Pricing

Below the 0.25% AUM benchmark — with a transparent $19/month tier.

No payment for order flow. No platform fees on top. One subscription per account. Quillwright Pro runs the same fiduciary-grade agent on every balance in the $25K–$500K band.

Quillwright Pro
month
$19/ month

One subscription unlocks every paid surface — agent console, quarterly plain-English plan, harvest alerts, and proactive rebalancing.

  • Real-time agent dashboard — every holding, drift, and harvest in plain view
  • Quarterly plain-English plan — what the agent did, watched, and recommends next
  • Loss-harvest alerts — only when a wash-sale-respecting opportunity is actionable
  • Allocation drift caught before it crosses 1.5% of your policy band
  • Roth conversion timing — projected bracket math, not blanket advice
  • Cancel anytime — month-to-month, no annual lock-up

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Cancel anytime

The subscription is month-to-month with no annual commitment. Cancel from your billing portal in two clicks; the agent stops at the end of the period you've already paid. No cancellation fees, no pro-rated clawbacks, no "are you sure" flow.