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MoneyGuide pricing
Short answer: Per MoneyGuide's pricing page (checked October 21, 2026): From $175/advisor/mo. All 4 listed plans and options are below.
MoneyGuide plans and prices
| Plan | Price | Note |
|---|---|---|
| MoneyGuide | $2,000/advisor/year, or $175/month on an annual subscription | |
| Wealth Studios | $2,500/advisor/year, or $216.67/month on an annual subscription | |
| Platform (all-in-one) | $3,000/advisor/year, or $258.33/month on an annual subscription | |
| Add-ons | e.g. Dash $500/user/year, MyBlocks $600/user/year |
Prices as of October 21, 2026, in USD, as listed on MoneyGuide's pricing page. Vendors change prices often; confirm before you buy.
- List prices exclude applicable state or local taxes, per MoneyGuide.
What drives your MoneyGuide bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Annual billing or an annual term applies to some or all plans.
- Some features are paid add-ons rather than included.
Before you buy
- All plans are annual subscriptions.
- Add-ons are priced per user per year.
- Check for broker-dealer or enterprise pricing.
MoneyGuide pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: MoneyGuide review · MoneyGuide alternatives · Best financial planning software tools
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FAQ
How much does MoneyGuide cost?
MoneyGuide: $2,000/advisor/year, or $175/month on an annual subscription; Wealth Studios: $2,500/advisor/year, or $216.67/month on an annual subscription; Platform (all-in-one): $3,000/advisor/year, or $258.33/month on an annual subscription; Add-ons: e.g. Dash $500/user/year, MyBlocks $600/user/year. Prices as of October 21, 2026.
Does MoneyGuide have a free plan or trial?
MoneyGuide's pricing page doesn't list a free plan or trial as of October 21, 2026. Ask the vendor about demos or pilots.
What should I ask MoneyGuide about pricing?
All plans are annual subscriptions. Add-ons are priced per user per year. Check for broker-dealer or enterprise pricing.