Ready to get started?

Find the perfect fit for your financial goals

Basic Plan


Carry Solo 401k, IRAs & Brokerage Accounts
Security and compliance monitoring
No AUM fees
30-day refund guarantee
Eligible business expense for your taxes
Most Popular

Pro Plan

$999 $499/year

Everything included in the Basic Plan, plus:
Self-directed IRAs
Chat with financial advisor
Custom financial plan

VIP Plan

$6,000 - $18,000/year

Everything included in the Pro Plan, plus:
Personalized planning with an expert to identify top tax-saving opportunities
Done-for-you execution to set up your business entity, payroll and bookkeeping
Tax filing for personal and business returns to ensure maximum savings

Best for business owners earning $200k+ in profit annually. Limited spots, by application only.

Try Carry for 30 days and if it isn't for you, get fully refunded - no questions asked.