Evergreen.ai review & pricing
AI financial planning app
Free plan: yes · Trial: Free beta
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Our take: Hard to beat on price while the free beta lasts. It's planning-focused, with paid human advice as the upsell. Expect beta rough edges.
Best for: A free AI planner for retirement and taxes
Evergreen.ai pricing
| Plan | Price | Source |
|---|---|---|
| Evergreen.ai (beta) | $0 through Jan 1, 2028 if you register during the public beta | source |
| Managed accounts (separate) | 0.39%/yr wrap fee on first $1M, $100K minimum | source |
Free plan: yes · Free trial: Free beta (source)
What it actually does
| Budgeting | yes |
| Planning | yes |
| Portfolio analysis | yes |
| Manages money | separate paid program |
Source: https://reports.adviserinfo.sec.gov/crs/crs_326535.pdf
The AI part
AI-based planning and personalized advice on your linked accounts (source)
Is Evergreen.ai an SEC-registered investment adviser?
- Firm: EVERGREEN WEALTH ADVISORS, CRD 326535 (SEC IAPD)
- SEC registration effective: 2023-11-08
- How we matched the app to the firm: Firm's Form CRS describes Evergreen.ai as one of its two services. (source)
Advisors: see the AI tools RIAs use for notes, compliance and planning
What we could not verify
- Price after Jan 1, 2028 not published
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