DashboardCategories

Ready to Explore More Value?

Discover insights across categories and connect with solutions that deliver measurable ROI

Browse All Categories

Platform

  • Dashboard
  • Categories
  • Organizations

Company

  • About
  • Careers
  • Contact
  • Privacy

© 2026 ValueHub. All rights reserved.

  1. Home
  2. Organizations
  3. Betterment
  4. Pricing
logo

Betterment

Overview
Case Studies & Documents
Pricing

Plan Breakdown

4

Variations

4

Base Plans

1

Annual Plans

0

Custom Plans

Betterment Pricing Plans

Investing (Digital)

Monthly

Basic investing plan

$4/month or$0% annually

Highlights

Expert-built portfolios
Ongoing advice
Tax-saving technology
Balances over $1M receive discounts

Key Features

Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed

Premium

Annually

For high net worth investors

$1% annual management fee

Highlights

Access to an advisor
Premium benefits
Balances over $1M receive discounts

Key Features

Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed

Cash Reserve

Monthly

High-yield cash account

No monthly fees

Highlights

High-yield cash account
No monthly fees

Key Features

Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed

Checking

Monthly

Fee-free checking account

No overdraft fees and ATM fees reimbursed (no monthly fees)

Highlights

No overdraft fees
ATM fees reimbursed

Key Features

Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed