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Most people navigate money alone. You don’t have to.

Your advisor. Your AI. Your portfolio. Your plan. ‍

In 5 Steps. Starting at $25/month.

No account minimum. No management fee.

Get your advisor
Book a Free Intro Call

  • "I love my advisor. I wish I'd done it sooner"

    — Leslie, New York, business owner

Sound familiar?

What should I invest in?, Am I investing enough?, Are my investments too risky?, Will I have enough for retirement?, Should I rent or own?, Am I using the right tax strategies?, Do I have enough insurance?, Am I saving enough for college?, Do I need a will or estate plan?

That’s exactly what having an advisor is for.

Your advisor. Your AI. Your portfolio. Your plan.

In 5 steps, you'll have a dedicated CFP® advisor, Mora, your AI wealth Coach and a personalized investment portfolio — matched to you.

No minimums. No management fees. Starting at $25/month.

Meet Your Advisor

Get Started in 5 Steps

  • Step 1 of 5: Choose Your Advisor

    Browse our in-house CFP® professionals and pick the one that feels right for you.

  • Step 2 of 5: Verify your identity

    Quick and secure. Takes less than a minute.

  • Step 3 of 5: Select Your Plan

    Choose the membership that fits where you are right now.

  • Step 4 of 5 : Tell us about your goals

    A few quick questions so your advisor and portfolio are matched perfectly to you.

  • Step 5 of 5: You're in

    Your advisor, Your AI, and personalized portfolio are ready. You're no longer doing it alone.

Start Your 5 Steps

Now, your progress has a system.

Your advisors right in the mobile app. Text, DM, call, meet when you need.

Mora, your AI wealth coach, connected to your Wealth Plan for personalized insights and tips

Your match investment portfolio designed and led by our experts

Check your progress anytime with the Wealth Plan Puzzle™

Set your annual goal and take monthly challenges to stay on track

Join communities and get tailored content and insights

Learn more

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.

Not sure where to start?

Take the Wealth Plan

Why WealthMore?

Most platforms are DIY.

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. Starting at $25/month.

We’re advisor-led. And built for everyone.

Most advisors are out of reach.

Your Advisors

A dedicated CFP® who knows you — matched to you, knows your goals, your plan, and your life. Available when you need- by text, DM, call, or meeting.

Advisor -Led Investing

Your portfolio designed and managed by our professionals. Not just an algorithm. More than a quarterly statement. 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 keeps you focused. Monthly challenges keep you moving. Mora helps keep you accountable.

A system designed for progress.

One Flat Fee

$25/month — not 1% of your assets. No management fees. No commissions. No conflicts of interest. The team in your corner shouldn't profit from complexity.

Your Fiduciary

We’re a fiduciary — legally required to act in your best interest. Always.

In-house CFP® professionals. Not a third party.

Investors with

advisors do

2X better*

Outdoor soccer field at night with bright artificial lighting, surrounded by a high fence and overhead netting. Empty goalposts at each end, green turf visible. 
*Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.