Questions before you subscribe

Advisor Replacement monitors your portfolio around the clock, autonomously rebalances when markets drift, surfaces daily tax-loss harvesting opportunities, and adapts your plan to life events (marriage, baby, job change, home purchase, retirement). Every week you get a plain-English report explaining what changed, why, and what to do next — so you don't have to interpret charts to know your money is working. See Advisor Replacement on the pricing page →

Premium includes everything Advisor Replacement does, then adds a human escalation channel (direct email plus a scheduled call within 48 hours), a quarterly CPA-backed tax review covering realized losses, asset location, and Roth conversion windows, concierge onboarding with a 1:1 portfolio walkthrough, and an annual holistic financial review. It's the same AI engine with a real person in the loop at the moments that matter. See Premium on /pricing →

You start with a demo portfolio built from real ETF tickers (VTI, VXUS, BND, and the rest of the market) so you can see WealthPilot in action without handing over credentials. When you're ready, you can connect a live brokerage account through a read-only Plaid-style link — WealthPilot can see positions, never place trades. Back to pricing →

Stripe confirms the payment, you'll get a welcome email with your account details, and your dashboard unlocks immediately. If you haven't completed the risk-profile onboarding yet, we'll walk you through it on first login so the AI has the right context. Your first weekly report arrives within 7 days, and life-event triggers switch on as soon as your portfolio data is loaded. Sign in to your dashboard →

Cancel any time from your account settings — there's no cancellation fee and no minimum term. You keep full access through the end of the billing period you already paid for. Because Stripe bills monthly, we don't issue partial-month refunds, and pro-rated credits aren't available. Back to pricing →