Most people navigate money alone. You don’t have to.
Your advisor. Your AI. Your portfolio. Your plan.
Starting at $25/month.
First month free (Promo Code: FMF2026). No account minimum. No management fee. Cancel anytime.
Most people are building wealth alone. That’s the problem. The people with advisors do better.
Now you can too.
No minimums. No management fees. One flat fee. Plans start at $25/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
You want to get your money right.
SOUND FAMILIAR
Am I investing enough?
Should I rent or own?
Are my investments too risky?
Will I have enough to retire?
Am I using the right tax strategies?
Am I saving enough for college?
Do I have enough insurance?
Do I need a will or estate plan?
That’s what having an advisor is for.
Now, your progress has a system.
THE PLATFORM
Everything working together for you every day.
Your advisor in the app
Text, DM, call, or meet. Your advisor available when you need them.
Mora, your AI wealth coach
Connected to your Wealth Plan. Tracking your goals every day.
Your matched portfolio
Advisor-led investing with real-time insights and updates.
Wealth Plan Puzzle™
Track your financial health across 7 areas. Check anytime.
Annual goals & challenges
Set your goal. Take monthly challenges. Stay on track.
20+ communities to support you
Find your people. Build wealth together. Never alone.
In 5 steps, you'll have your own advisor, AI, and investment portfolio - matched to you.
GET STARTED
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.
Our members have a dedicated advisor, an AI wealth coach, and a system built for progress.
Now it’s your turn.
First month free. No account minimum. No management fee. Cancel anytime.
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.
Frequently asked questions
-
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.
-
We’re built for busy professionals, first-gen wealth builders, and anyone who wants expert guidance without high fees or account minimums.
Whether you're starting out or leveling up, WealthMore meets you where you are.
-
No. There are no account minimums. You can start with any amount—truly.
-
WealthMore makes money in two simple ways:
Our Invest+ Plan is a flat fee of $25 per month.Our Premium Advice+ is a flat fee of $125 per month.
There is no account minimum and no percentage of AUM charged.
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. -
During onboarding, you answer a few simple questions about your goals, timeline, and comfort with risk. Based on your responses, you're matched to the best WealthMore plan and investment portfolio for your needs.
-
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).
-
All customers must be at least 18 years of age and reside in the United States.
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.
*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.
-
Yes. You can book a Free Intro Call to meet an advisor, ask questions, and explore which plan fits you best.