# Pricing transcribed from the provider's own page — see provenance. Numbers are quoted, not derived.
generated: '2026-10-07'
method: searched
source: https://www.wealth.com/pricing/
sources:
- https://www.wealth.com/pricing/
provenance:
  tool: all/0-working/economics/harvest_pricing.py
  run: 20261007T104522
  grounding: every price_text was found verbatim in the fetched page text
audience: business-product
pricing_basis: negotiated
delivery:
  delivery: managed
  method: page
  read: '2026-10-07'
published: false
note: No numeric prices; page states annual contracts priced per advisor seat with volume discounts, no
  per-client or per-document fees.
plan_count: 3
plans:
- name: Estate Planning
  price_text: Inquire for Pricing
  period: none
- name: Tax Planning
  price_text: Inquire for Pricing
  period: none
- name: Estate Planning + Tax Planning
  price_text: Inquire for Pricing
  period: none
x-canonical:
  generated: '2026-10-08'
  vocabulary: all/0-working/economics/plans-canonical.yml
  models: []
  units: []
  plans:
  - name: Estate Planning
    access: other
    model: unstated
    model_how: derived
    units: []
    periods:
    - none
  - name: Tax Planning
    access: other
    model: unstated
    model_how: derived
    units: []
    periods:
    - none
  - name: Estate Planning + Tax Planning
    access: other
    model: unstated
    model_how: derived
    units: []
    periods:
    - none