Simple, Transparent Pricing

Traditional financial advisors charge $2,000–$5,000 for a plan. NestBridge does it automatically — letting more of your money grow toward your retirement goals.

Feature
Basic
$0/ forever
No credit card required
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Premier
$10/month
$120 billed annually after a 14-day free trial
Start 14-day free trial
AI summarized insights
Financial projection
Monte Carlo analysis
What if analysis
Newsletter
Insights center
Customized insights
Scenario planning
Unlimited AI assistant
Assets monitoring
Low balance alert
Expense tracking and analysis
Budgeting tool
Withdrawal planning

The Real Cost Comparison

NestBridge vs. a traditional financial advisor

Most people pay thousands every year for advice that's already baked into NestBridge — free.

Traditional Advisor NestBridge
Financial plan (one-time) $2,500 – $5,000 Free
Hourly advice $150 – $400 / hr Included (AI)
AUM-based annual fee ~1% of assets / yr
($10,000/yr on $1M)		 $0 (no AUM fee)
Annual plan updates Quarterly meeting
(extra charge)		 Real-time, always
Monte Carlo simulation Rarely included Built in, always on

AUM fee estimate based on 1% industry average on a $1,000,000 portfolio. Hourly rates sourced from NAPFA member surveys.

Disclaimer

For educational purposes only. Not intended to provide legal, tax, investment, or financial planning advice.

NestBridge is not a financial advisor or financial planner. NestBridge is not a registered investment adviser, broker-dealer, or tax adviser, and is not licensed as a financial adviser or investment adviser in any state. All projections and outputs are estimates based on the information you provide — they are not guarantees of future results. Past performance is not indicative of future results.

ALL FUTURE PROJECTIONS ARE ESTIMATES ONLY. AS THE PROJECTION PERIOD INCREASES, SO DOES THE POSSIBLE MARGIN OF ERROR. Projections should be reviewed at least yearly and updated with current information.