Moneytree Pricing in 2026
Every plan Moneytree publishes, with the page and date we read it from. Prices we could not find on Moneytree's own site are left blank, never guessed.
| Plan | Price | Billing | Limits | Source |
|---|---|---|---|---|
| Essential | $1,195 per year | per user/ per year | Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry | moneytree.com |
| Elite | $2,195 per year | per user/ per year | Everything in Essential · cash-flow planning · business ownership and rental real estate analysis · advanced estate planning · Roth conversion calculator · tax strategies and options · audit trail · customizable withdrawal order | moneytree.com |
| Enterprise | Contact Us | Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem | moneytree.com |