Advisor Pricing
Join the founding advisor cohort.
We're building Private Reserve with a small group of forward-thinking advisors. Founding members get permanent pricing advantages and direct input on platform development.
Practice Tiers
Choose your practice size.
Solo
For individual advisors building their practice.
- Up to 25 client Vaults
- Co-branded client portal
- Full framework access
- Planning tools suite
- Email support
Practice
For established practices ready to scale.
- Up to 100 client Vaults
- Custom branding
- Team member accounts (up to 3)
- Priority support
- Quarterly strategy calls
- Early access to new features
Enterprise
For larger firms with specific needs.
- Unlimited client Vaults
- Full white-labeling
- Unlimited team members
- Dedicated success manager
- Custom integrations
- SLA guarantees
Early Access
Founding Advisor Benefits
Early partners who shape the platform receive permanent advantages.
Locked-In Pricing
Your monthly rate never increases, regardless of future price changes.
Direct Input
Monthly calls with the product team. Help us build what your practice actually needs.
Priority Access
First access to new features, tools, and integrations as they launch.
Founding Partner Status
Recognition in our advisor directory and case study opportunities.
Join the Founding Cohort
Be among the first advisors to integrate Private Reserve into your practice. Founding partners receive exclusive benefits and direct input on product development.
Founding Advisor Benefits
- Locked-in founding pricing for life
- Priority access to new features
- Direct line to product team
- Quarterly advisor roundtables
- White-glove onboarding support
We're accepting 25 advisors for the founding cohort
Questions
Pricing FAQ
Monthly billing, cancel anytime. No long-term contracts required. We believe the value should earn your continued partnership.
We'll reach out proactively as you approach your limit. You can upgrade at any time, and we'll prorate the difference.
No setup fee for founding advisors. Onboarding and training are included in your monthly subscription.
Absolutely. Start where you are, grow as you grow. Founding pricing locks in at whatever tier you join.
Ready to join the founding cohort?
Limited spots available. Lock in your pricing before we open to the public.