Pricing

Priced by households. Not seats.

Your advisors, ops team, and paraplanners should all be in the system. That's how nothing slips. So team members are unlimited on every plan, and you pay for the thing that actually scales with your practice: the households you serve.

Starter
For a practice getting its delivery system in place.
$149per month
Up to 75 households
  • Every feature — no feature gates, ever
  • Unlimited team members
  • White-glove onboarding included
  • Founder-led demo & setup call
Book a demo
Most common
Pro
For an established practice with a team executing the year.
$299per month
Up to 250 households
  • Everything in Starter
  • Priority support
  • Quarterly service-model review with our team
Book a demo
Enterprise
For multi-advisor firms running one standard of care.
$499per month
Up to 500 households
  • Everything in Pro
  • Multi-advisor workload views
  • Dedicated onboarding for each advisor's book
Schedule a Demo
Networks, OSJs & multi-firm rollouts

Above 500 households, or rolling CanyonOps out across member firms? We'll price it by conversation, not by calculator.

Talk to us
Every plan includes every feature — tiers are household counts, nothing else
Unlimited team members on all plans
White-glove onboarding included — your service model built with you
Month-to-month. Cancel anytime. Your data exports with you.

White-Glove Onboarding

Onboarding is done with you, not to you.

CanyonOps is founder-run, and every firm is onboarded personally by the team that runs the platform on its own practice. Before your first month is over:

01

Your service model, built together

We sit down with you and turn what you actually promise each tier of client into a working calendar. Start from proven frameworks or bring your own.

02

Your clients, imported

Households, tiers, and the year's work: loaded and scheduled before you touch a thing.

03

Your team, running

Assignments, priorities, and views set up per person. Your ops lead will know exactly what Monday looks like.

"I've done it on paper, but now I can put it on software and feel good about it. Thanks for sorting out this part of the business — it needed it."— Chris Cox, Brightside Wealth Management

The Math

One slipped promise costs more than a year of CanyonOps.

A missed RMD is a client apology and an IRS form. A missed annual review is an exam finding. A client who quietly concludes "I'm not sure what I'm paying for" is a transferred account.

The exam finding

"Show us this client's reviews for three years." You want that to be a click, not a scramble.

The quiet transfer

Clients don't leave loudly. They leave when the value goes invisible. The year-end letter makes it visible.

The Sunday night

"Did we do the thing for the Hendersons?" is not a retirement plan for you.

See how this compares to the CRM-plus-spreadsheets setup

Pricing Questions

The fine print, in plain English.

A household is a client unit you serve — typically a family with its accounts and entities grouped together. Prospects and proposals don't count against your band; you're only billed for households you're actually serving.
You move to the next band, prorated, with no repricing surprise. We'll tell you when you're close — you'll never find out from an invoice.
Yes — every plan, personally, by the team that runs CanyonOps on its own practice. There is no "implementation fee."
No. Unlimited team members on every plan. Charging per seat penalizes exactly the behavior that makes practices safe: putting everyone in the system.
Month-to-month; annual gets two months free. Cancel anytime, and your data — tasks, notes, audit history — exports with you.
Founding firms lock their rate for life. Ask us whether the cohort is still open.

More questions? The full FAQ covers the product, security, and the company.

Book a Demo

Twenty minutes. The founder. His live system.

Book a demo and see the exact platform that runs Canyon Strategic Wealth, then decide if it should run your firm.

Book a demo Ask a pricing question →