SIMPLE PRICING
Choose your plan
Individual or Household. No hidden fees. Cancel anytime.
Individual
or $180/year — two months free
Start with a 21-day free trial
- 25,000-trial Monte Carlo retirement simulation
- State income tax modeling — all 51 jurisdictions
- Complete wealth foundation score — 8 dimensions
- AI Investment Coach with full portfolio context
- Legacy Vault and complete legacy planning suite
- 25 life event action plans
- Stock and ETF research scanners
- Unlimited portfolios and goals
- SnapTrade brokerage sync — read-only, secure
- PDF export and saved scenarios
21 days free · Card required · Cancel anytime
Household
or $240/year — two months free
Start with a 21-day free trial
- Everything in Individual
- Full Co-Planner access for your partner
- My Plan / Partner’s Plan account switcher
- Combined household net worth with liabilities
- Household Wealth Foundation Score
- Shared retirement planning with dual Monte Carlo
- Combined portfolio view across both partners
- Household AI Coach — full context for both plans
- Tax strategy and Roth conversion for both partners
- Legacy Vault release by Co-Planner
- Life event workflows — marriage, divorce, widowed
- Auto family group setup during onboarding
Covers primary account + one Co-Planner
Start Free Trial21 days free · Card required · Cancel anytime
Plan comparison
| Feature | Individual | Household |
|---|---|---|
| Price (monthly) | $20/month | $25/month |
| Price (annual) | $180/year | $240/year |
| Users covered | 1 | Primary + 1 Co-Planner |
| Portfolios | Unlimited | Unlimited |
| Retirement planner | ||
| Tax journey | ||
| Legacy planning | ||
| AI Coach | Household context | |
| Co-Planner access | ||
| Account switcher | ||
| Combined net worth | ||
| Household Foundation Score | ||
| Shared goals | ||
| Legacy Vault release | ||
| Life event workflows | ||
| Auto partner invite |
Common questions
What does recommendation-only mean?
Arthavita never executes trades, moves money, or takes any action in your brokerage accounts. We analyze, recommend, and plan. Every financial decision stays entirely with you.
How does the free trial work?
You get full access to Arthavita for 21 days. We require a card upfront so your transition to a paid plan is seamless — you won't be charged until day 22. Cancel anytime before then with no charge.
Can I cancel anytime?
Yes. Cancel from Settings at any time. There are no cancellation fees and no minimum commitment.
Is my financial data secure?
All sensitive financial fields are encrypted with AES-256-GCM. Brokerage connections are read-only via SnapTrade — we can never move your money. We hold an A rating on securityheaders.com.
Ready to take control of your financial future?
Start your 21-day free trial today.
Start your free trialNo charge until day 22. Cancel anytime.