Ellevest
AutomatedWomen-focused wealth management and financial planning firm charging AUM-based fees starting at 0.35% with a $500K minimum.
Ellevest has 3 plans: paid plans from $1. The last price change we recorded was on 4 August 2026.
Ellevest plans and prices
Financial Planning Only
yearly$400/mo
billed annually · $4,800/yr
- Standalone financial planning without managed portfolio
- Personalized financial plan
- Flexible payment schedule (monthly, quarterly, semi-annually, annually)
- Fiduciary advisors
Personal Wealth Management
usage based$1.25
1.25% AUM/yr
- monthly$1.25/mo(1.25% of assets under management)
- usage based$1.25(1.25% AUM/yr)
- Minimum $500,000 investment
- Portfolio management and financial planning
- Values-aligned investing
- Tax optimization
- Holistic total portfolio approach
Private Wealth Management
usage based$1
1.00% AUM/yr
- monthly$1/mo(1% of assets under management)
- usage based$1(1.00% AUM/yr)
- Personalized financial roadmap to help you protect your wealth and reach your goals
- Strategic portfolio management tailored to your needs
- A team with decades of experience navigating complex markets and financial decisions
- Holistic, total portfolio approach
- Select private investments and tax-efficient investing strategies
- Every financial plan and investment recommendation is made to benefit you
Price history
Last 1 recorded changes
$3,600→$4,800(+33.3%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Financial Planning Only | Increase | $3,600 | $4,800 | +33.3% |
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