Ellevest Plans Pricing
Ellevest offers wealth management and financial planning services with fee structures based on assets under management (AUM) for investment management clients, and flat-fee packages for standalone financial planning engagements. Following the February 2025 transfer of automated investing accounts to Betterment, Ellevest focuses exclusively on high-net-worth wealth management and financial planning services.
Ellevest Plans Pricing is the machine-readable pricing-plan profile for Ellevest on the APIs.io network, conforming to the API Commons Plans specification.
It defines 2 plans, with named plans including Wealth Management, Financial Planning.
Tagged areas include Financial Services, Wealth Management, Investing, Financial Planning, and Women Finance.
Plans
Full-service wealth management for individuals, families, and institutions. Includes personalized portfolio management, dedicated advisor team, retirement and estate planning, tax strategy coordination, annual reviews, and access to alternative investments. Requires a minimum of $500,000 in investable assets. Assets are custodied at Charles Schwab & Co.
Standalone financial planning engagements available as flat-fee packages. Suitable for clients who want expert guidance without discretionary investment management. Packages vary in scope and number of advisor sessions.