Lodestar Wealth Pricing Overview

Free Trial

Lodestar Wealth Pricing Key Insights

Last updated on Apr 09, 2026

Lodestar Wealth offers 2 pricing editions, starting at $14.99. Lodestar Wealth pricing tiers are designed to support different usage levels and team sizes. Lodestar Wealth also offers a free trial. Compare the Lodestar Wealth pricing table below to figure out the best fit for your needs. Some plans may require you to contact Lodestar Wealth for custom pricing.

Lodestar Plus — $14.99 / Flat Rate Per Month

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Free

A complete diagnostic at no cost and no card. You get one full financial analysis and one portfolio review, your financial health score with every finding behind it, the top three moves from your ranked action plan with their dollar impact, three Personalized Opportunities, and unlimited use of all five calculators — including the Monte Carlo net-worth forecast.

Lodestar Plus

$14.99

Flat Rate Per Month

Everything unlocked, for a flat fee regardless of how much money you have. Unlimited analyses and portfolio reviews, the complete ranked action plan rather than the top three, live bank sync to keep the picture current, and the net-worth simulator for testing a decision before you make it. Includes advanced scenarios, the Tax Center, budgets, goals, alerts, and chat grounded in your own numbers. 7-day free trial; cancel anytime.

Lodestar Wealth is a flat subscription, never a percentage of assets. A free account includes one complete financial analysis and one portfolio review with no card required. Lodestar Plus is $14.99/month, or $149.99/year — which works out to $12.50/month and saves $29.89 a year. Both plans start with a 7-day free trial and can be cancelled from your profile at any time, with no cancellation fee. There is no per-seat pricing, no assets-under-management fee, and no tier gated behind a sales call.

Pricing information for Lodestar Wealth is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Lodestar Wealth must be conducted with the seller.

Pricing information was last updated on September 28, 2026