pricing

Planning that fits how you live

Monthly

Yearly save up to 17%

Essential

Core planning access if you want a clear financial plan without a sales pitch.

$49

/ month

included

Monthly planning briefing
Full planning and education library
Goal and cash flow planning
Asset allocation and risk review
Email support within one business day

Get started

Advisory

For households that want an ongoing advisor relationship and deeper portfolio work.

$149

/ month

included

Monthly planning briefing
Everything in Essential, plus retirement income planning
Tax-aware portfolio design
Quarterly review meetings
Priority email support

Get started

Private Client

Comprehensive planning for business owners, complex balance sheets, and multi-generational families.

$299

/ month

included

Monthly planning briefing
Everything in Advisory, plus estate and legacy planning
Business owner and equity comp planning
Coordination with your CPA and attorney
Dedicated advisor contact

Get started

Essential

Core planning access if you want a clear financial plan without a sales pitch.

$490

/ year

included

Monthly planning briefing
Full planning and education library
Goal and cash flow planning
Asset allocation and risk review
Email support within one business day

Get started

Advisory

For households that want an ongoing advisor relationship and deeper portfolio work.

$1,490

/ year

included

Monthly planning briefing
Everything in Essential, plus retirement income planning
Tax-aware portfolio design
Quarterly review meetings
Priority email support

Get started

Private Client

Comprehensive planning for business owners, complex balance sheets, and multi-generational families.

$2,990

/ year

included

Monthly planning briefing
Everything in Advisory, plus estate and legacy planning
Business owner and equity comp planning
Coordination with your CPA and attorney
Dedicated advisor contact

Get started

Security

Clear plans for working together

Transparent Pricing

No hidden fees. Plan pricing shows exactly what the relationship includes before you start.

Flexible access

Start with Essential and move to Advisory or Private Client as your situation gets more complex.

Predictable flat fee

Monthly or annual billing with a defined scope of work, so you always know what your plan includes.

Help Center

Questions about working together

What does Archers Wealth do?

Financial planning, retirement income design, and investment guidance for individuals and families building long-term wealth.

What plans are available?

Essential, Advisory, and Private Client. Each plan adds deeper planning work, more frequent reviews, and broader coordination.

Can I switch plans later?

Yes. Email support@archerswealth.com to change your plan or billing cycle anytime.

Do you work with couples and families?

Advisory includes shared access for spouses. Private Client adds family members and coordination with your other advisors. Email us to set yours up.

Does Archers Wealth sell products?

No. We are independently owned and paid a flat fee, so recommendations follow your plan rather than a product quota.

How do I cancel my plan?

Email support@archerswealth.com or call (888) 791-3363. We process cancellations within one business day.

How can I contact support?

Email support@archerswealth.com or call (888) 791-3363. Expect a reply within one business day.

How can I contact billing support?

Same inbox: support@archerswealth.com or (888) 791-3363. Billing replies within one business day.

What are your support hours?

Monday through Friday, 9:00 AM to 6:00 PM Eastern Time, excluding U.S. market holidays.

How do I update payment details?

Email support with your account email. We'll send a secure link to update your card.

Can I get an invoice for my business?

Yes for Private Client. Email support@archerswealth.com with your billing contact.

Where is Archers Wealth located?

277 Park Ave, New York, NY 10172.

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Planning that fits how you live

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