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Join the platform of choice for RIAs who want modern technology, lower fees, and more time to do the real work of advising clients.

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No need to pick between plans, or pay more for increased access. We've made it so all advisors get exactly what they need: everything.

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$50per advisor user/month,
when paid annually*

One plan gives you unlimited access to all of Hazel’s capabilities.

Watch your firm thrive while Hazel writes follow-up emails, parses documents, does in-depth meeting prep, transcribes notes, integrates with your CRM, answers complex questions about your practice, and more.

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*$60/user/mo when paid monthly.

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Share Hazel’s magic with the rest of your team.

Easily give your team access to Hazel’s search tools—while advisors keep the more advanced meeting features.

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*$20/user/mo when paid monthly.

For advisors who custody with us:

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60-day free trial.

Free 60-day trials begin when the first person at your firm initiates the free trial offer.

Financial advisor using Hazel

For advisors who don’t custody with us:

Sign up for your 30-day free trial today.

Free 30-day trials begin when the first person at your firm initiates the free trial offer.

Financial advisor using Hazel

Free trial periods begin when the first user at your firm activates the offer. For firms that custody with participating partners, the trial period is 60 days; for firms that do not custody with participating partners, the trial period is 30 days. At the end of the applicable trial period, your subscription will automatically convert to a paid plan at the then-current rate unless canceled before the trial ends. Features available during the trial are the same as those included in a standard subscription and remain subject to usage limits and service availability.

Altruist Financial LLC
3030 S La Cienega Blvd
Culver City, CA 90232
USA

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck