CFO Silvia review & pricing
AI 'personal CFO' (net worth + Q&A)
Free plan: yes · Trial: Free plan
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Our take: A capable chat-with-your-money tool with a usable free plan. We found no SEC registration, so treat its answers as analysis, not advice.
Best for: Asking plain-English questions about your own numbers
CFO Silvia pricing
| Plan | Price | Source |
|---|---|---|
| Free | $0, no card | source |
| Pro | $17/mo billed annually; $20 monthly | source |
| Max | $200/mo | source |
Free plan: yes · Free trial: Free plan (source)
What it actually does
| Budgeting | yes |
| Planning | yes |
| Portfolio analysis | yes |
| Manages money | no |
Source: https://www.cfosilvia.com/faq
The AI part
Ask questions about your whole balance sheet; 'Radar' alerts (source)
Is CFO Silvia an SEC-registered investment adviser?
Not found in SEC IAPD
Not an adviser: Silvia's help docs say it is an informational tool, not a financial advisor. Only IAPD match is an unrelated firm. We searched for “silvia”. You can check for yourself at adviserinfo.sec.gov.
Check the current price on their site. Prices change, and we re-verify weekly.
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure