Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Luminary pricing
Short answer: Luminary doesn't publish prices on its website (checked October 27, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Luminary plans and prices
| Plan | Price | Note |
|---|---|---|
| Luminary Go | Contact vendor | AI document summaries with citations, balance sheets, diagrams, strategy comparisons |
| Luminary Pro | Contact vendor | adds hypothetical scenario modeling, tax simulations and custom growth rates |
| Luminary Enterprise | Contact vendor | custom integrations, enhanced permissions, white-glove onboarding |
Prices as of October 27, 2026, in USD, as listed on Luminary's pricing page. Vendors change prices often; confirm before you buy.
- Luminary says pricing depends on factors specific to your team and quotes through a custom proposal; no prices are published.
- Luminary says its customers typically serve HNW and UHNW clients with net worth from $5 million to over $1 billion.
Questions to ask for a quote
- Ask which features are in Go vs. Pro before you buy.
- Confirm how attorneys, CPAs and trustees are invited and what each can see.
- Luminary doesn't draft documents; pair it with your estate attorney or a document-creation tool.
Luminary pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Luminary | Contact vendor | None listed | Pricing details |
| Vanilla | Contact vendor | None listed | Pricing details |
| Wealth.com | Contact vendor | None listed | Pricing details |
| Trust & Will | Free; paid from $2,500/yr | Free advisor plan; clients pay for their own estate plan at a 10% discount. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
| YourStake | From $600/seat/yr | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Luminary review · Luminary alternatives · Best tax return and document analysis tools
Get a Luminary demo
Tell us a little about your firm and we'll pass your request to Luminary's team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Luminary cost?
Luminary doesn't list prices publicly. Contact the vendor for a quote.
Does Luminary have a free plan or trial?
Luminary's pricing page doesn't list a free plan or trial as of October 27, 2026. Ask the vendor about demos or pilots.
What should I ask Luminary about pricing?
Ask which features are in Go vs. Pro before you buy. Confirm how attorneys, CPAs and trustees are invited and what each can see. Luminary doesn't draft documents; pair it with your estate attorney or a document-creation tool.