The wealth advisor
you couldn't get —
until now.
Traditional advisors require $500K+ to take you on. WealthMore gives you a dedicated wealth advisor, an AI wealth coach, an investment portfolio matched to you, and a complete financial plan — for one flat fee.
Complete financial guidance
No commitment · Cancel anytime
Most people are building wealth alone. That’s the problem. The people who do better have guidance.
WealthMore gives you access to:
advisors, structured portfolios, and ongoing support - powered by AI.
No minimums. No management fees. Premium Advice+ $125/month.
Your advisor. Your AI. Your portfolio. Your plan.
THE SOLUTION
Your Advisor
Your dedicated wealth advisor - available when you need it
Your AI
Your AI wealth coach, Mora, tracks your progress
Your Portfolio
Advisor-led, personalized investing
Your Plan
Personal wealth plan across 7 areas
In 5 steps, you'll have your own advisor, AI, and investment portfolio - matched to you.
GET STARTED
1
CHOOSE YOUR ADVISOR
Browse our in-house wealth advisors. Pick the one that’s right for you.
2
VERIFY YOUR IDENTITY
Quick and secure. Takes less than a minute.
3
CHOOSE YOUR PLAN
Choose Premium Advice+
4
MATCH TO YOUR PORTFOLIO
A few quick questions so your advisor and portfolio are matched perfectly to you.
5
YOU’RE IN
Your advisor, Your AI, and personalized portfolio are ready. You're no longer doing it alone.
WHY IT MATTERS?
Investors with
advisors do
2X better*
*Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.You don’t have to navigate money alone.
Premium Advice+ members have a dedicated advisor, an AI wealth coach, and a complete financial plan.
Now it’s your turn.
First month free. No account minimum. No management fee. Cancel anytime.
WHY WEALTHMORE?
Most platforms are DIY. We’re advisor-led.
DIY gives you tools and leaves you alone. Traditional advisors give you access — if you can afford it. WealthMore gives you a team and a system.
Your Advisors
A dedicated advisor who knows you — matched to you, knows your goals, and your plan.
Available when you need- by text, DM, call, or meeting.
Advisor -Led Investing
Your investment portfolio designed and managed by our professionals. Not just an algorithm.
Advisor-led investing with insights, updates, and tips.
Mora — always on AI
Your AI wealth coach works alongside your advisor — keeping you on track between meetings, and always connected to your specific plan.
Built for Progress
Your Wealth Plan Puzzle tracks where you stand. Your annual goal and monthly challenges keeps you focused.
A system designed for progress.
One Flat Fee
Premium Advice+ $125/month — not 1% of your assets.
No management fees. No hidden fees.
Only one flat fee
Your Fiduciary
We’re a fiduciary — legally required to act in your best interest. Always.
In-house CFP® professionals. Not a third party.
NOT SURE?
See where you stand.
Take our 3-minute Wealth Plan assessment and find out exactly where to focus first.
It's free. And at the end you'll see exactly how an advisor and an AI wealth coach can help you close the gaps.
