Free to Start
WealthTIP is free to start. Professionals and coaches join free, with paid plans after the beta for the capacity to serve more clients; the individual plans below are optional upgrades, not a paywall on the basics.
For individuals
Free
$0
Free to start
- ✓Every account in one dashboard
- ✓Budget tracking & spending insights
- ✓Learn from the pros and coaches you choose
- ✓Connect with a pro when you're ready
Premium Trial
$0
Free for 90 days
- ✓Everything in Premium
- ✓Card required; nothing is charged until the trial ends
- ✓Then the Premium price you pick, unless you cancel
- ✓One trial per person
Most popular
Premium
or $49.99/year
🔥 Limited-time offer
- ✓Everything in Free, plus:
- ✓Full FINA insights & explanations
- ✓Scenarios & cash-flow projections
Family
$14.99/mo
or $99.99/year · covers two
- ✓Everything in Premium
- ✓Your spouse included at no extra cost
- ✓Add up to 5 members total
- ✓+$4/mo (or $35/yr) per member beyond two
Snap-Share - coming later, free. Send your own financial snapshot to a professional you choose: you decide what to share and for how long, and you can stop sharing at any time. We don't sell your data.
For professionals & coaches
Free
$0
No client limit in beta
- ✓Client roster, notes & engagement tracking
- ✓Publish educational content
- ✓Licensed badge: credential confirmed active with the issuing body
- ✓Your fees stay yours
Coming soon
Starter
$49/mo
Up to 25 clients
- ✓Everything in Free, plus:
- ✓Higher client capacity
Coming soon
Pro
$149/mo
Up to 100 clients
- ✓Everything in Starter, plus:
- ✓Higher client capacity
Enterprise
Custom
By arrangement
- ✓Everything in Pro, plus:
- ✓Dedicated support
How professionals and coaches pay. The Free plan costs nothing, with no client limit while professional plans are in beta. Paid plans, which add client capacity, are a flat monthly price and are not on sale during the beta. No commission, no cut of their fees, and no charge per connection. Subscription prices are starting points and may be refined as we grow.
WealthTIP is a platform that connects users with independent professionals - WealthTIP does not employ them, supervise their advice, or guarantee their work. WealthTIP provides educational information only, not investment, legal, or tax advice.