AdvisorShelf / Compare
Compare planning tools
Income Lab vs Cheshire Wealth Manager
The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.
$165.83
16 data in
Cheshire Wealth Manager
No connection detail listed
Cheshire Wealth Manager
Starting price
From $1,990/yr
No price found
One person, cheapest plan (our sum)
About $165.83 a month
Where the price came from
Checked on the vendor's site · Oct 6
No price on their site · looked Oct 6
Price on their own site
Yes
No
Firm size
Redtail
Data in checked
Schwab
Charles Schwab · Data in checked
Fidelity
Fidelity (via BridgeFT) · Data in checkedNational Financial Services (NFS, via BridgeFT) · Data in checked
Pershing
Pershing (via BridgeFT) · Data in checked
Altruist
Data in checked
TradePMR
Data in checked
SSG
SSG (via BridgeFT) · Data in checked
Interactive Brokers
Interactive Brokers (via BridgeFT) · Data in checked
Millennium Trust (via BridgeFT)
Data in checked
Connection costs
Checked on the vendor's site · Oct 6
Checked on the vendor's site · Oct 6
Leaving later
Cancel with the in-app cancellation form at least 3 days before the next billing date; no refunds, and access runs to the end of the paid period.
Checked on the vendor's siteNot found
Fits best if (our judgement)
Full profile