Finding your plan is simple

Money can be complicated. Getting started should not be. Community membership is free. Paid plans are one flat fee.

Compare Our Plans 

Community

Free

Join the community free. Learn, connect, and explore — no commitment required. Upgrade anytime.

Invest+

$25/month

Get a dedicated advisor, unlimited investing in your matched portfolio, AI coach, and community.

Premium Advice+

$125/month

Everything in Invest+ plus full financial planning — taxes, estate, home buying, retirement and more.

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Get started

First month free (promo code: FMF2026) · No account minimum · No management fees · Cancel anytime

Compare Plans

Dedicated Wealth Advisor. Unlimited investing. One flat monthly fee.

Community*

Free

Invest+ Plan

$25/month

Premium Advice+

$125/month

Get started
Get started 
*Community plan is not an investing or advisory account. Community plan is for educational purposes only. Community plan includes access to (1) all our advisor led communities  and (2) our exclusive, interactive Wealth Plan tool for help with cash flow management, home buying, tax optimization, and retirement planning and more
** Invest+ and Premium Advice+ Plans include all Community Plan benefits
***Premium Advice+  additional benefits: Link your external accounts right on desktop or in the mobile app, advice on all your investment accounts; that includes individual and workplace accounts, e.g. 401(K)s; quarterly financial reviews with your dedicated wealth advisor; Complete financial planning from home buying, taxes, estate planning, insurances, college planning, to retirement planning; includes scenario analysis

Not ready to start?

Book a 60 Minute Wealth Plan session with an in house advisor — focused on your financial situation, your goals, and your questions.

$199

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No commitment · No membership required · Secure payment via Stripe

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Get a dedicated advisor, an AI wealth coach, and a system built for your progress.

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Book a free intro call

First month free (Promo Code: FMF2026)  ·  No account minimum  ·  No management fee  ·  Cancel anytime


Community membership is free, always

Getting Started

  • No. There are no account minimums. You can start with any amount—truly.

    WealthMore charges one flat monthly fee, not a percentage of your assets.

  • Invest+ includes a dedicated CFP® advisor, a personalized investment portfolio, Mora your AI wealth coach, unlimited investing with no management fees, direct advisor access by text, DM, call, or meeting, and all Community plan benefits.

  • Premium Advice+ includes everything in Invest+ plus complete financial planning — taxes, estate planning, insurance, college planning, retirement planning, advice on all your accounts including 401(k)s, quarterly financial reviews, and scenario analysis.

  • Yes. Book a free intro call to meet an advisor, ask questions, and find the right plan for you. No commitment required. And when you join after your call, you get your first 2 months free.

  • Yes. There are no long-term commitments. Cancel anytime directly in the app.

  • Yes. WealthMore is a registered investment adviser and fiduciary — legally required to act in your best interest at all times. We don't earn commissions on products we recommend.