Simple, Transparent Pricing

Start free and upgrade as you grow. No hidden fees, no surprises. Cancel anytime.

Free
Perfect for getting started with financial tracking
$0/forever
  • Net worth tracking
  • Up to 3 accounts
  • Manual transaction entry
  • Basic spending analytics
  • 2 financial goals
  • Community support
  • Mobile-friendly dashboard
Most Popular
Premium
Full power for serious wealth builders
$9.99/per month
  • Everything in Free, plus:
  • Unlimited accounts
  • Bank connection via Teller
  • Advanced AI recommendations
  • Investment portfolio analysis
  • Unlimited financial goals
  • Tax optimization insights
  • Priority email support
  • Export reports (PDF/CSV)
  • Custom categories & tags

Compare to Traditional Advisors

See how WealthWise delivers professional-grade financial guidance at a fraction of the cost.

FeatureTraditional AdvisorWealthWise Premium
Annual Cost$2,500 - $10,000+$119.88/year
Minimum Investment$250,000+$0
24/7 AvailabilityLimited hoursAlways available
Personalized Advice
Real-time UpdatesQuarterlyInstant
Goal TrackingManualAutomated

Frequently Asked Questions

Can I switch plans later?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.

How do I upgrade to Premium?

Simply go to your account settings and click "Upgrade to Premium". Your upgrade takes effect immediately.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) and PayPal.

Can I cancel anytime?

Absolutely. There are no long-term contracts. Cancel anytime from your account settings.

Start Building Wealth Today

Join thousands of users who are taking control of their financial future.