For Every Stage of Your Financial Journey

Our platform adapts as your investment grows.

Start FREE to experience Waterfall Wealth.

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A safe place to start

Get a feel for how the platform works — no cost, no commitment.

Always Free
Free

For beginners to build their financial foundation

Platform Fee: $0
Fee details
Advisory Fee: Waived
Account Minimum: $100
Account Maximum: $50,000
Fees shown do not include brokerage costs. For example, transaction fees.

Features

  • One Defensive portfolio bucket
  • Up to 5 active assets in your bucket
  • Only defensive assets (ETFs)
Start Free

Upgrade When You're Ready

Choose the plan that fits your investment goals and portfolio size.

Get a FREE trial for first 15 days of Core and Lifetime Strategy plans.

Simplest
Core

Straightforward investing that just works

Platform Fee: $39/mo
$29/mo if paid yearly
Fee details
Advisory Fee: 0.025%/mo
You only pay platform fee or advisory fee, not both
Account Minimum: $15,000
Account Maximum: $250,000
Fees shown do not include brokerage costs. For example, transaction fees.

Features

  • Includes everything in Free plan
  • An additional Core portfolio bucket
  • Broad universe of ETF assets
Start Core
Two Months Free*
Lifetime Strategy

Your long-term investing advantage

Platform Fee: $99/mo
Free 2 months if paid yearly
Fee details
Advisory Fee: 0.05%/mo
You only pay platform fee or advisory fee, not both
Account Minimum: $50,000
Account Maximum: Unlimited
Fees shown do not include brokerage costs. For example, transaction fees.

Features

  • Includes everything in Core plan
  • An additional Growth portfolio bucket
  • Access all assets including stocks and crypto
Start Lifetime Strategy
Raw Power
Turbo Trader

Maximum control. Maximum intensity.

Platform Fee: $499/mo
$400/mo if paid quarterly
Fee details
Advisory Fee: 0.1%/mo
You only pay platform fee or advisory fee, not both
Account Minimum: $250,000
Account Maximum: Unlimited
Fees shown do not include brokerage costs. For example, transaction fees.

Features

  • Includes everything in Lifetime Strategy plan
  • Add up to 10 portfolio buckets
  • Direct API access
Start Turbo Trader

All plans include RIA oversight, SEC compliance, and full transparency



Our Iron-Clad Guarantee

30-Day Money-Back Guarantee

Try the complete WaterfallWealth system for 30 days. If you aren't completely satisfied, we'll refund your platform and advisory fees in full.

Note: This guarantee covers platform and advisory costs only, not investment losses.

1

Try Everything

Full access to all features

2

See Results

Watch your portfolio performance improve

3

Keep or Return

No questions asked refund of platform and advisory fees if not fully satisfied

No hassle. No pressue. No questions asked.



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