WealthTrace Pricing in 2026
Every plan WealthTrace publishes, with the page and date we read it from. Prices we could not find on WealthTrace's own site are marked "Not published", never guessed.
| Plan | Price | Billing | Limits | Source |
|---|---|---|---|---|
| Individuals: Standard | $229 per year | $229/year | Unlimited use · Email support · Live chat support · Monte Carlo analysis · What-if scenarios · Link investment accounts · Expert one-on-one support available at add-on charge | mywealthtrace.com |
| Individuals: Deluxe | $289 per year | $289/year | Unlimited use · Email support · Live chat support · Priority support over Standard · Monte Carlo analysis · What-if scenarios · Link investment accounts · Historical investment data and performance · Roth conversion and asset allocation scenarios · Expert one-on-one support available at add-on charge | mywealthtrace.com |
| Advisor | $1,049 per year | $1,049/year or $315/quarter | Email and phone support · Client portal · Online fact finder · Model portfolios · Customized reports · Monte Carlo analysis · Link client accounts using Yodlee · What-if, asset allocation, and Roth conversion scenarios; add-on charges may apply | mywealthtrace.com |