Financial Advisor Agent
Query this niche via MCP
market_report({ query: "Financial Advisor Agent", response_mode: "summary" })Agents · median
MCP servers · median
All plans — Agents vs MCPs
each dot = one provider · log scaleNo providers priced at the All tier yet.
All plans
0 pricedProvidervs its cohort medianMonthly
Position is relative to the provider's own delivery-type median at this tier — never a blended one.
What the figures on this page are. This page is Agentery's fixed-niche view of Financial Advisor Agent (latest observation 2026-10-15T03:43:03.005Z). The headline medians above are computed from that data per delivery type and buyer-tier tab: on a tier tab, the median of each provider's plan at that tier; on “All”, every priced plan point across tiers pooled. Small cohorts show as “too few” rather than a median. The embedded response below is the broader fixed-niche report: its
by_provider_type.*.median pools all tiers, pricing.byPersona.* is per buyer tier, and the unit cohorts (e.g. Pro flat) are per tier and billing unit — so those blocks legitimately differ from one headline figure. Over MCP today the advertised tools are market_report (a semantic neighbourhood for your query, not this fixed niche) and price_benchmark (query/task); niche_report stays callable as a legacy alias. Their cohorts are defined differently, so their numbers can differ from this page.market_reportprice_benchmark
See the MCP response behind this pagefixed-niche report (legacy niche_report alias, full mode) — broader than the headline figure
{
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"parent_sector": "financial-services",
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}
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"recommended_cohort": null,
"recommendation_reason": "Choose the cohort according to the commercial delivery type being assessed.",
"fallback_context": null,
"context_note": null
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"crowding_level": "emerging",
"observed_node_count": 5,
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{
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{
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],
"coverage": {
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},
"quoteOnlyProvidersByTier": {
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"movement": {
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"kind": "composition",
"narrative": "Composition change (average moved, but no agent changed its price): 1 stopped showing a public price."
},
"index_series": {
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{
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{
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{
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{
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],
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"methodology": "Chained daily price index, base 100 on the first priced scan day (29 Jun 2026). The overall index is the COMPOSITE of the four buyer-tier indices (individual / pro / team&sme / enterprise): each day it moves by the equal-weighted average of the tiers' moves. Each tier index is like-for-like — only agents priced on both consecutive scan days (per-agent ratios, geometric mean, clipped to [0.2, 5]) — so composition changes (agents revealing or hiding prices) can never move it."
},
"top_agents": [
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"price": {
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"billing_note": "the pricing page has a \"PAY MONTHLY PAY ANNUALLY Save up to 20% with\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
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"notes": [
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"lines": [
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{
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{
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{
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"summary": "From $50/mo ($50 per advisor/month × 1) (billing period unverified: page has a Monthly/Annual toggle). Jump lists Meet at $100 per advisor per month and Onboard and Grow at $50 per advisor per month, with Enterprise pricing available through sales."
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{
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{
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"url": "https://hellotars.com/ai-agents/financial-advisor-prospect-capture-agent",
"short_summary": "engages financial advisory website visitors, answers initial planning questions, captures lead contact details, and books consultations",
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},
"currency": "USD",
"notes": [
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],
"lines": [
{
"name": "Freemium",
"price": "$0 /month",
"kind": "free",
"billed": "monthly"
},
{
"name": "Premium",
"price": "$499 /month",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Enterprise",
"price": "Custom Pricing",
"kind": "custom"
}
]
},
"observed": true,
"billing": "freemium",
"lowest_monthly_usd": 499,
"monthly_usd": 499,
"headline": "Free plan; paid from $499/mo (billing period unverified: page has a Monthly/Annual toggle)",
"summary": "Free plan; paid from $499/mo (billing period unverified: page has a Monthly/Annual toggle). Tars offers a free tier, a $499/month Premium plan, and custom-priced Enterprise service."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "meet_warren",
