Ingot Finance offers automated financial planning services through its online platform. Clients provide their financial information, and the platform generates personalized investment recommendations and a financial plan. Services are offered in three tiers: Free (basic assessment), Standard ($100 initial fee, then $10/month), and Premium ($250 initial fee, then $25/month, including small business planning). Ingot Finance focuses on making financial planning accessible through technology.
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Fee Structure
Ingot Finance offers three tiers of financial planning services:
- Free Tier: Basic financial assessment with limited goal library and ongoing monitoring.
- Standard Tier: $100 initial fee (includes first month), then $10/month for comprehensive personal financial planning with ongoing monitoring and unlimited plan updates.
- Premium Tier: $250 initial fee (includes first month), then $25/month for comprehensive personal financial planning plus small business considerations with ongoing monitoring and unlimited plan updates.
Annual Retainer:$120 - $300/year
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