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 $300 annually with an account minimum of $5,000.

Our Premium Advice+ is a flat fee of $1500 annually with an account minimum of $30,000.

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.