Lodestar Wealth Pricing 2026
Plans, hidden costs, and alternatives compared
Cite this data: Toolradar, Lodestar Wealth pricing verified Sep 2026, toolradar.com/tools/lodestar-wealth/pricing
Lodestar Wealth starts at $14.99/month on the Plus plan.
Verified Sep 2026 from the official pricing page.
Is Lodestar Wealth worth the price?
The Plus tier at $14.99/month is fairly priced for unlimited AI-driven financial analyses and portfolio reviews, especially compared to other premium personal finance apps that charge similar or higher rates for less depth.
The free tier offers a generous one-time full analysis with no card required, making it a low-risk entry point. This pricing is best for users who want ongoing, prescriptive AI guidance rather than a one-off checkup.
Pricing Plans
Free TrialPlus
$14.99/month
Unlimited analyses, full plan, live bank sync
- Unlimited analyses and portfolio reviews
- Full ranked action plan, every move modeled, not just the top 3
- Live bank sync via Plaid (optional)
- Net-worth simulator with Monte Carlo forecasting
- Unlimited AI chat about your own analysis
- 7-day free trial (card required)
Free
One full analysis, no card required
- One full financial analysis + one portfolio review, lifetime
- Health score, every finding, top 3 ranked moves with dollar impact
- 3 Personalized Opportunities
- All calculators (net worth, debt payoff, retirement, rent vs. buy), unlimited, no account needed
How Lodestar Wealth compares
1 of 4 direct competitors offers a free plan.
| Tool | Starting price | Free plan |
|---|---|---|
| Lodestar Wealth | $14.99/month, billing unit not specified | Yes |
| Empower Personal Dashboard | Free | Yes |
| Kubera | $20.83/month, billing unit not specified | No |
| Monarch Money | $8.33/month, billing unit not specified | No |
| Copilot Money | $7.92/month, billing unit not specified | No |
Lodestar Wealth Pricing FAQ
How much does Lodestar Wealth cost?
Lodestar Wealth starts at $14.99/month on the Plus plan. A free plan is also available.
Does Lodestar Wealth have a free plan?
Yes. Lodestar Wealth offers a free plan called "Free". It includes: One full financial analysis + one portfolio review, lifetime, Health score, every finding, top 3 ranked moves with dollar impact, 3 Personalized Opportunities.
Does Lodestar Wealth offer a free trial?
Yes. Lodestar Wealth offers a free trial.
What are alternatives to Lodestar Wealth?
Alternatives to Lodestar Wealth include Empower Personal Dashboard, Kubera, Monarch Money, Copilot Money. Empower Personal Dashboard is fully free. Kubera starts at $20.83/month, billing unit not specified; Monarch Money starts at $8.33/month, billing unit not specified; Copilot Money starts at $7.92/month, billing unit not specified.
Lodestar Wealth alternatives
Direct competitors. Starting prices match the table above.
Sources
- Official Lodestar Wealth pricing: lodestarwealth.io/pricing (verified Sep 2026)
- Cite this data: Toolradar, Lodestar Wealth pricing verified Sep 2026, toolradar.com/tools/lodestar-wealth/pricing
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