Everyone deserves access to the best financial planning tools and advice.
Whether you're a beginner just starting out, a seasoned investor, or a high-net-worth individual with complex needs, we have a plan tailored just for you. Our subscription tiers are designed to provide you with the guidance, tools, and insights necessary to take control of your financial future and build lasting wealth.
Annual Subscriptions Plans
Standard
$299
Billed Annually
Ideal for:
Individuals seeking expert financial guidance with occasional check-ins.
Features
Celerey dashboard with personalized insights & goal tracking
Two private advisory sessions per year
Access to finance guides, market reports & expert content
Discounts on events, services & exclusive offers
Pro
$1,499
Billed Annually
Ideal for:
Wealth builders seeking expert guidance and proactive financial strategy.
Features
Includes all Standard features, plus:
Advanced investment insights & analysis
Four flexible advisory sessions per year
Priority access to events, workshops & webinars
Complimentary entry to elite networking events
Exclusive global investment opportunities
Elite
$4,999
Billed Annually
Ideal for:
Individuals seeking elite advisory services, premium networking, and hands-on financial strategy support.
Features
Includes all Pro features, plus:
Unlimited private advisory sessions (in-person optional)
Exclusive invitations to high-net-worth networking events
Discounted access to wealth-matching services
VIP insights into emerging investments & private markets
Dedicated concierge financial advisory support
Open a Celerey Account
Annual Subscriptions Plans
Standard
$299
Billed Annually
Ideal for:
Individuals seeking expert financial guidance with occasional check-ins.
Features
Celerey dashboard with personalized insights & goal tracking
Two private advisory sessions per year
Access to finance guides, market reports & expert content
Discounts on events, services & exclusive offers
Pro
$1,499
Billed Annually
Ideal for:
Wealth builders seeking expert guidance and proactive financial strategy.
Features
Includes all Standard features, plus:
Advanced investment insights & analysis
Four flexible advisory sessions per year
Priority access to events, workshops & webinars
Complimentary entry to elite networking events
Exclusive global investment opportunities
Elite
$4,999
Billed Annually
Ideal for:
Individuals seeking elite advisory services, premium networking, and hands-on financial strategy support.
Features
Includes all Pro features, plus:
Unlimited private advisory sessions (in-person optional)
Exclusive invitations to high-net-worth networking events
Discounted access to wealth-matching services
VIP insights into emerging investments & private markets
Dedicated concierge financial advisory support