Affordable financial planning

Simple and transparent pricing

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Membership benefits

  • Checkup with a Certified Financial Planner™

    Am I saving enough? Am I on track to reach my goals? Am I doing ok? Much like your yearly physical with a doctor, a Certified Financial Planner™ looks over your situation and gives you an assessment of your financial health.

  • Actionable financial plan

    Saving for a house? Dreaming of retiring at 50? Looking to maximize your money? Tell us more about your goals, and we can help you understand what it will take to get there, with straightforward steps. And, we’ll update your plan as your situation changes.

  • Personalized investment portfolio

    Whether you’re just starting to save or already have a lot invested, we’ll review your current investments and recommend a strategy based on your goals and financial situation. Or, ask us to manage your portfolio and we’ll seamlessly adjust your investments as your financial plan evolves. Members get their first $100,000 managed free of charge (a $250 value). Learn more about Grove Invest.

  • More access to expert advice

    Whether you have questions as you check off your to-do’s or simply want someone to help keep you accountable, Grove’s advisors are here for you. Not sure what to do with your tax refund or how to make decisions for open enrollment? Email or message us anytime!

  • Smart financial dashboard

    Sync your accounts to get a clear view of your money. Login to your dashboard and see your numbers, like your net worth, change over time as you make progress toward your goals.

  • Fiduciary

    Grove is a Registered Investment Advisor and we hold ourselves to the fiduciary standard of care – to act solely in your best interest when offering personalized financial advice.

We can help you do
the right thing with your money

Your membership

$600

Per year

$50 per month billed annually

Essential like...

Daily coffee

Starbucks Coffee

$766

Per year 1

Staying fit

Classpass membership

$480–$1,380

Per year 2

Staying fit

Weekly SoulCycle class

$1,420

Per year 3

Staying fit

Equinox membership

$1,980

Per year 4

Our mission

Affordable and Accessible Financial Advice

Doing the right thing with your money early helps set you up for your financial future. That’s why we created Grove, a service where you don’t need to already have half a million dollars to invest before you can join.

Grove Traditional advisor Hourly planner
Client requirement None $500,000 invested with your advisor 5 None
Pricing model Annual membership Percentage of investments managed Upfront plan fee + monthly retainer
Cost $600 per year $5,000+ per year $3,500+ per year 6

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2018 Personal Finance Guide

9 things you need to do to get your finances in order

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The Guide to Your 2018 Personal Finances

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2018 Personal Finance Guide

9 things you need to do to get your finances in order