Pricing

Community*

For all wealth builders

Free

COMING: January 2025

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 account.

Invest+ Plan

Designed for investors

$300/yr

$25 billed monthly, $5,000 account minimum, invest up to $30,000

Community benefits plus,

  • Advice on demand. Message, text, chat, call your wealth advisors whenever you need to.

  • 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+

Our Premium Flat Fee Plan

$1,500/ yr

$125 billed monthly, $30,000 account minimum, no investment limit

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