pricing · v1
WARDMARKThree plans, no surprise fees.
A flat subscription that does not scale with your portfolio. Start with a 14-day trial — connect accounts, set your guardrails, and let the crew run.
tier
Steward
Single-account households getting their first continuous read on the books.
$190/year($16/mo)
- 1 linked account, up to 5 linked assets
- Watcher keeps a continuous read on balances and positions
- Weekly written briefing — net worth, cashflow, the flags that mattered
- Email support, one business-day reply
recommended
Household
most households
Multi-account households with brokerage, retirement, on-chain, and a bills calendar.
$790/year($66/mo)
- Up to 3 linked accounts, up to 25 assets across bank, brokerage, retirement, on-chain
- Full AI Crew: Watcher, Rebalancer, Harvester, Biller, Briefing
- Rebalancer drafts trades inside your drift guardrail; Harvester tracks loss windows
- Monthly 30-minute review call with the WARDMARK steward team
- Spouse / accountant co-steer through role-based controls
tier
Founder
Operators with multi-entity balances, treasuries, and always-on alerting.
$2,990/year($249/mo)
- Unlimited linked accounts and assets
- Full AI Crew with real-time drift alerts and on-call rebalancing
- Quarterly CFO-style review: allocation drift, tax posture, capital efficiency
- Priority support: named steward, same-day response, scheduled review calls
- Early access to multi-entity / LLC structures and direct-broker bridges
Pricing FAQ
What households ask before they subscribe.
Everything we hear in onboarding calls — guardrails, billing, switching plans, and what the AI Crew actually does.