Holistiplan pricing
Plans and costs as of 2026-10-15, from the vendor's pricing page and the sources below.
Summary
- Starts at: $749/yr
- Model: Annual, tiered by household count
- Trial: 7 days
Watch for
- Household caps per tier
- Advisor focus
Plans
Every Holistiplan plan
Basic
From $749/yr
30 households
Premium
From $1,499/yr
Listed price
Top tier
Up to $15,499/yr
Listed price
Compare
Holistiplan price vs. alternatives
| Tool | Starting price | Free trial | Best for |
|---|---|---|---|
| Holistiplan | $749/yr | Yes | Firms and advisors offering tax planning reviews |
 Instead | Pricing by quote | Demo | Firms adding tax planning as a service |
FAQ
Holistiplan pricing FAQ
How much does Holistiplan cost?
Basic: From $749/yr (30 households); Premium: From $1,499/yr; Top tier: Up to $15,499/yr.
Does Holistiplan have a free trial?
Yes: 7 days.
How is Holistiplan priced?
Annual, tiered by household count.
What are cheaper alternatives to Holistiplan?
Instead: Pricing by quote.
Keep researching
Sources
Our analysis is based on vendor documentation and public reviews. Last verified 2026-10-15. Spot an error? Suggest a correction.
The Friday Prep Brief
One email a week: new AI tax tools, pricing changes, and what practitioners report. Five minutes, no hype.
Subscribe free →
Opens our beehiiv signup page. One email a week, unsubscribe anytime.