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Boldin pricing: every plan and what it includes

Boldin has a free tier, and paid plans from $144. This page lists every tier, what each one includes, and the things the price does not cover.

Information, not financial advice. Prices and terms change; check the source before you buy.

What Boldin costs

Boldin charges $144 per year, rising to $3,200 per one-off on the top tier. There is a free tier below that. Verified 21 July 2026.

The plans, side by side

Boldin plans, with what each plan includes and excludes.
BasicPrice$0per yearIncluded
  • Build a personalised plan
  • Basic planning answers
  • Try what-if scenarios
Not included
  • Account linking
  • Tax projections and Monte Carlo analysis
  • Unlimited Boldin AI
PlannerPlusPrice$144per yearIncluded
  • Everything in Basic
  • Account linking and 100-plus additional inputs
  • Roth conversion explorer and tax projections
  • Monte Carlo analysis, multiple scenarios and scenario comparison
  • Detailed budgeting and live classes
Not included
  • UK pension, ISA and tax modelling
  • One-to-one adviser work, which is priced separately
Boldin AdvisorsPrice$3,200one-off paymentIncluded
  • A written plan from a Certified Financial Planner professional
  • Portfolio analysis, withdrawal strategy, cash flow planning and stress testing
Not included
  • UK regulated advice
  • Free tier: yes. The Basic tier is free and builds a genuine plan, which is more than most free tiers in this category offer.
  • Billing currency: Boldin bills in US dollars, so a UK card is charged an FX fee on top at every renewal.

Prices taken from Boldin’s own pricing page(opens in a new tab), checked 21 July 2026.

What Delphina costs

Priced in pounds, billed monthly, cancel whenever. No percentage of your pot.

Free
£0per month
Wealth Builder
£9.99per month
Investor
£19.99per month

Full Delphina pricing (https://delphina.money/pricing)

Which plan you would actually be on

  • Basic at $0 per year is the tier that covers build a personalised plan.
  • PlannerPlus at $144 per year is the tier that covers everything in basic.
  • Boldin Advisors at $3,200 per one-off is the tier that covers a written plan from a certified financial planner professional.

Boldin suits us savers who want deep retirement modelling and are happy to drive it themselves, so that is the lens to pick a tier through.

What the price does not cover

  • Boldin bills in US dollars, so a UK card is charged an FX fee on top at every renewal.
  • The Basic tier is free and builds a genuine plan, which is more than most free tiers in this category offer.
  • Account linking
  • Tax projections and Monte Carlo analysis
  • Unlimited Boldin AI

Feature by feature

This page is about price. For the feature-by-feature comparison, see Delphina vs Boldin.

Where Delphina fits

Delphina's Free plan is £0 with no time limit and no card. Wealth Builder is £9.99 a month, Investor £19.99, both billed in pounds.

Boldin is the strongest tool in this batch for anyone planning a US retirement, and the free tier is unusually generous. For a UK saver the entire tax and account model is wrong: there is no ISA, no SIPP, no annual allowance. Delphina does the same job with UK rules, priced in pounds at Free, £9.99 a month or £19.99 a month.

See Delphina's plans

Check where you actually stand

More on Boldin

Boldin: common questions

Boldin costs $144 per year. Prices were checked on 21 July 2026.

Worth knowing before you pay for anything

Whichever tool you buy, the question underneath is whether you are saving enough. Delphina answers that using your real pensions, ISAs and investments, and the free plan covers it.

Free plan: create an account, no card, no expiry. Takes about two minutes.