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 machine-readable pricing-plan profile for Ellevest on the APIs.io network, conforming to the API Commons Plans specification.

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

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

2 Plans
View Source
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.

Work with this as data

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

MCP server

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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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Call it yourself

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This plan 
curl "https://apis.io/api/v1/plans/ellevest-plans-pricing"
All plans 
curl "https://apis.io/api/v1/plans?limit=25"

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