Socialtrader fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Socialtrader charges a monthly fee of $9-$29 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $9-$29/mo
“$29.99 per month (standard subscription) $19.99 per month (promotional or limited-time offering, where applicable) $119.88 annually ($9.99/month equivalent) These services provide access to research tools, model portfolios, analytics, and related content.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Socialtrader bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Subscription fees are generally billed in advance on a recurring basis to the payment method authorized by the client and will continue until the client cancels the applicable service.”
- “Subscription-based fees are generally billed in advance or on a recurring basis to the payment method authorized by the client and will continue until the client cancels the applicable service.”
- “Asset-based advisory fees and other account-based fees are generally billed in arrears on a monthly basis, unless otherwise disclosed in the Service Election Record or applicable rider.”
About Socialtrader
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Subscription fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 31
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $73,145
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326985
- Phone
- (209) 732-8731
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.