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Wealth.com pricing
Short answer: Wealth.com doesn't publish prices on its website (checked October 22, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Wealth.com plans and prices
Contact vendor. Wealth.com doesn't publish prices on its website, so pricing is by quote.
Prices as of October 22, 2026, in USD, as listed on Wealth.com's pricing page. Vendors change prices often; confirm before you buy.
- Wealth.com says it sells annual contracts, paid in full or quarterly, priced by advisor seat with volume discounts. It lists Estate Planning, Tax Planning and combined estate-and-tax plans but publishes no prices.
- The vendor says licenses carry no per-client or per-document fees and include onboarding, implementation and standard integrations.
Questions to ask for a quote
- Annual contract; ask about seat minimums and volume pricing.
- Confirm how the attorney-review workflow fits your firm's unauthorized-practice-of-law policy.
- Check integrations with your CRM and planning software.
Wealth.com pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Wealth.com | Contact vendor | None listed | Pricing details |
| Vanilla | 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: Wealth.com review · Wealth.com alternatives · Best tax return and document analysis tools
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FAQ
How much does Wealth.com cost?
Wealth.com doesn't list prices publicly. Contact the vendor for a quote.
Does Wealth.com have a free plan or trial?
Wealth.com's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask Wealth.com about pricing?
Annual contract; ask about seat minimums and volume pricing. Confirm how the attorney-review workflow fits your firm's unauthorized-practice-of-law policy. Check integrations with your CRM and planning software.