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

Best for business owners earning $200k+ in profit annually. Limited spots, by application only.

Compare Features

Basic Plan

Pro Plan

Carry VIP

or $299/year
or $499/year
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
Security and compliance monitoring
No AUM fees