Your personal
finance coach.
CFP-level expertise across investments, taxes, estate, and retirement. Honest guidance when you need it.
/ Our Philosophy
Advisors charge 1%.
We don’t.
Your financial well-being shouldn’t cost 1% of your future. On a $1M portfolio, that’s $10,000 every year. And for that fee, you’re often getting a quarterly phone call and a PDF of pie charts.
Alistair gives you the same CFP-level expertise for $4.99/month. No AUM fees. No conflicts of interest. No products to sell. Just honest, AI-powered financial guidance across every domain that matters — available whenever you need it.
/ Six Ways to Level Up
Serious expertise.
No serious fees.
Investment Strategy
Portfolio construction, asset allocation, and rebalancing guidance tailored to your goals and risk tolerance.
Tax Planning
Tax-gain harvesting, retirement account optimization, and strategies to minimize what you owe.
Estate Planning
Wills, trusts, beneficiary designations, and wealth transfer strategies for your legacy.
Retirement Planning
Income projections, withdrawal strategies, and Social Security optimization for a secure retirement.
Risk Management
Insurance analysis, emergency fund planning, and downside protection strategies.
Insurance Analysis
Coverage assessments across life, disability, long-term care, and property insurance.
/ Data Privacy
Your money.
Your data.
Most financial apps want you to link your accounts. We don’t. Alistair works with what you choose to share — a conversation, a document, a screenshot. No invasive access, no data mining, no surprises.
No bank connections
Alistair never links to your bank, brokerage, or any financial institution. No connections, no logins, no account access — ever.
You control what you share
Describe your finances in your own words, upload a document, or share a screenshot. You decide what Alistair knows.
Encrypted and private
Everything you share is encrypted at rest and in transit. Your data is visible only to you. We never sell it or use it to train models.
/ Simple Pricing
Start free.
Upgrade when ready.
Free
$0/month
7-day free trial of Pro included
- 30 messages per month
- Basic financial Q&A
- Investment strategy guidance
- Tax & retirement planning
- Risk management advice
- Document upload & analysis
- Portfolio tracking
- Personalized recommendations
Pro
$4.99/month
$49.99/year — save 16%
- Unlimited messages
- Everything in Free
- Document upload & analysis
- Portfolio tracking
- Personalized recommendations
- Estate planning tools
- Insurance analysis
- Priority model access
Ready to fire your advisor?
Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.
Try Alistair Free7-day free trial · No credit card required