Simple pricing, no commissions
Elenvo charges a subscription and nothing else. There are no hidden fees, no commissions, and no financial products for sale — so the plan Ellie writes is never quietly steering you toward something we get paid on. A 90-day trial opens the whole product with no card, and a paid plan is what keeps it open afterwards.
Try everything free for 90 days. Upgrade when you're ready.
The trial opens the whole product and asks for no card. Cancel any time.
- Full Gap Analysis
- Tax Optimization (all shelters)
- Smart Alerts & deadlines
- Unlimited plans with Ellie
- Unlimited linked accounts
- Full Gap Analysis
- Tax Optimization (all shelters)
- Smart Alerts & deadlines
- Unlimited plans with Ellie
- Unlimited linked accounts
- Everything in Pro
- Licensed advisor reviews
- Quarterly portfolio check-in
- White-glove onboarding
Plans you can buy today
The plans you can buy are self-serve: you pick one, Stripe takes the payment, and access opens immediately. A card labelled "Coming soon" is a tier we have specified and priced internally but have not opened for purchase — there is no checkout behind it, so its button goes to the contact form rather than to a payment page.
That label is not hand-maintained copy. It is derived from whether the plan record has a live payment price attached, which is the same record the checkout charges — so a tier can never be advertised as buyable before it actually is, and the label disappears by itself the day it opens.
What each plan includes
Paid plans are cumulative: Pro + Advisor contains everything in Pro. Each capability below is listed against the cheapest plan that unlocks it. The Free column is the 90-day trial, and it matches Pro because that is what a trial actually grants — the whole product for a fixed window, not a reduced version of it. A plan card marked "Coming soon" cannot be bought yet, and the rows against it describe what that tier will include.
| Feature | Free | Pro | Pro + Advisor |
|---|---|---|---|
| Financial Health Score | Included | Included | Included |
| Unlimited linked accounts | Included | Included | Included |
| Insights from Ellie | Included | Included | Included |
| Monthly cash-flow summary | Included | Included | Included |
| Full Gap Analysis | Included | Included | Included |
| Tax Optimization (all shelters) | Included | Included | Included |
| Smart Alerts & deadlines | Included | Included | Included |
| Unlimited plans with Ellie | Included | Included | Included |
| Licensed advisor reviews | Not included | Not included | Included |
| Quarterly portfolio check-in | Not included | Not included | Included |
| White-glove onboarding | Not included | Not included | Included |
How billing works
Every price on this page is read from the same plan records the checkout charges, so the number on the card is the number that reaches your statement. There is no setup fee and no separate quote.
Signing up starts a 90-day free trial and asks for no card; it opens the same product a paid plan does. A paid plan renews automatically for the interval shown on its card, and the card on file is charged at the start of each period until you cancel.
Cancelling lives in Settings, on the Subscription tab. The plan stays fully usable through the end of the period you have already paid for, nothing is charged afterwards, and you can resume the same subscription any time before it lapses.
Payments run through Stripe, which is PCI DSS Level 1 certified, so your card details never touch Elenvo servers.
What a subscription does not buy
Elenvo is a technology platform providing educational information and financial planning tools. It is not a registered investment adviser with the SEC or any state securities regulator, not a broker-dealer registered with FINRA, not a bank, and not a tax preparation service. Nothing on this price list is personalized investment, tax, or legal advice.
A subscription does not buy investment management either. Elenvo does not hold, move, or invest your money, and does not sell securities or insurance policies — which is why there is no commission anywhere in the price. Elenvo does connect you with licensed human advisors, and booking a consultation with one is part of the paid product. The full regulatory statement lives on the disclosures page. Disclosures
Pricing questions
Four questions about the money itself. Everything else — how a plan is generated, what data Elenvo holds, how a rollover is taxed — is answered on the FAQ page.
How am I billed, and when?
A paid plan renews automatically for the interval shown on its plan card — a monthly plan on the same date each month — and the card on file is charged at the start of each period. A tier marked "Coming soon" has no checkout behind it and bills nothing.
How do I cancel?
Open Settings and cancel from the Subscription tab in one click. Cancellation takes effect at the end of the period you have already paid for, so you keep every paid feature until then and nothing is charged afterwards. Change your mind before it lapses and you can resume the same subscription without losing anything.
What does the 30-day money-back guarantee cover?
Every paid plan carries it. If Elenvo is not right for you, contact us within 30 days of the charge and the fee is refunded in full. The Terms of Service carry the same commitment, so it is a contractual promise rather than a marketing line.
Do I need a credit card to start?
No. Signing up starts a 90-day free trial with no payment details at all, so you can link accounts and see your Financial Health Score before deciding. A card is requested only when you choose a paid plan.
Before you decide
Price is the easy part of this decision. These are the pages that explain what you would actually be buying.
- How the Financial Health Score is calculated
- What Ellie does — and what it deliberately does not do
- Plain-English definitions of the terms in your plan
- The full FAQ, from rollovers to bank linking