you cancel. Subscription Terms · Refunds.

Year by year, entity aware cash flow engine
Federal + 50 states + estate tax with drill down
Real time wills and beneficiary builder
1,000 path Monte Carlo on every plan
AI document import for statements, 1099s, and wills
Built in CRM, tasks, and client activity log
Unlimited clients per advisor
Branded reports + PDF export

AI document import

Included

Pull statements, tax returns, wills, and exports from your old planning software into a client profile. Included with every seat — no add on, no per import charge.

Reads brokerage statements, 1099s, wills, and fact finders
Takes a client’s first onboarding from hours to minutes
A clean transition path off eMoney or RightCapital

Prices in USD. The 14 day trial requires a card and converts to a paid subscription that renews automatically unless you cancel. Taxes and applicable fees are not included. See Subscription Terms and Refund Policy.

Build a plan on the call

Bring a real client. We’ll build their plan on the call.

A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints — redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.

Call duration

~30 min

Preparation

Zero

Cost

Free