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.
YourStake pricing
Short answer: Per YourStake's pricing page (checked October 22, 2026): From $600/seat/yr. All 7 listed plans and options are below.
YourStake plans and prices
| Plan | Price | Note |
|---|---|---|
| AdvisorCore Starter | $600/seat/year | 200 usage credits per seat per year |
| AdvisorCore Core | $1,000/seat/year | 500 credits |
| AdvisorCore Pro | $3,000/seat/year | 2,000 credits |
| ValuesCore Explainer | From $999/seat/year or $99/seat/month | |
| ValuesCore Professional | From $2,999/seat/year or $299/seat/month | |
| ValuesCore Champion | From $4,999/seat/year or $499/seat/month | |
| ValuesCore Analyst Terminal | $9,999/seat/year or $999/seat/month |
Prices as of October 22, 2026, in USD, as listed on YourStake's pricing page. Vendors change prices often; confirm before you buy.
- All AdvisorCore plans include the Portfolio, Document and Meeting Assistants; tiers differ by usage credits.
What drives your YourStake bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some modules are sold in credit packs, so cost depends on how many documents you process.
- Annual billing or an annual term applies to some or all plans.
Before you buy
- Estimate credit use; heavy users may need Core or Pro.
- Check form templates for your custodian.
- Confirm how meeting recordings are retained.
YourStake pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| YourStake | From $600/seat/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Wealth.com | Contact vendor | None listed | Pricing details |
| Vanilla | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: YourStake review · YourStake alternatives · Best tax return and document analysis tools
Get a YourStake demo
Tell us a little about your firm and we'll pass your request to YourStake'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 YourStake cost?
AdvisorCore Starter: $600/seat/year; AdvisorCore Core: $1,000/seat/year; AdvisorCore Pro: $3,000/seat/year; ValuesCore Explainer: From $999/seat/year or $99/seat/month; ValuesCore Professional: From $2,999/seat/year or $299/seat/month; ValuesCore Champion: From $4,999/seat/year or $499/seat/month; ValuesCore Analyst Terminal: $9,999/seat/year or $999/seat/month. Prices as of October 22, 2026.
Does YourStake have a free plan or trial?
YourStake'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 YourStake about pricing?
Estimate credit use; heavy users may need Core or Pro. Check form templates for your custodian. Confirm how meeting recordings are retained.