Mezzi Membership Plans: Free, Advisory, and Concierge

Overview

Mezzi has three membership plans. Free costs nothing and gives you your whole net worth in one place, with limited AI insights. Advisory ($39/month, or $33.25/month billed annually) adds unlimited tax, retirement, and investment advice. Concierge ($99/month, or $83.25/month billed annually) adds advanced AI for complex analysis, quarterly coaching check-ins, and setup help. Annual billing is cheaper on both paid plans.

📌 What You Need to Know

What each plan costs

Paying annually saves up to $189 a year. See Monthly vs. Annual Billing: What's the Difference?

Free: $0

The free plan is how you try Mezzi, and it has no time limit.

• Connect all your assets and liabilities

• Collaborate with a family member

• Analyze risk with X-Ray

• Limited AI insights: a set number of AI questions in a rolling 30-day window. See What Does "Monthly Limit Reached" Mean?

Advisory: $39/month, or $33.25/month billed annually

Everything in Free, plus:

• Unlimited tax, retirement, and investment advice

• 5 active Delegations

• Support by video, phone, and email

Advisory is the right plan if the AI is the reason you're here. It removes the question limit on every kind of advice.

Concierge: $99/month, or $83.25/month billed annually

Everything in Advisory, plus:

• Unlimited active Delegations

• Advanced AI for complex analysis

• Quarterly coaching check-ins

• Setup assistance

Concierge suits people with a complex financial picture, such as many accounts across employer plans, trusts, and alternative assets, who want a person to help set things up and check in regularly.

Important Notes

• Connections are unlimited on every plan, including Free. Connecting more accounts never costs more.

• Your data is the same on every plan. Net worth, allocation, performance, and X-Ray figures don't change with your plan. What changes is how much AI advice and human support you get.

• Collaborators: a collaborator on a paid member's account doesn't have the free plan's AI limit.

• Earlier plans: if you joined on an earlier Mezzi plan, you keep your current plan and price while your membership stays active.

🗨 Still Need Help?

If you're not sure which plan fits, email help@mezzi.com or text or call (415) 763-6997. Tell us roughly how many accounts you have and what you're trying to decide, and we'll tell you honestly whether a paid plan will help.