Pricing
Plans for every size of practice.
Every plan includes the full P5 Wealth Platform. Pick the one that fits the size of your firm.
8.90 average advisor rating · 2026 T3 / Inside Information Software Survey
For independent advisors and small teams.
Billed annually. That's just $208.25 a month.
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For RIAs, broker-dealers and multi-office firms.
Volume pricing based on your number of users.
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For platforms, custodians and enterprises building the Tolerisk Score into their own tools.
Pricing based on your use case and volume.
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Assistants can create clients, generate client links and fill in risk assessment information. The only limit is that they can’t see the assessment results.
Every plan includes
The whole platform, whichever plan you choose.
No feature tiers. Plans differ only by firm size and price.
- Tolerisk risk assessment / retirement plans
- Paraplanner reads statements and fact-finders
- Client questionnaires by link
- What-if scenarios
- Household risk directive
- Model sets on the 0–100 benchmark scale
- Portfolio fit, comparisons and proposals
- Accounts with deviation alerts
- Meeting Mode
- Client app
- Custom reports with firm branding
- IPS documents
- Compliance Center and automatic monitoring
- Campaign Links for prospects
- Employer plans and 401(k) participants
- Engagement funnel and conversion
- Users and teams
- Firm templates and defaults
- Your logo on reports and the client app
- Firm-wide disclosures
- Redtail and Wealthbox CRM
- Orion, Black Diamond and eMoney
- P5 API with scoped keys
- CSV export
Frequently asked questions
How does billing work?
The Advisors plan is billed per user. Choose annual billing at $2,499 per user per year (just $208.25 a month), or monthly billing at $249 per user per month with a 12-month minimum commitment. Paying annually saves about 16%.
What if my firm has more than 10 users?
Firms with more than 10 users move to the Enterprise plan, which has volume pricing. Every plan includes every feature. Talk to our team for a quote.
What can an assistant do?
With an assistant’s license ($29 a month per assistant), team members can create clients, generate client links and fill in risk assessment information. They can’t see the results of the assessment.
Do I need to download anything?
No. The P5 Wealth Platform is cloud-based and runs in your browser.
Can I send clients a link to complete their information?
Yes. Clients can start and stop the questionnaire and submit when finished. Only the advisor can present results.
Is there a prospecting tool?
Yes. Campaign Links let you share a short version of the assessment that calculates a Tolerisk Score and the probability of running out of money.
Are there discounts through industry partners?
Yes. Advisors working with our industry partners may qualify for preferred pricing. See our partners.
See how P5 can transform your practice.
A product specialist can walk you through the platform.