Pricing

Start for free. Upgrade to the plan that meets your needs.

Real advice. Real investing. One flat monthly fee. Get unlimited investing in our professionally managed portfolios, no account minimum, and no hidden fees. Our paid plans go beyond access—they include 1:1 guidance from licensed advisors, your personalized Wealth Plan tool, recommended activities/ challenges, and support from a powerful community.
Plus: Coming Soon, Mora, your AI Financial Coach

Community Free

For all wealth builders

  • Pricing: FREE
  • Advisor Access: Ⓧ Self-guided
  • Account Minimum: ⓍInvesting, not included
  • AI + Human: ✅ Mora only
  • Community: ✅ 20+ Groups
  • Wealth Plan Tool: ✅ Included
  • Investment Portfolios: Ⓧ Not included
  • Unlimited Investing: Ⓧ Not included
  • Complete Financial Planning: Ⓧ Not included
  • Quarterly Financial Review: Ⓧ Not included
  • Link External Accounts: Ⓧ Not included
  • Internal and External Account Advice: Ⓧ Not included
Start Now

Invest+

Designed for investing with advice

  • Pricing: $25 per month
  • Advisor Access: ✅ Regular check-ins
  • Account Minimum: ✅ $0
  • AI + Human: ✅ Mora + Advisors
  • Community: ✅ 20+ Groups
  • Wealth Plan Tool: ✅ Included
  • Investment Portfolios: ✅ Custom portfolios
  • Unlimited Investing: ✅ Included
  • Complete Financial Planning: Ⓧ Not included
  • Quarterly Financial Review: Ⓧ Not included
  • Link External Accounts: Ⓧ Not included
  • Internal and External Account Advice: Ⓧ Not included
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Premium Advice+

Designed for complete investing and planning

  • Pricing: $125 per month
  • Advisor Access: ✅ Dedicated advisor
  • Account Minimum: ✅ $0
  • AI + Human: ✅ Mora + Advisors
  • Community: ✅ 20+ Groups
  • Wealth Plan Tool: ✅ Included
  • Investment Portfolios: ✅ Custom portfolios
  • Unlimited Investing: ✅ Included
  • Complete Financial Planning: ✅ Included
  • Quarterly Financial Review: ✅ Included
  • Link External Accounts:✅ Included
  • Internal and External Account Advice:✅ Included
Start Now

*Community plan is not an investing or advisory account. Community plan is for educational purposes only.

Plan Details

Community*

For all wealth builders

Free

Community benefits:

  • Access to all our advisor led communities - #homebuying, #newbieinvestors, #cashflowmanagement, #womenwhowealth, #menwhowealth and many more

  • Insights and updates from our wealth advisors to help you build wealth

  • Regular updates from your communities

  • Access to our exclusive, interactive Wealth Plan tool for help with cash flow management, home buying, tax optimization, and retirement planning and more

    *Community plan is not an investing or advisory account. Community plan is for educational purposes only.

Invest+ Plan

Designed for investing with advice

$25 per month

No Account Minimum

Community benefits plus,

  • Advice on demand. Message, text, chat, talk to your wealth advisors - right from the app

  • Invest in our advisor led investment portfolios

  • Personalized portfolio recommendations to help you meet your goals

  • Regular portfolio insights and updates from your expert advisors

  • Financial planning support from home buying, taxes, estate planning, insurances, college planning, to retirement planning, and more

  • Recommended activities and events tailored to motivate and inspire you to meet your goals

Premium Advice+

Designed for complete investing and planning

$125 per month

No Account Minimum

Invest+ benefits, plus

  • Work 1:1 with your own dedicated wealth advisor

  • All your investment accounts in one place; link your external accounts right 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 Enjoy more support and regular reviews to meet your financial goals

  • Complete financial planning from home buying, taxes, estate planning, insurances, college planning, to retirement planning; includes scenario analysis

We’re not like the others

We were built to be different. We combined the best of traditional advice with modern technology and community support. Here's how we compare to the old-school firms, robo-advisors, and DIY solutions.

WealthMore

  • Advisor Access: ✅ Dedicated advisors
  • Minimums: ✅ $0
  • Pricing: ✅ $0–$125/mo flat fee
  • Wealth Plan: ✅ Included
  • AI + Human: ✅ Mora + Advisors
  • Community: ✅ 20+ Groups

Traditional Firms

  • Advisor Access: ✅ If $250K–$1M+
  • Minimums: Ⓧ $100K+
  • Pricing: Ⓧ 1% AUM + fees
  • Wealth Plan: Ⓧ Often extra
  • AI + Human: Ⓧ Human advisors only
  • Community: Ⓧ Not offered

Robo-Advisors

  • Advisor Access: Ⓧ No human advisors
  • Minimums: ✅ $500+
  • Pricing: Ⓧ % AUM + upsells
  • Wealth Plan: Ⓧ Goal-based
  • AI + Human: ✅ AI platform only
  • Community: Ⓧ Not offered

DIY

  • Advisor Access: Ⓧ No human advisors
  • Minimums: ✅ No
  • Pricing: Ⓧ varies, add ons
  • Wealth Plan: Ⓧ Not offered
  • AI + Human: ✅ Tips, no tools
  • Community: Ⓧ Not offered

Getting Started

  • WealthMore is a wealth manager, online financial advisor, and community of achievers. We focus on helping you do better.

    WealthMore works with you to help you grow your wealth. We are a fiduciary. We act in your best interest.

    We offer the wealth advice you need to grow and retain wealth in every aspect of your financial life from cash flow management to estate planning to retirement. Our wealth advisors are CERTIFIED FINANCIAL PLANNERS™.

    For your long-term financial needs (like retirement, home buying), our approach is an investment strategy built on low-cost ETFs (exchange-traded funds), your risk profile, and how long you plan to invest supported by advice, insights, and updates.

  • WealthMore makes money in two simple ways:

    Our Invest+ Plan is a flat fee of $25 per month with no account minimum.

    Our Premium Advice+ is a flat fee of $125 per month with no account minimum.

    Start working 1:1 with an advisor and investing with as little as $1.

    We don't earn revenue from any funds we've selected for your portfolio. We also don't make money in our trading practices. We're a fiduciary, always.

  • WealthMore offers features, including:

    • Investment and financial planning advice from our professional wealth advisors whenever you need it.

    • A simple flat fee only pricing model with no transaction charges or hidden fees.

    • We focus on the only two investments which tend to matter to most investors: a diversified stock basket and a bond portfolio leveraging low cost ETFs

    • An easy user experience which makes it easy to understand your money and control your exposure to risk.

    • Automatic, seamless diversification (which often means higher returns with lower risk).

    • Automatic rebalancing of your portfolio.

    • Automatic reinvestment of your dividends.

    • Transaction in exact dollar amounts (so you don't have to buy whole shares).

  • Currently, WealthMore only operates in the United States. For regulatory reasons, we cannot accept international customers residing outside the United States. This also includes U.S. citizens residing and/or working abroad.* Login access to WealthMore’s application and/or website may be blocked in certain countries.

    All customers must be at least 18 years of age in order to consent to all our agreements. Customers must have a permanent U.S. address, a U.S. Social Security Number or an ITIN, and a checking account from a U.S. bank.

    *WealthMore supports residents in Puerto Rico and the Virgin Islands. We currently do not support residents in Guam.

    **WealthMore supports U.S. military personnel residing abroad with a valid U.S. address on file, including Army Post Office box.

  • No. WealthMore does not lend out money. We do not pull your credit score. The only check we do is an identification (ID) verification as required by law.