Our advice is free forever. Take a look and decide for yourself

Maximize the power of our algorithm and put us to work for you, 24/7 and cheaper than a traditional advisor.

Retirement Planning

We charge half a percentage point on the assets we manage. That’s between one-sixth and one half of what many conventional financial advisors charge. You can link your accounts and get a personal investment plan for free in 2 minutes. Learn more

  • Free, holistic portfolio analysis
  • Tax-efficient portfolio transition
  • Automated, smart rebalancing
  • Automated Tax-Loss Harvesting
  • Tax-aware portfolio construction + trading
  • Smart cash contributions
  • Access to a professional
  • 401(k) Advice

College Savings

Our college savings program is completely free for you and your children forever. There are no hidden costs, no surprises, and no obligations. We won't sell your information to anyone, and you're free to leave at any time. We don't make any money off of commissions or trades. Because we believe all kids deserve an education. Learn more

  • Total college savings amounts for all your children
  • Calculated monthly contributions
  • Detailed account recommendations
  • Accounts opened for you
  • Ongoing account maintenance
  • Investment optimizations