wealthmore.netCrawled Oct 24, 2026
WealthMore offers a dedicated wealth advisor, AI wealth coach, and unlimited investing in a goal-matched portfolio for one flat fee.
WealthMore provides unlimited investing in expertly designed portfolios for a flat fee starting at $25/month.
WealthMore’s Premium Advice+ includes full financial planning—taxes, estate, home buying, and retirement—for $125/month.
The page provides market updates, investing insights, portfolio updates, and expert tips.
The All The Wealth Podcast features conversations about building and retaining wealth, hosted by WealthMore professionals.
The page defines wealth as financial security and freedom to achieve goals and offers tips for financial success.
The page shares the latest news about WealthMore.
Plans start at $25/month. One flat fee. Dedicated advisor, AI wealth coach, personalized portfolio, and financial plan. No account minimums. No management fees. Compare plans.
Exclusive promotions — including special access through partners like Perks at Work
WealthMore offers in-house Certified Financial Planner professionals matched to users, accessible via text, DM, or chat in the app.
Desiree Fisher, a Certified Financial Planner with 15 years of experience, moderates WealthMore’s communities on cash flow management, estate planning, and black women’s wealth.
Jacob Stewart, a financial planner with over a decade of experience, provides tailored guidance to clients at institutions like Wells Fargo and Fidelity Investments.
Kevin Matthews II is a #1 bestselling author and the founder of BuildingBread, an education company that helps first-time investors enter the stock market with confidence.
The page explains why WealthMore was created and the target audience for its services.
A 60-minute session with a dedicated wealth advisor costs $199, tailored to individual financial situations.
WealthMore offers investment solutions and expert financial planning services.
The page provides information about WealthMore’s financial advisors, investment accounts, plans, and tools.
WealthMore connects users with a dedicated wealth advisor for a flat fee starting at $25/month.
WealthMore is registered as Wealth More Enterprise, Inc. in Pennsylvania, United States.