Private Beta · AI-Native Financial Planning

The fee difference is a retirement.

7figs.ai charges 0.25% AUM. The industry average is over 1%. On a $500,000 portfolio, that difference is $3,750 a year — and $135,000 over 20 years, compounded. We think that money should stay with you.

Private Beta Beta $10/Mo or $100/Yr Planning 0.25% Advisory
The Planning Canvas

This is what financial planning looks like when it's built for you

Not for whoever is billing you.

7figs.ai · Financial Planning Canvas
On Track
Overview
Financial Summary
Portfolio
Projections
Planning
Scenarios
Life Milestones
Equity & ESOs
Advisory
AI Advisor
Suitability
Financial Summary
Updated in real-time · Scenarios A & B active
Net Worth
$842k
↑ $61k this year
Retirement Target
$2.4M
Age 58 · 19 yrs
Advisor Fee
0.25%
vs. 1%+ industry avg
Net Worth Projection — Scenario A · 40-Year View
$2.4M target
Your RSU vesting schedule accelerates in Q3. Combined with your current savings rate, you're tracking to reach your retirement target 14 months ahead of plan. Consider reviewing your equity concentration — tech sector now represents 68% of your portfolio.

Every change you make — a new milestone, a salary update, a vesting event — updates your full financial picture in real time. No spreadsheets. No waiting for your advisor to return your call.

Transparent Pricing

The fee difference isn't a rounding error.

On a $500,000 portfolio, the difference between 1% and 0.25% AUM is $3,750 every year. That alone is meaningful. But compounded over 20 years — assuming 7% annual growth — the gap grows to closer to $135,000. That's not a fee. That's a year of retirement.

We charge 0.25% because we can. AI eliminates the overhead that forces traditional advisors to charge 1%. You get the same fiduciary standard and comprehensive planning — at a fraction of the cost.

$135k
saved over 20 years · $500k portfolio
Industry fee (1% AUM) $5,000 / yr
7figs.ai fee (0.25% AUM) $1,250 / yr
Annual savings $3,750 / yr
Compounded over 20 years ~$135,000
How It Works

The AI handles the intelligence. Humans handle the accountability.

This is not a chatbot. It's a supervised advisory model — a new category.

Capability
Financial Planner
Robo-Advisor
7figs.ai
Available 24/7
Limited
Knows your full situation
Sometimes
Equity & ESO modelling
At extra cost
Runs scenario comparisons instantly
Basic only
Fiduciary standard (legally required)
Varies
Varies
Always
No sales relationship or commissions
Often not
Sometimes
Never
Why You Can Trust It

Regulated, supervised, and on your side.

⚖️
Beta — Educational, Not Advice
7figs.ai is in beta. Nothing here is financial, investment, tax, or legal advice, and using 7figs.ai does not create an advisory relationship. All content is for educational and informational purposes only — no commissions, no product sales.
🧑‍💼
Human Oversight on Every Recommendation
The AI drafts. Licensed advisors review. Every significant recommendation passes through a human professional before it reaches you. This is a supervised model, not a chatbot.
🔒
No Sales. No Commissions. Ever.
We don't sell products. We don't take commissions. Our only revenue is the advisory fee you pay. Your interests and our interests are the same.

Keep $135,000 where it belongs.

Join the beta — free while in beta. After that: $10/month (or $100/year) for planning, 0.25% AUM for investment management.

Private Beta Beta $10/Mo or $100/Yr Planning 0.25% Advisory

Free while in beta · Then $10/month or $100/year · 0.25% advisory · No advisor calls