"name": "Warren",
"url": "https://meetwarren.co.uk",
"short_summary": "Creates long-term holistic UK financial plans, structures finances around goals, and answers what-if financial questions via natural conversation",
"price": {
"commercial": {
"currency": "GBP",
"notes": [
"prices in GBP as published; USD figures are conversions at 2026-10-14"
],
"lines": [
{
"name": "Initial consultation",
"price": "£0",
"kind": "free",
"billed": "monthly"
},
{
"name": "Detailed financial plan",
"price": "£149",
"kind": "one_off",
"billed": "one_off"
}
]
},
"observed": true,
"billing": "one-time",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free; Detailed financial plan £149 (one-time)",
"summary": "Free; Detailed financial plan £149 (one-time). Warren offers a free initial consultation and a £149 one-time detailed financial plan that includes a year of proactive support."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "savingslast",
"name": "Savingslast",
"url": "https://savingslast.com/ai/",
"short_summary": "Free US retirement calculators as MCP tools, the same engines that run on savingslast.com: how long money lasts, the IRS 72(t) SEPP payment (matches the IRS's…",
"price": {
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Free",
"price": "0USD",
"kind": "free",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"summary": "Free. SavingsLast for AI assistants is explicitly free to use with no key or sign-up required."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "savvy_intelligence",
"name": "Savvy Intelligence",
"url": "https://savvywealth.com/savvy-intelligence",
"short_summary": "Runs AI agents for financial advisors that perform scenario modeling, tax strategy, financial planning, meeting prep, and client communications on a unified vi…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public SaaS pricing was observed; the pricing URL returns a page-not-found message."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "securelend_market",
"name": "Securelend Market",
"url": "https://securelend.ai/compare",
"short_summary": "surfaces loan products in AI search interfaces and routes qualified borrower intent to lenders",
"price": {
"commercial": {
"entry_offer": {
"line": "Analyst",
"monthly_native": 1500,
"monthly_usd": 1500,
"commitment": "monthly",
"basis": "$1,500/month",
"billing_verified": true
},
"currency": "USD",
"lines": [
{
"name": "Analyst",
"price": "$1,500/mo",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Heavy",
"price": "$3,000/mo",
"kind": "base_subscription",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "subscription",
"lowest_monthly_usd": 1500,
"monthly_usd": 1500,
"headline": "From $1,500/mo",
"summary": "From $1,500/mo. SecureLend lists two monthly subscription plans at $1,500/mo and $3,000/mo, each with a 7-day trial."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "owl_retirement_planner",
"name": "Owl Retirement Planner",
"url": "https://github.com/mdlacasse/Owl",
"short_summary": "Open-source retirement planning optimizer using mixed-integer linear programming. Integrates with AI assistants (Claude, Gemini, Cursor) via MCP to optimize So…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No reliable public SaaS pricing was identified for Owl on the supplied GitHub homepage."
},
"evidence_quality": "unclear",
"upvotes": 0
},
{
"agent_id": "portfoliopilot",
"name": "Portfoliopilot",
"url": "https://globalpredictions.com/",
"short_summary": "AI-powered financial advisor that analyzes linked investment, retirement, crypto, and real estate accounts to provide portfolio insights and personalized recom…",
"price": {
"commercial": {
"currency": "USD",
"lines": [
{
"name": "PortfolioPilot",
"price": "Free",
"kind": "free",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"summary": "Free. PortfolioPilot is explicitly free for individuals, while pricing for PortfolioPilot Pro and GP API is not publicly shown."
},
"evidence_quality": "unclear",
"upvotes": 0
}
],
"platforms_also_here": [
{
"agent_id": "ctrader_ai_agent_connect",
"name": "cTrader AI Agent Connect",
"url": "https://www.financemagnates.com/forex/technology/spotware-opens-ctrader-to-ai-agents-as-mcp-wave-catches-up-with-retail-trading/",
"short_summary": "lets AI agents place trades, manage positions, run technical analysis, and control charts on the cTrader platform via natural-language prompts",
"price": {
"commercial": {
"currency": "EUR",
"notes": [
"prices in EUR as published; USD figures are conversions at 2026-10-14"
],
"lines": [
{
"name": "Quarterly Intelligence Reports",
"price": "510 EUR",
"kind": "one_off",
"billed": "one_off"
}
]
},
"observed": true,
"billing": "one-time",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Quarterly Intelligence Reports €510 (one-time)",
"summary": "Quarterly Intelligence Reports €510 (one-time). Finance Magnates lists its Quarterly Intelligence Report at 510 EUR as a one-time purchase."
},
"home_niche": "algorithmic-trading-bot",
"also_covers": true,
"upvotes": 0
},
{
"agent_id": "marketbot",
"name": "Marketbot",
"url": "https://github.com/EthanAlgoX/MarketBot",
"short_summary": "Finance-customized AI agent for market intelligence, trading analysis, and decision support. Skill-based runtime for financial analysis with market domain serv…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public pricing is shown in the supplied homepage context."
