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Wealth Recon
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PRICING

Four ways to pay. One thing to buy.

Pay per dossier when you are starting. Solo and Professional for active books. Firm pricing on request for small and boutique RIAs.

A NOTE ON HOW THIS GETS PAID FOR

Built for the advisor. Paid for by the advisor.

Your compensation moves with your book. So should the tool that compounds it.

01Your compensation is personal. Salary, bonus, the next client. Wealth Recon belongs on your card the same way your professional dues and your reading list do. Firms pay for baselines. The edge sits on your own card.
02Procurement is a twelve to twenty four month cycle. Your bonus is not. By the time a firm institutionalizes a tool like this, the advisors who self-funded it have already converted the prospects it would have surfaced. The cost of waiting is the next two clients.
03The firm hands you a baseline. The edge is what you carry yourself. Top producers do not wait to be issued one. Buy your own quietly, build your book noticeably, and let the firm catch up on its own clock.

Pay per dossier

One credit, single charge, no subscription.

$15
per credit

No commitment. Pay for what you run.

  • +One credit per dossier
  • +Full 15-section briefing
  • +Source Manifest with every claim
  • +Print-ready PDF on demand
Pay as you go

Solo

For independent advisors building a focused book.

$49
per month

5 dossiers per month. Overage to 20 at $11 each.

  • +Two free trial dossiers
  • +Open self-serve signup
  • +Compliance export, CSV
  • +Continuous edit history
Start with Solo
MOST POPULAR

Professional

For a partner-level advisor with a fuller pipeline.

$219
per month

25 dossiers per month. Overage to 75 at $10 each.

  • +Everything in Solo
  • +Higher monthly volume
  • +Priority refresh queue
  • +Per-dossier sharing controls
Start with Professional

Firm

For small and boutique registered investment advisors.

Contact us
pricing on request

Reserved for small and boutique RIAs. Not offered to bank-grade firms.

  • +Shared workspace and watchlists
  • +Firm-wide audit log
  • +Custom volume tier
  • +Named onboarding contact
Talk to us
COMMON QUESTIONS

What advisors ask before they sign up.

Why no unlimited tier?

Cost discipline. A sourced dossier has real cost to run. An unlimited price would force a degraded product on the back end. Every credit on this page maps to a complete fifteen-section briefing with a verifiable source on every claim.

What happens when I exceed my overage cap?

Dossier requests refuse to start until the next billing cycle. No surprise charges, ever. The cap is twenty overage credits per month on Solo and seventy-five on Professional.

Can I switch tiers mid-month?

Yes. Upgrades and downgrades are prorated through the Stripe customer portal. The change takes effect immediately and the next invoice reflects the new tier.

How billing works.

01Two free dossiers per new account, no credit card required. Open self-serve signup gated by licensed-advisor verification through FINRA BrokerCheck and the SEC IAPD.
02Every dossier consumes one credit on request. Cache controls only what agents run, never whether you pay.
03If a dossier confidence score lands below 80, the credit refunds automatically within the hour and the dossier ships with a Low Signal banner.
04There is no unlimited tier today. If that ever changes, the math will still be honest, per dossier, per month, per year, or per firm.

Walk in knowing.

Two free dossiers land in the account after sign-in. Verification takes about ten minutes.

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