Simple install.
Modern tools.
Support on-demand.
Planful Investor is our most affordable investment experience. Powered by Betterment, it is easily integrated into a path defined by Planful Start.
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The Planful Investor has continuous access to a dedicated advisory team, with limited annual financial planning support.
Planful Investor is priced at 0.8% of AUM annually.
At present, Planful Investors must meet a $300,000 minimum for manageable assets.
Ready to be a Planful Investor?
We’d love to make time for initial conversation. If you’re already well prepared, you can get started with your onboarding at Betterment. We will be sure to follow up with you.
Have questions?
Planful Finance is a financial advisory and wealth management partner, advocates for your financial wellbeing. Our process, experience, and tools can provide you with a laboratory for your future.