Fix Capital Source

Pricing & Packages

Pricing & Packages

Transparent Plans, No Hidden Fees.

Choose the advisory tier that matches your financial life stage. Cancel anytime, upgrade anytime.

Starter

For individuals starting their finance journey

$0/mo
  • Free loan pre-qualification
  • Insurance quote comparison
  • Basic credit score dashboard
  • Email support (24hr response)
  • Dedicated advisor
  • Portfolio management
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Most Popular

Professional

For households with growing assets

$49/mo
  • Everything in Starter
  • Dedicated senior advisor
  • Quarterly portfolio reviews
  • Annual tax planning session
  • Priority phone & chat support
  • Insurance bundle optimization
Choose Professional

Enterprise

For business owners & high-net-worth

$299/mo
  • Everything in Professional
  • Dedicated wealth team (3 specialists)
  • Active portfolio management (0.65% AUM)
  • Estate & trust coordination
  • 24/7 concierge support
  • Monthly strategy sessions
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