Total Family offers simple annual pricing for wealth advisors and RIAs. There are two ways to start: a Free advisor plan with no expiration, or the Premium advisor license at $5,000 per advisor, per year, which can begin with a 30-day free trial.
Premium Advisor License: $5,000 per advisor, per year
Premium is an annual license for one advisor. There is no cap on how many families or clients an advisor can invite under their Premium license, so cost only increases when a firm adds another advisor. Every Premium license includes:
Vision, for building shared family purpose and direction
Milestones, for tracking multi-generational planning progress
Legacy Letters, for preserving family stories and intent
KinAI, the advisor and family knowledge assistant
The Advisor Academy and Advisor Resource Library
A white-labeled client experience under your firm's brand
Ongoing platform updates at no additional cost
Free Trial: 30 days
Advisors can start a 30-day free trial of the full Premium license. A credit card is required, and the account continues on Premium at $5,000 per advisor, per year unless canceled before the trial ends.
Free Advisor Plan: $0
A basic version of the platform that does not expire. Free accounts can invite team members, use free advisor resources, and complete an advisor portal review. Free accounts cannot invite client families.
Firm-Wide and Enterprise Pricing
Firms licensing more than 25 advisors at once are quoted through Enterprise, based on advisor licenses and rollout scope. Contact hello@totalfamily.io for firm-wide pricing.
Pricing FAQ
How much does Total Family cost? The Premium advisor license is $5,000 per advisor, per year.
Does Total Family offer a free trial? Yes. A 30-day free trial of the Premium license is available. A credit card is required, and it converts to a paid license unless canceled before the trial ends.
Is there a limit on how many families an advisor can invite? No. There is no cap on how many families or clients an advisor can invite under a Premium license.
Is there a free version of Total Family? Yes. The Free advisor plan is $0 and does not expire, but Free accounts cannot invite client families.
How is enterprise pricing handled? Firms licensing more than 25 advisors are quoted separately based on advisor licenses and rollout scope.
Pricing information for Total Family is supplied by the software provider or retrieved from publicly
accessible pricing materials. Final cost negotiations to purchase Total Family must be conducted with the
seller.
Pricing information was last updated on September 11, 2026
