Here’s everything included with an Carry account

All inclusive for one simple price. No hidden fees, no fees on your assets under management.

Integrated Brokerage

Alternative Investments

No-Fee Robo-advisor

Financial Plan

Ask Your Advisor

Carry Courses

Tool Tips & Education

World Class Service

Carry Retirement & Investment Accounts

Carry’s investment accounts are powerful, intuitive, and come with ZERO AUM fees.

Solo 401k

The most powerful retirement plan for business owners and self-employed individuals. Learn more

Contribute up to $66,000 with tax-free compounding and invest in virtually any asset class (including alternative assets). The Carry Solo 401k comes loaded with premium features such as a Roth account, support for a mega backdoor Roth conversion, solo 401k loan access, rollover support, and world class customer support and educational materials.


Traditional and Roth individual retirement accounts available for anyone with an earned income. Learn more

Enjoy tax-free or tax-deferred growth potential on your investment profits with an Carry IRA. Contribute up to $6,500 and get a tax deduction through an Carry traditional IRA or take tax-free withdrawals in retirement with an Carry Roth IRA. Withdraw your contributions (principal) from your Roth IRA at any age without penalties.

Brokerage Accounts

Regular taxable investment accounts with no contribution limits.

Maxed out your retirement plans or prefer to invest without any contribution limits? Use Carry’s investment accounts to invest in stocks, ETFs, and mutual funds seamlessly through our integrated brokerage account and no-fee robo-advisor.

Intuitive Reporting Dashboard

Performance tracking made easy.

Carry’s beautiful, intuitive investment dashboard makes keeping track of your accounts and performance easy. Track all of your retirement plans, contributions, and investment performance through a single dashboard.

Integrated Brokerage Account

Invest in traditional assets directly from your Carry account.

No need to open 3rd party brokerage accounts. Your integrated brokerage account is created automatically for you when you open an Carry account. Invest in stocks, bonds, mutual funds, and ETFs straight from the Carry app.

Alternative Investments

We provide guidance and access to some of the best alternative asset classes to invest your Carry accounts.

Diversify your portfolio with investments beyond traditional assets. We’re making it increasingly easy to invest your Carry accounts in alternative asset classes like real estate, crypto, and startups.

No-Fee Robo-Advisor

Automate your investing. Available on all Carry investment and retirement accounts.

Carry’s robo-advisor has ZERO AUM fees. Answer a few simple questions and we’ll automatically build a smart, optimized portfolio for you. Set up a recurring monthly or weekly contribution and your entire financial life is now on auto-pilot.

Customized Financial Plan & 24/7 Access to a Financial Planner

Your dedicated Carry financial planner will assess your finances, and build you a customized financial plan. Ask them questions anytime you need help.

Available in Carry Pro

Financial Plan

Get an in-depth roadmap and gameplan for your personal, business, and family’s finances, built by a financial planner.

Get a custom financial plan built for your specific financial situation and goals. You’ll get a clear overview of your current finances, and a detailed step-by-step blueprint on how to set yourself up for success with your personal finances. Additionally, you’ll get unlimited changes to your plan every time your situation changes.

Ask Your Advisor

Unlimited access to your very own dedicated financial planner.

Financial planners can charge between 0.25% to 1.5% on your assets. Hourly fees can range between $100 to $500 per hour, and a “per-financial-plan” arrangement could cost you between $1,000 to $3,000. With Carry, it’s all inclusive with your plan. Ask your Carry Financial Planner unlimited questions via email or chat, and receive expert guidance on pivotal decisions, like whether to buy a house or how to best optimize your retirement contributions for taxes.

World Class Customer Support & Education

Tool tips, education, a library of premium courses, and expert customer support always readily available to help you.

Carry Courses & Webinars

Premium courses to make you smarter about finance and business.

Learn more

Get access to Carry’s growing library of premium finance and business courses, taught by some of the world’s leading entrepreneurs, creators and money experts. It’s the ultimate hub for professionals looking to learn how to manage and grow their money without the overwhelm.

Tool Tips and Education

A unique in-app user experience with education baked in, so you can make every decision with confidence.

Throughout the Carry app, you’ll see links that pop up contextual education to help you understand certain complicated financial topics and make sure you’re never confused about any options, features or IRS terminology.

World Class Customer Support

IRS rules can be confusing. We keep track of all your contributions and make sure you’re in compliance, so you don’t have to.

Every Carry customer receives security & compliance monitoring, full onboarding support and account administration assistance. Our team is always readily available to help you if you have questions or need assistance with your account.

Ready to get started with Carry?


$299/ year

  • ✓ Carry Solo 401k Plan
  • ✓ Carry IRAs (Traditional + Roth)†
  • ✓ Security & compliance monitoring
  • ✓ On-demand courses + training
  • ✓ No AUM fees
  • ✓ 30-day refund guarantee
Create Account


$999/ year

  • ✓ Carry Solo 401k Plan
  • ✓ Carry IRAs (Traditional + Roth)†
  • ✓ Security & compliance monitoring
  • ✓ On-demand courses + training
  • ✓ No AUM fees
  • ✓ 30-day refund guarantee
  • ✓ Custom financial plan
  • ✓ Access to “Ask an Advisor”
  • ✓ On-going support and updates to financial plan
Create Account


$12,000 / year

  • ✓ Limited spots and by application only
  • ✓ Hands-on financial planning, execution and investment advice
  • ✓ For business owners earning $200k+ profit annually
  • ✓ No-fee investment management and advice
  • ✓ Sourcing, vetting and executing on boutique accredited investments
  • Click here to learn more
SOLD OUT (Join Waitlist)

What if Carry isn’t the right fit for you?

You can try out Carry for 30 days and if you feel it isn’t right for you, we have a no questions asked refund policy.