Pricing
Solo Advisor, Small Practice, RIA Team — anchored to seats, compliance workflow, and which integrations you need. The exact figure is faster to get to in a 20-minute walkthrough than on a price sheet, and it usually saves a hire.
Three tiers
Numbers below are placeholders — final pricing comes out of the walkthrough, where we look at your seat count, your custodian, and which integrations your CCO actually uses. Most advisors land in Practice.
For the independent practitioner who wants the loop running quietly.
Final pricing in your walkthrough — depends on your custodian and seat count.
Single advisor
Two to five advisors. Shared inbox, role-based archive access.
Final pricing in your walkthrough — depends on your custodian and seat count.
Up to 5 advisors
Multi-advisor RIAs with a compliance officer. Custom onboarding.
Final pricing in your walkthrough — depends on your custodian and seat count.
Unlimited seats
Prices listed in USD. EU + Canadian advisors billed in USD. Tax added where required.
In every plan
Every WealthNavigator plan ships with the archive, the auth posture, and the booking workflow. Tiering is about seats, sync, and onboarding — not about whether your CCO can do their job.
Why we price this way
A practice runs on relationships, not seats. We price for the relationships you can actually carry — and we'd rather under-sell you and have you renew than oversell you and have you churn.
Side by side
A practical view of where the line falls. Most advisors land in Practice; RIAs with a CCO and a custodian-mandated DLP usually need RIA Team.
| Feature | Solo | Practice | RIA Team |
|---|---|---|---|
| Outreach | |||
| LinkedIn outreach (assisted) | |||
| Cold email sequences | |||
| Multi-channel sequences | 5 active | 20 active | Unlimited |
| Per-advisor sending limits | Soft | Custom | Custom |
| CRM + LIA assistant | |||
| CRM with shared inbox | |||
| LIA reply drafts | |||
| Voice training (per advisor) | |||
| Snippet library (shared) | — | ||
| Wealthbox / Redtail sync | Read-only | ||
| Salesforce Financial Services Cloud | — | — | |
| Compliance | |||
| Tamper-evident archive | |||
| CCO approval workflow | — | ||
| Audit log export (CSV) | Quarterly | Monthly | On demand |
| Direct compliance contact | — | — | |
| Custom retention windows | — | — | |
| Identity + access | |||
| WorkOS sign-in | |||
| SAML SSO | — | Add-on | |
| SCIM provisioning | — | — | |
| Role-based archive access | — | ||
| Onboarding + support | |||
| Self-serve onboarding | |||
| Live onboarding session | — | 1 hour | Multi-session |
| Quarterly business review | — | — | |
| Support response target | 24 h | 8 h | 4 h |
Pricing FAQ
Yes. Monthly plans cancel at the end of the current billing cycle, no penalty. Annual plans cancel at the end of the term — we will export your archive and CRM data on the way out at no cost.
We don't run a self-serve trial because the value shows up after we configure your archive, your custodian sync, and LIA's voice training. Instead, the 20-minute walkthrough demos a working environment against your LinkedIn, and we offer a 30-day pilot with a money-back exit if it's not a fit.
Monthly billing has no minimum term. Annual billing is a 12-month commitment with two months of credit baked into the price. RIA Team plans default to annual; we will discuss multi-year terms if procurement requires them.
No setup fee on Solo. Practice includes a one-hour live onboarding session in the price. RIA Team includes multi-session onboarding (admin, advisor cohort, CCO walkthrough) and migration of existing CRM notes — also included.
Credit card and ACH. Annual RIA Team contracts can be invoiced with NET-30 terms. We do not accept cryptocurrency or wire transfers from non-US institutions.
Practice and RIA Team prices already include multi-seat economics; the per-advisor cost drops as your seat count grows. RIAs over 25 advisors usually need a custom quote anyway, so we just price the whole engagement during the walkthrough.
Yes. We have signed addenda with several IBDs and B/Ds. Send us the master agreement plus your home office contact during the walkthrough and we will route the paperwork. Pricing for advisors under a B/D master typically lands inside Practice or RIA Team.
You upgrade. We pro-rate the difference for the remainder of the term and roll the new tier into your renewal. We never force a mid-cycle re-paper just because you added a junior advisor.
Yes, at the end of the term. We don't strand you in a tier that no longer fits — but we also don't pull features mid-cycle, so any downgrade applies on renewal. Your archive and CRM data move down with you.
US sales tax is added where required by state nexus rules. International advisors (Canada, UK) are billed in USD; local VAT is the customer's responsibility unless we have a registered presence in that jurisdiction.
The 30-day pilot is fully refundable. After that, monthly cancellations stop future charges but past months are not refunded. Annual plans are refundable on a pro-rated basis only if we materially fail to deliver a contracted feature.
You can get a written range. The exact figure depends on your custodian, your seat count, and your CCO's archive requirements — the walkthrough is genuinely the fastest way to a real number, not a pricing dance.
Book a walkthrough
Bring your custodian, your seat count, and one compliance question. We'll bring a working environment and a written quote.
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