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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 Planner™ Professional
All this for one low, monthly (or annual) price.
Essential planning features and access
Or $499 paid annually (30% savings)
All retirement planning features and exclusive access
Or $649 paid semi-annually (30% savings)
Accredited investors only
First year, $429 / mo thereafter
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!
Okay. Which one sounds most like you?
Are you any of these...
Go with ACADEMY BASIC
Are you any of these...
Go with ACADEMY PRO membership
Are you ALL of these...
Apply for PREMIUM membership
Remember, you can upgrade, downgrade or cancel at any time.
How We Compare
Feature / option
Typical 1% Advisor
Cost of retirement plan
Included in monthly fee
Cost of investment management
$3,000+ (on $300k portfolio)
Fee-only advice (no commissions)
Fiduciary duty to client?
I.C.E estate planning platform
Advance retirement planning software
Monthly live webinars with Q & A
* 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.
Wealthific membership is for U.S. citizens who want to create an income they own so they can build meaningful wealth. This includes course creators, membership site owners, and other online entrepreneurs.
Who we are for:
Honest, engaged people who are trying to improve their financial situation for themselves and their family.
Who we are NOT for:
People looking to get rich quick
People not willing to put in some work
People looking for "hot stock tips"
People who are mean or close-minded
People who are disruptive to other members
We reserve the right to remove any member who we feel is a bad fit.
Yes. Wealthific is a service of Sikes Capital Inc., a fee-only North Carolina Registered Investment Adviser firm.
Tommy Sikes, CFP®, is the owner and adviser. He has been an independent, fee-only financial advisor since 2006.
Fee-only means we don't get paid to recommend certain products. We receive no commissions from any investment firm, insurance company or bank.
Our current membership pricing is listed above.
Note that at the end of one year, your membership will be discounted permanently. We pledge to never raise prices on existing members.
In addition to your membership fee, our automated investment account manager (Betterment.com) charges a flat 0.25% fee on the balance of your accounts. The specific investments they use also have fees in the 0.03-0.39% range.
This service is completely optional, but may be better and less expensive than your current investment company.
No. Please don't.
First connect your existing investment accounts to the Advance Retirement Planning Software. Only after analyzing your situation can we recommend changes. And only if you agree with our recommendations.
Since we don't get paid for recommending certain products, our advice is objective and transparent.
You ALWAYS make the decisions about what to do with your current investments and money.
Yes. Our software developers use advanced security protocols.
I.C.E. Personal Estate Planning Platform:
"All your data is stored using AES-256 encryption with a uniquely derived key for each user as recommended by NIST Special Publication 800-132. We encrypt every single personally identifiable field in the database, including your name and email address."
Advanced Retirement Planning Software:
"All data transmission between your computer and our servers is encrypted, using industry-standard HTTPS protocol. Our HTTPS implementation is rated A+ by independent Qualys SSL Labs. Our SSL certificate uses 2048-bit asymmetric and 256-bit symmetric encryption."
We recommend you never use critical personal information when communicating with us. We also recommend the use of a password manager program for all your online accounts. We are creating a how-to video on this.
You can cancel at any time. Your access will expire at the end of the current billing period.
We welcome you to continue membership for a discounted price. We want to reward your commitment and loyalty. We pledge to never raise prices for existing members.
If you decide to cancel membership, your access to software will expire at the end of the current billing period. All investment accounts are in your name and you have full ownership of them. You can continue with the same investments or transfer to another company.
We'll even help you do that if you decide to leave.
And we'll welcome you back in the future. Joining again will be at whatever the new pricing is, however.
We have no minimum investment account value to join ACADEMY LITE or ACADEMY PRO.
For ACADEMY PREMIUM, you must be an accredited investor and fill out an application.
While investing is important, we cover many more financial planning topics. Insurance, Social Security, estate planning, college funding, taxes, retirement forecasting, and starting your own business are some.
The main value of membership is getting you financially organized and focused on building an income you own. You will gain clarity on how to improve your wealth building skills.
Copyright 2019 | Wealthific is a service of Sikes Capital, Inc.