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
FREE
Your Wealth Journey Starts Here
Curious about your financial health? Ready to get organized, but not sure where to start? Celerey Free is the perfect first step.
What You Get, Absolutely Free:
Your Personalized Financial Health Check
Instantly understand your current financial position and identify key areas to improve.
Access to Your Private Wealth Dashboard
Track your income, spending, investments, and net worth—all in one place.
Smart Insights Backed by AI
Get simple, actionable suggestions to grow your wealth and build financial stability.
Free Intro Session with a Celerey Advisor
Talk to a real human who understands where you are—and where you want to go.
100% Confidential. 100% Judgment-Free.
We meet you where you are, no matter your background or bank balance.
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