Ellevest
AutomatedWomen-focused wealth management and financial planning firm charging AUM-based fees starting at 0.35% with a $500K minimum.
Active plans
3
Total changes
4
Last change
Aug 4, 2026
Price trend
What we know about Ellevest’s pricing
Moderately activeChanges in 12 months
4
Cadence
Every 3 weeks
Direction
Last move: +33.3%
Category position
Cheaper than 97% of Finance & Accounting tools (1716 compared)
Current pricing
Financial Planning Only
yearly$4,800/yr
$3,600/yr
Personal Wealth Management
usage based$1.25/usage_based
1.25% AUM/yr
- Minimum $500,000 investment
- Portfolio management and financial planning
- Values-aligned investing
- Tax optimization
- Holistic total portfolio approach
Price history
Last 4 changes
$3,600→$4,800(+33.3%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Financial Planning Only | increase | $3,600 | $4,800 | +33.3% |
| Jun 5, 2026 | Private Wealth Management | new plan | — | $1 | — |
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