Pricing

A fraction of what a human
advisor charges. All the brains.

One flat monthly fee. No AUM fees. No hidden charges. Cancel anytime.

Human Advisor
$5,000+/yr
1% AUM on $500k portfolio
Robo-Advisor
$250–1,250/yr
0.25% AUM, limited AI
WealthPilot
from $348/yr
Flat fee, full AI capabilities
Early Adopter
Early Adopter
Lock in this rate forever. We'll never raise it on you.
$29
/month
Billed monthly — $348/yr total
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Claim early adopter spot →
  • 24/7 AI portfolio monitoring & rebalancing
  • Life-event triggered adjustments (marriage, baby, job change, home purchase, retirement)
  • Daily tax-loss harvesting alerts
  • AI insights in plain English (weekly reports)
  • Demo portfolio with real ETF tickers
  • Cancel anytime — no lock-in
🔒 Price locked forever for early adopters
Standard
Standard
Full access after the early bird window closes.
$49
/month
Billed monthly — $588/yr total

Available after Early Adopter spots fill

Get started at $49/mo
  • 24/7 AI portfolio monitoring & rebalancing
  • Life-event triggered adjustments
  • Daily tax-loss harvesting alerts
  • AI insights in plain English
  • Demo portfolio with real ETF tickers
  • Cancel anytime
🛡

No commitment. Cancel anytime.

No minimum term. No cancellation fee. If WealthPilot isn't earning its keep, cancel from your account settings in 30 seconds.

Questions & Answers

Is the early adopter price really locked forever?
Yes. As long as you keep your subscription active, you'll pay $29/mo regardless of future price increases. We value early believers.
What happens after the 50 early adopter spots are gone?
New signups move to the $49/mo Standard plan. The early adopter price is only available for the first 50 subscribers — it's not a marketing gimmick, it's a hard cap.
Do I need to connect a real brokerage account?
Not immediately. You can start with a demo portfolio using real ETF tickers (VTI, VXUS, BND, etc.) and explore WealthPilot's full capabilities before connecting anything real.
Is WealthPilot a registered investment advisor?
WealthPilot provides AI-generated financial analysis and insights for educational and informational purposes. It is not a registered investment advisor and does not provide personalized investment advice. Always consult a licensed financial professional before making investment decisions.
How do I cancel?
Cancel any time from your account settings. You keep access through the end of the billing period. No questions asked.