What counts as a household?

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 plan; you're only billed for households you're actually serving.

What happens when I pass my plan’s household limit?

You move to the next plan. Household 101 moves you to Pro, and household 301 moves you to Enterprise. Above 500, every additional 100 households adds $100 a month. At 810 households, that’s $899 a month.

What if we use more AI than is included?

Your included usage resets every month. If you run out early, buy whatever amount you need, or turn on auto top-up so a set amount is added when your balance drops below a threshold you choose.

Is onboarding really included?

Yes — every plan, personally, by the team that runs CanyonOps on its own practice. There is no "implementation fee."

Do you charge per advisor or per seat?

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, or annual at a lower rate. Cancel anytime, and your data — tasks, notes, audit history — exports with you.

Pricing

Priced by households. Not seats.

Every feature, AI usage, and unlimited team members on every plan. You pay for the one thing that scales with your practice: the households you serve.

Starter

For a practice getting its delivery system in place.

$199per month

Up to 100 households

Every feature. No feature gates.

AI usage included

Unlimited team members

White-glove onboarding included

Choose Starter

or book a demo first

Most common

Pro

For an established practice with a team executing the year.

$299per month

Up to 300 households

Every feature. No feature gates.

AI usage included

Unlimited team members

White-glove onboarding included

Choose Pro

or book a demo first

EnterpriseDemo only

For multi-advisor firms running one standard of care.

$499per month

Up to 500 households

Every feature. No feature gates.

AI usage included

Unlimited team members

Above 500, add 100 households for $100/mo

Book a demo

How many households do you serve?180

101003005001,200

PRO$299/moUp to 300 households

Choose Pro

Every plan includes every feature. Tiers are household counts, nothing else.

AI usage included every month, on every plan

Unlimited team members on all plans

Month-to-month. Cancel anytime. Your data exports with you.

AI usage

Included every month. Top up when you need more.

Usage resets on the 1st of every month

Run out early? Add any amount you want

Or turn on auto top-up at a threshold you set

app.canyonops.ai/settings/usage

AI usage · October12% used

Included with your planResets Nov 1

ADD USAGE

Auto top-upAdd $50 when usage passes 90%

White-Glove Onboarding

Onboarding is done with you, not to you.

Every firm is onboarded personally by the team that runs the platform on its own practice. Before your first month is over:

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.

Your clients, imported

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

Your team, running

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

The Math

One slipped promise costs more than a year of CanyonOps.

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.

Pricing Questions

The fine print, in plain English.

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