Simple pricing. Built around you.
PRICING
Your advisor. Your AI. Your portfolio. Your plan.
No account minimums · No management fees · No surprises · Starting at $25/month
first month free (code: FMF2026)
Find your fit in seconds.
WHICH PLAN IS RIGHT FOR YOU?
Not sure which plan to choose? Here’s a quick guide.
Just getting started?
Join the community free. Learn, connect, and explore — no commitment required.
When you're ready, upgrade in a few steps in the app.
Community → Free
Ready to invest with an advisor?
Get a dedicated advisor, managed portfolio, AI coach, and community. Most members start here.
Invest+ → $25/month
Want complete financial planning?
Everything in Invest+ plus full financial planning — taxes, estate, home buying, retirement and more.
Premium Advice+ → $125/month
Three plans. One flat fee. No surprises.
OUR PLANS
All paid plans include Mora, your AI wealth coach — available on desktop. Coming soon on mobile.
Community
Start here. Learn. Connect.
Free
No credit card required
Advisor-led communities
Wealth Plan Puzzle™ access
Mora, your AI wealth coach
Educational content
No investing or advisory account
Invest+
For investors who want an advisor in their corner.
$25/ month
First month free · Cancel anytime
Dedicated wealth advisor
Personalized investment portfolio
Mora, your AI wealth coach
Unlimited investing. No minimums
Text, DM, call your advisor anytime
Plus all Community benefits
Premium Advice+
For investors who want a complete financial plan and advisor relationship.
$125/ month
First month free · Cancel anytime
Everything in Invest+
Complete financial planning
Quarterly financial reviews
Advice on all accounts incl. 401(k)s
Tax, estate, insurance, college planning support
Scenario analysis
NOT READY FOR A MEMBERSHIP?
Get professional advice with no commitment.
One 60-minute session with an licensed wealth advisor. No membership required. No strings attached. All advisors are in-house fiduciaries — legally required to act in your best interest.
$199
one- time session
Most platforms are DIY. We're advisor-led.
OUR PLANS
Here's how WealthMore compares to the old model.
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: $250K–$1M+ required
- Minimums: $100K+
- Pricing: 1% AUM + addt'l 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: Technology platform only
- Community: Not offered
DIY
- Advisor Access: No human advisors
- Minimums: No
- Pricing: varies, add ons and upsells
- Wealth Plan: Not offered
- AI + Human: Technology platform only
- Community: Not offered
QUESTIONS
Getting Started
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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.
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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.
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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.
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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.
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Yes. There are no long-term commitments. Cancel anytime directly in the app.
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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.
Not sure which plan is right for you?
Book a free intro call. Your advisor will help you figure it out.
First month free · No account minimum · No management fee · Cancel anytime