Mezzi review & pricing
AI wealth advisor
Free plan: yes · Trial: Not stated
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Our take: A strong pick if you want AI tax and retirement advice without an AUM fee. The free tier is a useful portfolio X-ray, but the real advice is behind Advisory.
Best for: DIY investors with many accounts who want tax and retirement answers
Mezzi pricing
| Plan | Price | Source |
|---|---|---|
| Free | $0 — limited AI insights, connect all assets, risk X-ray, expense/income tracking | source |
| Advisory | $33.25/mo billed annually | source |
| Concierge | $83.25/mo billed annually (adds quarterly coaching check-ins, setup help) Monthly-billing prices not shown | source |
Free plan: yes · Free trial: Not stated (source)
What it actually does
| Budgeting | yes |
| Planning | yes |
| Portfolio analysis | yes |
| Manages money | not listed |
Source: https://www.mezzi.com/pricing
The AI part
AI tax, retirement and investment advice; delegate monitoring and research to AI agents (source)
Is Mezzi an SEC-registered investment adviser?
- Firm: MEZZI, CRD 337818 (SEC IAPD)
- SEC registration effective: 2025-09-25
- How we matched the app to the firm: IAPD lists 'MEZZI' (other name STOCKTALK INC.). (source)
Advisors: see the AI tools RIAs use for notes, compliance and planning
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