},
"home_niche": "market-intelligence-research",
"also_covers": true,
"upvotes": 0
}
],
"page_url": "https://agentery.com/market/financial-advisor-agent",
"summary": {
"niche": "financial-advisor-agent",
"sector": "financial-services",
"pricing_by_provider_type": {
"headline": "No published benchmark for financial-advisor-agent yet — too few comparable priced providers.",
"benchmarks": [],
"warnings": [
"No priced providers meet the benchmark bar for this scope."
],
"full_pricing_via": {
"tool": "price_benchmark",
"arguments": {
"niche": "financial-advisor-agent"
},
"note": "add provider_type + buyer_tier for a specific cohort"
}
},
"page_url": "https://agentery.com/market/financial-advisor-agent",
"counts": {
"listings_with_price_capture": 9,
"listings_with_observed_public_price": 6,
"providers_with_numeric_monthly_price_latest_scan": 1,
"like_for_like_comparable_pairs": 1
},
"movement": {
"d": {
"published": false,
"value_pct": null,
"held_reason": null
},
"w": {
"published": false,
"value_pct": null,
"held_reason": null
},
"m": {
"published": false,
"value_pct": null,
"held_reason": null
}
},
"pricing_version": "cohorts-1",
"pricing_status": "observed_offers_only",
"pricing_by_tier": null,
"observed_offers": [
{
"billing": "monthly",
"unit": "flat",
"count": 3,
"offers": [
{
"provider": "financial_advisor_agent_tars",
"tier": "pro",
"billing": "monthly",
"unit": "flat",
"price": "$499 /month",
"monthly_usd": 499
},
{
"provider": "securelend_market",
"tier": "enterprise",
"billing": "monthly",
"unit": "flat",
"price": "$1,500/mo",
"monthly_usd": 1500
},
{
"provider": "securelend_market",
"tier": "enterprise",
"billing": "monthly",
"unit": "flat",
"price": "$3,000/mo",
"monthly_usd": 3000
}
]
},
{
"billing": "one_time",
"unit": "flat",
"count": 1,
"offers": [
{
"provider": "meet_warren",
"tier": "team_sme",
"billing": "one_time",
"unit": "flat",
"price": "£149",
"monthly_usd": null
}
]
},
{
"billing": "unspecified_period",
"unit": "flat",
"count": 2,
"offers": [
{
"provider": "financial_advisor_agent_tars",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Custom Pricing",
"monthly_usd": null
},
{
"provider": "jump_ai",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Contact sales",
"monthly_usd": null
}
]
}
],
"pricing_coverage": {
"listings_with_price_capture": 9,
"listings_with_observed_public_price": 6,
"normalized_observations": 3,
"comparable_providers": 2,
"strict_cohorts": 0,
"exclusion_reasons": {
"one_time": 1,
"ambiguous_cadence": 2,
"unrankable_or_unparseable": 3
}
},
"pricing_note": "No comparable cohort formed (a benchmark needs >=2 providers sharing a buyer tier AND billing unit). observed_offers lists the REAL provider offers, grouped and labelled by billing type — each is a single observed price, never aggregated across mixed units, periods or tiers.",
"pricing_excluded_observations": {
"one_time": 1,
"ambiguous_cadence": 2,
"unrankable_or_unparseable": 3
},
"billing_mix": {
"one-time": 1,
"free": 2,
"subscription": 2,
"freemium": 1
},
"free_tier_share": 0.5,
"top_providers": [
{
"agent_id": "jump_ai",
"name": "Jump",
"price": {
"commercial": {
"entry_offer": {
"line": "Grow",
"monthly_native": 50,
"monthly_usd": 50,
"commitment": "monthly",
"basis": "$50 per advisor/month × 1",
"billing_verified": false,
"billing_note": "the pricing page has a \"PAY MONTHLY PAY ANNUALLY Save up to 20% with\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
},
"currency": "USD",
"notes": [
"billing period unverified: the pricing page has a \"PAY MONTHLY PAY ANNUALLY Save up to 20% with\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
],
"lines": [
{
"name": "Meet",
"price": "$100 per advisor/mo",
"kind": "base_subscription",
"unit": "advisor",
"billed": "monthly"
},
{
"name": "Onboard",
"price": "$50 per advisor/mo",
"kind": "base_subscription",
"unit": "advisor",
"billed": "monthly"
},
{
"name": "Grow",
"price": "$50 per advisor/mo",
"kind": "base_subscription",
"unit": "advisor",
"billed": "monthly"
},
{
"name": "Enterprise",
"price": "Contact sales",
"kind": "custom"
}
]
},
"observed": true,
"billing": "subscription",
"lowest_monthly_usd": 50,
"monthly_usd": 50,
"headline": "From $50/mo ($50 per advisor/month × 1) (billing period unverified: page has a Monthly/Annual toggle)",
"summary": "From $50/mo ($50 per advisor/month × 1) (billing period unverified: page has a Monthly/Annual toggle). Jump lists Meet at $100 per advisor per month and Onboard and Grow at $50 per advisor per month, with Enterprise pricing available through sales."
