Online Financial Advisor pricing

blooom plans

A traditional advisor could cost you thousands of dollars a year.
Blooom’s pricing is simple.

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Start for free, then hire blooom if you’d like help!

1. Answer a few questions about your retirement to get your recommended strategy.

2. Link an account to see how your actual investments compare to your recommended strategy.

3. Make changes to your account on your own, or hire blooom to do it for you!

Start for
$0

Per Year, Unlimited Retirement Accounts

Get Started

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  • Retirement Goal Setting
  • Financial Planning Tools
  • Expert Insights
  • Optimal Strategy Defined
  • Analysis of Current Investments
  • Ideal-to-Actual Comparison
  • Tips for Improvement

Take the guesswork out of your retirement…for about as much as you spend on a streaming service

Personalized Portfolio

  • Plan Research
  • Control of Placing Trades
  • Fund Recommendations
  • Investment Monitoring
  • Unlimited Accounts *
Select

Advisor Access

  • Personalized Portfolio plus...
  • Advisor Access
  • Trade Assist
  • Withdrawal Alerts
Select

Financial Consulting

  • EVERYTHING plus...
  • Annual one-on-one guidance from a Financial Advisor with a 30 minute phone or video consultation **
Select

Plan Research

Blooom will research and identify the best funds for your situation.

Personalized Portfolio
Advisor Access
Financial Consulting

Personalized Fund Recommendations

Receive a recommendation that:

  • Matches your risk tolerance
  • Diversifies your portfolio
  • Minimizes hidden investment fees
Personalized Portfolio
Advisor Access
Financial Consulting

Ongoing Investment Monitoring

Automated notifications to keep your accounts aligned with your retirement goals.

Personalized Portfolio
Advisor Access
Financial Consulting

You're in Control

Use our recommendation to place trades with your financial institution.

Personalized Portfolio
Advisor Access
Financial Consulting

Trade Assist

Choose to have blooom place trades on your behalf.

Personalized Portfolio
Advisor Access
Financial Consulting

Advisor Access

Work with a Financial Advisor through chat or email. **

Personalized Portfolio
Advisor Access
Financial Consulting

Withdrawal Alerts

Receive a notification in the event we detect a withdrawal.

Personalized Portfolio
Advisor Access
Financial Consulting

Annual Advisor Consult

One-on-one guidance from a Financial Advisor. Schedule a 30 minute phone/video consultation at your convenience.**

Personalized Portfolio
Advisor Access
Financial Consulting

Unlimited Retirement Accounts

Personalized Portfolio
Advisor Access
Financial Consulting

Start learning more about your retirement

(and it won’t cost you a thing unless you decide to hire us)

Get Started

Choose pricing at checkout.

Past performance is no guarantee of future results and an optimized portfolio is not a guarantee against loss. Your investments will go up and down in value based on what happens in the markets. Blooom is limited to the funds available in your employer sponsored retirement plan. For IRA accounts blooom uses a pre-determined fund list based on allocation and diversification exposure and fund fees. Blooom relies on the ability to receive updated account and transaction information. We do not guarantee we will be able to provide Withdrawal Alerts to all accounts at all times. There is no guarantee blooom can or will reduce your fund expenses.

* In order to deliver a personalized retirement plan, all accounts managed must be held by the same individual.

** During normal business hours.