Pricing · RetiFlo
Simple pricing.
Start free — always.
14 analytics pages are free — no time limit, no credit card. Unlock the full platform when you're ready. Advisors have their own tier.
For individuals
Free to start.
$4.99/month to unlock everything.
Build your complete retirement picture — assets, income, expenses, Social Security, and more. 14 analytics pages are free forever. Upgrade to unlock Monte Carlo simulations, Roth conversion analysis, unlimited scenarios, and more.
forever · no card required
$12.99 · or $49.90/year
For advisors
Per-seat for practices.
Optional marketplace add-on.
Manage your full client book with multi-client dashboards, what-if scenarios, and report generation. Then add a $19/mo marketplace listing to any seat to get discovered by clients who already know their numbers.
per advisor seat · unlimited clients
added to any seat · no per-referral charges
FAQ
Common questions
Yes. The 14 analytics pages in the free tier have no time limit and no credit card is required. You can build your complete retirement picture and view your projections without ever paying.
Premium features are gated with upgrade prompts — you can see exactly what you're unlocking before you pay. There's no free trial period, but the free tier gives you a thorough sense of the platform first.
The practice seat is the advisor subscription — you invite clients, access their plans, and run scenarios on their behalf. The marketplace listing isn't a separate plan; it's a $19/mo add-on to a practice seat that makes you discoverable to RetiFlo users seeking guidance. You need an active seat to list, and you can switch the listing on or off anytime.
Yes. A client who is connected to an advisor practice can still have their own individual subscription, or they can use the free tier independently. Advisor access and individual access are separate.
Start free. No card. No deadline.
Build your plan today and see exactly where you stand — before you decide whether to unlock more.
Create your free account