Ellevest · Pricing Plans

Ellevest Plans Pricing

Ellevest offers wealth management and financial planning services with fee structures based on assets under management (AUM) for investment management clients, and flat-fee packages for standalone financial planning engagements. Following the February 2025 transfer of automated investing accounts to Betterment, Ellevest focuses exclusively on high-net-worth wealth management and financial planning services.

Ellevest Plans Pricing is the pricing profile for Ellevest on the APIs.io network.

It defines 2 plans, with named plans including Wealth Management, Financial Planning.

This profile was written by API Evangelist and has not been verified against a page the provider published; treat every figure as unconfirmed until a dated transcription replaces it.

Tagged areas include Financial Services, Wealth Management, Investing, Financial Planning, and Women Finance.

2 Plans
Method: generated.
Written by API Evangelist and not verified against a page the provider published. Treat every figure as unconfirmed until a dated transcription replaces it.
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Financial ServicesWealth ManagementInvestingFinancial PlanningWomen FinanceRobo-AdvisoryPortfolio Management

Plans

Wealth Management

Full-service wealth management for individuals, families, and institutions. Includes personalized portfolio management, dedicated advisor team, retirement and estate planning, tax strategy coordination, annual reviews, and access to alternative investments. Requires a minimum of $500,000 in investable assets. Assets are custodied at Charles Schwab & Co.

Financial Planning

Standalone financial planning engagements available as flat-fee packages. Suitable for clients who want expert guidance without discretionary investment management. Packages vary in scope and number of advisor sessions.

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Every plan here is available over the APIs.io API and to AI agents over MCP.

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Tools for plans

4 MCP tools reach this
  • find_plansBrowse and filter every plan in the catalog.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
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This plan 
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All plans 
curl "https://apis.io/api/v1/plans?limit=25"

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