Boldin Pricing in 2026
3 plans, paid from $168, and a free plan.
Basic
Free
Personalized plan · what-if scenarios · limited Boldin AI
PlannerPlus
$168/yr
Billed annual
Unlimited Boldin AI · advanced scenario modeling · Roth conversion explorer · Monte Carlo · tax projections · account linking
Boldin Advisors
$3,200 once
Billed flat fee
CFP professional retirement-plan checkup · written action plan · portfolio analysis · withdrawal and Roth-conversion recommendations
Free plan · paid from $144/yr · 14-day trial Read from Boldin's pricing page on 15 Oct 2026.
What the alternatives cost
| Product | Free | Paid from |
|---|---|---|
| MaxiFi | Free trial | $149 |
| ProjectionLab | Free plan | $129 |
| Flexible Retirement Planner | Free plan | — |
| RetireePlan | Free plan | — |
| driftcurve | Free plan | — |
| RetireSecure | Free plan | — |