Elements pricing
Self-serve pricing
Simple pricing for advisor firms.
Start free with up to 5 clients. Upgrade to Core or Pro for unlimited clients.
Choose the plan that fits your firm.
0–5 clients
$0/mo
Free up to 5 clients
For firms just getting started in Elements.
Get started
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Unlimited clients
$149/mo
Self-serve price
- Planning and monitoring workflows
- Financial health tracking
- Client-facing reporting and dashboards
Unlimited clients
$299/mo
Self-serve price
- Account aggregation (Plaid, MorningStar)
- AI features
- Messaging
- Mobile tools
All plans are month-to-month. No annual contract.
Optional Support User Seat: $50/month. For non-advisor team members who support advisors with client setup, data entry, and administrative service work.
What advisor firms get with Elements.
Elements gives firms a simpler way to monitor client financial health and turn planning into ongoing conversations.
Get started quickly
Self-serve onboarding and practical training help your firm get moving.
Keep improving
Get live and on-demand training plus earlier access to new integrations.
Stay flexible
Use month-to-month plans with no annual contract.
Built for fee-only, advice-first firms.
"IMO the best thing about Elements is that it works with existing clients JUST AS WELL as it will work with people who don’t get access to financial planning in the current market."Scott Frank, CFA, CFP®