Frequently Asked Questions

How do I get started with WealthFactor?

Are you ready to start with a free tool? Great. Begin here.

Are you ready to explore our tiered services and find a level that’s right for you?

Here’s a step-by-step process to get you started today! Get started with an account.

What fees does WealthFactor charge?

For investment-related services, WealthFactor charges an annualized fee of 0.35% of the assets it manages (no account minimum) with a minimum annual fee that is tiered based on the level of service and assets under management. Learn more about our tiered services.