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Fidelity Planning & Guidance Center pricing

Free#2 of 26 in Retirement Planning Software

1 plan · prices checked 19 Sep 2026

8.6/10Editor score
Fidelity Planning & Guidance Center8.6 Visit Fidelity

Fidelity Planning & Guidance Center pricing at a glance

Plans Free planFree Free to use — no paid tier required for the core job.
See plans on fidelity.com

Fidelity Planning & Guidance Center plans & pricing

PlanPriceKey limits
Planning & Guidance CenterFree
  • No fee to generate a plan
  • Retirement and other financial goal planning
  • Hypothetical analysis and what-if scenarios

Prices as published by the vendor on fidelity.com, checked 19 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Integrations
    3 integrations: Fidelity accounts, Fidelity workplace savings plans, External financial institution accounts via Full View
  • Free plan
    Yes
  • Paid from
    None
  • Tax modeling
    Detailed

Our full Fidelity Planning & Guidance Center verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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