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 0.5% of AUM annually.
Planful Investors must meet a $300,000 minimum for manageable assets. This service tier has limited availability. Please inquire for more information.
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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.