Monthly membership

Choose the plan that grows with your financial life.

Starter gives you focused core planning, Pro unlocks the complete council, and Elite adds premium AI delivery for complex decisions.

Cancel anytime

Free trial · 3 days

Try Atrium free for a week.

  • 5 strategist messages
  • 3 inspirations Q&A
  • 1 saved plan
  • Net-worth tracking & weekly check-ins
  • Core agents (4)
  • Weekly cached next-best-action
Start free trial
Starter
$49 / month

Start with guided financial clarity.

Ideal when you want simple answers, steady check-ins, and a lighter planning workflow.

  • Up to 30 planning sessions / month
  • Core strategist agents
  • Up to 5 document analyses / month
  • Weekly progress check-ins
Choose Starter
Best value
Pro
Full access for members who want consistent planning momentum.
$99 / month

The complete planning workspace for ongoing wealth decisions.

Best when you want continuous strategy, full agent access, and room to refine your plan as life changes.

  • Up to 100 planning sessions / month
  • 12 of 16 financial agents (4 Elite-exclusive)
  • Up to 20 document analyses / month
  • Action items, metrics, and insights
Start Pro
Elite
Premium reasoning, deeper stress tests, and higher planning capacity.
$199 / month

Premium AI delivery for complex households and higher-stakes decisions.

Choose Elite when your plan needs stronger reasoning, deeper scenario modeling, and more room for frequent review.

  • Everything in Pro
  • All 16 agents (4 Elite-exclusive)
  • Premium reasoning model on every plan
  • Up to 150 planning sessions / month
  • Up to 40 document analyses / month
  • Expanded plan depth and stress tests
Choose Elite
Comparison

Most members get everything they need with Pro

Cancel anytime. Your membership stays active through the period you’ve paid for.
Feature
Starter
Pro
Elite
Specialist AI agents
Core (4)
All 12
All 16
AI reasoning model
Standard
Advanced
Premium
Planning sessions
30 / month
100 / month
150 / month (premium)
Document analyses
5 / month
20 / month
40 / month
Scenario modeling
Basic
Advanced
Expanded stress tests
Charts and metrics
Core
Advanced
Advanced + scenarios
Saved recommendations
Included
Included
Included
Weekly insights
Included
Included
Enhanced
Ready

Start building your private financial plan.

Create your account, choose the membership that fits today, and begin planning with Atrium Wealth Council.

Get started