Wealthfront · Pricing Plans

Plans

Name: Plans
Creator: Wealthfront
Keywords: Finance, Investment, Portfolio Management, Tax Optimization, Robo-Advisor, Wealth Management, Cash Management, Direct Indexing, Financial Planning, FinTech

Pricing plans and fee structure for Wealthfront investment and cash management services.

Plans is the machine-readable pricing-plan profile for Wealthfront on the APIs.io network, conforming to the API Commons Plans specification.

It defines 6 plans, with named plans including Automated Investing Account, US Direct Indexing, Smart Beta, Stock Investing Account, Cash Account, and 1 more.

Tagged areas include Finance, Investment, Portfolio Management, Tax Optimization, and Robo-Advisor.

6 Plans

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FinanceInvestmentPortfolio ManagementTax OptimizationRobo-AdvisorWealth ManagementCash ManagementDirect IndexingFinancial PlanningFinTech

Plans

Automated Investing Account

Robo-advisor service with automated portfolio management, tax-loss harvesting, and rebalancing.

US Direct Indexing

Stock-level tax-loss harvesting replacing US equity ETFs with up to 1,001 individual S&P 1500 stocks.

Smart Beta

Factor-weighted portfolio strategy for enhanced returns with tax-loss harvesting.

Stock Investing Account

Self-directed investing with no advisory fees, fractional shares, and pre-built collections.

Cash Account

High-yield cash management account with FDIC insurance up to $8M and banking features.

529 College Savings Plan

Tax-advantaged college savings account managed with automated investing strategies.