Learn How to Get Your Money and Finances Set for the Rest of Your Life

Join Wealthific Wealth Academy and get the tools, advice and support you need to build more wealth and fully experience life.

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 Planner™ Professional

All this for one low, monthly (or annual) price. 😀

What's My Investment to Join?

Academy Monthly

Pay a fixed fee month by month




Change to annual pay or cancel at any time

  • Same access as annual payers
  • Automatically billed each month
  • Secure online payment
  • Access from computer or phone
  • Advice from a CFP® Professional

We pledge to never raise prices on existing members. Change your plan or cancel at any time.

Can you afford NOT to join?

How We Compare

Feature / option

Typical 1% Advisor

Cost of retirement plan

Included in monthly fee


Cost of investment management

0.25%** (optional)

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

Fee-only advice (no commissions)

✅ Yes


Fiduciary duty to client?

✅ Yes


I.C.E estate planning platform

✅ Yes

❌ Unlikely

Advance retirement planning software

✅ Yes


Monthly live webinars with Q & A

✅ Yes

❌ 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.