},
"observed": true
},
{
"agent_id": "optionsahoy",
"name": "OptionsAhoy",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public SaaS pricing plans or subscription rates are shown in the supplied page content."
},
"observed": false
},
{
"agent_id": "financial_advisor_agent_tars",
"name": "Financial Advisor Prospect Capture Agent",
"price": {
"commercial": {
"entry_offer": {
"line": "Premium",
"monthly_native": 499,
"monthly_usd": 499,
"commitment": "monthly",
"basis": "$499/month",
"billing_verified": false,
"billing_note": "the pricing page has a \"Billed Monthly Billed Yearly 17% off\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
},
"currency": "USD",
"notes": [
"billing period unverified: the pricing page has a \"Billed Monthly Billed Yearly 17% off\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
],
"lines": [
{
"name": "Freemium",
"price": "$0 /month",
"kind": "free",
"billed": "monthly"
},
{
"name": "Premium",
"price": "$499 /month",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Enterprise",
"price": "Custom Pricing",
"kind": "custom"
}
]
},
"observed": true,
"billing": "freemium",
"lowest_monthly_usd": 499,
"monthly_usd": 499,
"headline": "Free plan; paid from $499/mo (billing period unverified: page has a Monthly/Annual toggle)",
"summary": "Free plan; paid from $499/mo (billing period unverified: page has a Monthly/Annual toggle). Tars offers a free tier, a $499/month Premium plan, and custom-priced Enterprise service."
},
"observed": true
},
{
"agent_id": "meet_warren",
"name": "Warren",
"price": {
"commercial": {
"currency": "GBP",
"notes": [
"prices in GBP as published; USD figures are conversions at 2026-10-14"
],
"lines": [
{
"name": "Initial consultation",
"price": "£0",
"kind": "free",
"billed": "monthly"
},
{
"name": "Detailed financial plan",
"price": "£149",
"kind": "one_off",
"billed": "one_off"
}
]
},
"observed": true,
"billing": "one-time",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free; Detailed financial plan £149 (one-time)",
"summary": "Free; Detailed financial plan £149 (one-time). Warren offers a free initial consultation and a £149 one-time detailed financial plan that includes a year of proactive support."
},
"observed": true
},
{
"agent_id": "savingslast",
"name": "Savingslast",
"price": {
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Free",
"price": "0USD",
"kind": "free",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"summary": "Free. SavingsLast for AI assistants is explicitly free to use with no key or sign-up required."
},
"observed": true
}
],
"suggested_next_calls": [
{
"tool": "price_benchmark",
"arguments": {
"niche": "financial-advisor-agent"
},
"purpose": "full observed price distribution + per-tier medians for this niche"
},
{
"tool": "niche_report",
"arguments": {
"niche": "financial-advisor-agent",
"response_mode": "full"
},
"purpose": "the complete report incl. index series and tier decomposition"
},
{
"tool": "suggest_alternatives",
"arguments": {
"agent_id": "jump_ai"
},
"purpose": "comparable (optionally cheaper) providers to a named agent"
},
{
"tool": "get_agent_profile",
"arguments": {
"agent_id": "jump_ai"
},
"purpose": "full profile, integrations and pricing for one provider"
}
]
}
}Full market
5 providers, one sortable view
Dense enough for many listings; progressive disclosure keeps mobile usable.
ProviderTypeFromVs niche medianLiveness
JumpTransforms client meetings, emails, and documents into notes, automated follow-ups, structured data, compliance-ready documentation, and surfaces growth opport…
SavingslastFree US retirement calculators as MCP tools, the same engines that run on savingslast.com: how long money lasts, the IRS 72(t) SEPP payment (matches the IRS's…Showing only providers with a published price or a free plan. $29 = lowest observed monthly · Free = free to use · Free tier = free plan + paid options.