Does Mezzi Charge a Percentage of My Assets?
Last updated: October 30, 2026
Overview
No. Mezzi charges a flat membership price, not a percentage of the assets you track, so what you pay doesn't go up as your portfolio grows. There's a free plan, and two paid plans: Advisory at $39 a month and Concierge at $99 a month, with lower prices if you pay yearly.
📌 What You Need to Know
Plan | Monthly | Annual |
|---|---|---|
Free | $0 | — |
Advisory | $39 | $399 ($33.25 a month) |
Concierge | $99 | $999 ($83.25 a month) |
The price is the same whether you connect $10,000 or $10 million in accounts.
The free plan lets you connect all your assets and liabilities, with limited AI insights. Paid plans add unlimited tax, retirement and investment advice.
What each plan includes is in Mezzi Membership Plans: Free, Advisory, and Concierge.
Important Notes
These are the prices on the web. In the iPhone app, prices come from the App Store and can differ by country.
Mezzi's fee is separate from the fees charged by the funds you own, such as expense ratios. See understanding fund fees in Mezzi.
For the difference between paying monthly and yearly, see monthly vs. annual billing.