Institutional-grade planning powered by AI — without the 1% AUM fee.
$24 billed monthly
$69 billed monthly
Free questions renew every day — not a one-time demo allowance.
7-day free trial on paid plans · Cancel anytime in 1 click
Cancel anytime via account settings with 1-click. No hidden fees.
Security: bank-grade 256-bit AES encryption in transit and at rest. We never sell your financial data.
Need team accounts, API access, or custom integrations?
These are on the roadmap and are not available yet — listed so you know exactly what you are buying today.
No. WealthOS is an educational and informational software tool. We are not a registered broker-dealer or investment advisor, and nothing here constitutes personalized financial, tax, or legal advice. Past performance does not guarantee future results. You remain fully responsible for your own investment decisions.
Yes. Cancel with one click from your account settings via the Stripe billing portal — no phone calls or emails. You keep paid access until the end of your billing period, with no further charges.
Yes. Every paid plan starts with a 7-day free trial. You will not be charged until the trial ends, and you can cancel before it does.
Annual billing costs less than monthly, and you are charged once a year. Pro Advisor: $24/month monthly, or $180/year ($15/month). Wealth Elite: $69/month monthly, or $468/year ($39/month). Cancel at any time — you keep access to the end of the paid period.
All data is encrypted in transit (TLS) and at rest (256-bit AES). We never sell your data and only share information with trusted processors like Stripe to operate the service.
All major credit and debit cards (Visa, Mastercard, American Express) plus Apple Pay and Google Pay through our Stripe-secured checkout. Promo codes are supported at checkout.