Find the perfect fit for your financial goals
Basic Plan
$29/month $299/year
Carry Solo 401k, IRAs & Brokerage Accounts
Security and compliance monitoring
No AUM fees
30-day refund guarantee
Eligible business expense for your taxes
Most Popular
Pro Plan
$49/month $499/year
Everything included in the Basic Plan, plus:
Self-directed IRAs
Chat with financial planner
Custom financial plan
VIP Plan
$500-$1,500/month $6k-$18k/year
Everything included in the Pro Plan, plus:
Personalized planning with an expert to identify top tax-saving opportunities
Done-for-you execution to set up your business entity, payroll and bookkeeping
Tax filing for personal and business returns to ensure maximum savings
Compare Features
Basic Plan | Pro Plan | Carry VIP | |
|---|---|---|---|
| Price | $29/month or $299/year | $49/month or $499/year | $500-$1,500/month or $6K-$18K/year |
| Accounts & Investments | |||
| Carry Solo 401k | |||
| Traditional IRA | |||
| Roth IRA | |||
| Brokerage Account | |||
| Alternative Investing | |||
| Crypto Investing | |||
| Financial Planning | |||
| On-demand courses and training | |||
| Custom financial plan | |||
| Chat with financial advisor | |||
| No-fee investment management | |||
| Hands-on financial planning, execution, and investment advice | |||
| Sourcing, vetting, and executing on boutique accredited investments | |||
| Platform | |||
| Security and compliance monitoring | |||
| No AUM fees | |||