Wealth Academy

The premier personal finance community for side-hustlers, course creators, membership site owners, and online entrepreneurs working to improve the world and build meaningful wealth.

Here's What You Get with Membership

Advanced Retirement Planning Software

I.C.E. Personal Estate Planning Platform

Automated Investment Account Management

Monthly Live Online Workshops with Q & A

How-to's, Courses and Discussion Forum on Popular Topics

Advice from a Certified Financial Plannerโ„ข Professional

All this for one low, monthly (or annual) price. ๐Ÿ˜€

What's My Investment to Join?

Academy BASIC

Essential planning features and access

$

59

/mo

Or $499 paid annually (30% savings)

  • Financial planning software
  • Automated investing accounts
  • Private Q & A forum w Tommy
  • Member-only discussion forums
  • Live online workshops
Academy PrEMIUM

Accredited investors only

$

499

/mo

First year, $429 / mo thereafter

  • Everything from PRO plus...
  • Access to private investments
  • Priority support
  • By application only

All membership levels receive a permanent loyalty discount after the fist year. Upgrade, downgrade or cancel at any time.

Can you afford NOT to join?

Help Me Decide! ๐Ÿค”

Okay. Which one sounds most like you?

Are you any of these...

  • Single
  • Married/spouse but no kids
  • Accounts less than $100k 
  • Income less than $50,000

Go with ACADEMY BASIC
membership

Are you any of these...

  • Single with kids
  • Married with kids
  • Accounts $100k or more
  • Income over $50,000

Go with ACADEMY PRO membership

Are you ALL of these...

  • An accredited investor
  • Wanting private investments
  • Accounts of $1million or more
  • Income over $200,000

Apply for PREMIUM membership

Remember, you can upgrade, downgrade or cancel at any time. ๐Ÿ˜€โœ…

How We Compare

Feature / option

Typical 1% Advisor

Cost of retirement plan

Included in monthly fee

$2,400*

Cost of investment management

0.25%** (optional)

$3,000+ (on $300k portfolio)

Fee-only advice (no commissions)

โœ… Yes

โ“Maybe

Fiduciary duty to client?

โœ… Yes

โ“Maybe

I.C.E estate planning platform

โœ… Yes

โŒ Unlikely

Advance retirement planning software

โœ… Yes

โ“Maybe

Monthly live webinars with Q & A

โœ… Yes

โŒ Unlikely

* Source: Kitces research survey 
** Additional ETF fees of 0.03-0.39% 

Everything You Need to Get Retirement Ready in One Year

Frequently Asked Questions (FAQ)

Click on the question to see the answer.

Who is Wealthific membership for?

Are you real financial advisors?

How much does it cost?

Do I have to sell my current investments?

Is my personal information secure?

What if I want to cancel my membership?

What happens at the end of one year?

How much money do I need to have?

Copyright 2019 | Wealthific is a service of Sikes Capital, Inc.

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