The top 5 questions before you sign up

WealthPilot has two tiers. The Early Adopter plan is $29 per month and includes the full core experience — continuous portfolio monitoring, autonomous rebalancing, tax-loss harvesting, life-event adaptation, and weekly AI-generated reports. The Standard plan is $49 per month and includes everything in Early Adopter plus richer tax insights and expanded reporting history. Billing is handled directly by Stripe as a recurring monthly subscription, so you pay one flat charge per month with no hidden fees and no pro-ration surprises. Full side-by-side details live on /pricing. See full pricing comparison →

Each answer in the risk questionnaire carries a weight, and your full set of answers is summed into a single numeric profile that maps to one of three buckets: Conservative, Moderate, or Growth. Conservative maps to a safer ETF mix heavy on bonds and dividend holdings, Moderate maps to a balanced portfolio, and Growth maps to a higher-equity allocation designed for long horizons. Your result is stored as your `risk_profile` on your account, and you can re-take the questionnaire any time your situation changes. See the risk profiles explained →

No — time in the market beats timing the market, and WealthPilot is built to act on dips once you're inside, not before. Our rebalancing engine treats downturns opportunistically and harvests losses along the way, so waiting for a dip before subscribing only delays those benefits by weeks or months while your money sits untouched. The big advantage of subscribing now is that your account is tuned, monitored, and ready to react from day one. See how WealthPilot handles dips →

WealthPilot is genuinely different from both. Unlike a human advisor who charges 1% of assets every year and reviews your portfolio once a quarter, WealthPilot monitors your holdings continuously and rebalances autonomously the moment your mix drifts. Unlike a chatbot that only answers questions, WealthPilot actually generates weekly AI reports, runs life-event adaptation, and surfaces concrete trades — with no per-call fees and no minimum portfolio size. See what makes WealthPilot different →

Subscription control is built right into Stripe, the same provider that handles your billing, so canceling is a one-click action from your account settings — no phone call, no support ticket, no cancellation fee. When you cancel, you keep full access through the end of the billing period you've already paid for, and there are no pro-rated refunds because Stripe bills in flat monthly periods. You can re-subscribe any time and pick up exactly where you left off. Open account settings →