100 of 100 spots remaining

Founding Advisor Program

Be among the first 100 CFPs to join RetireMore. Lock in a lifetime 50% discount, shape the product roadmap, and differentiate your practice with tools no competitor offers.

30-day free trial. No credit card required. Cancel anytime.

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Founding Advisor Pricing

Solo

$99/mo

$49.50/mo

20 clients

Forever rate

Founding Advisor Benefits

These benefits are exclusive to the first 100 advisors and never expire.

Lifetime 50% Discount

Lock in half-price on any advisor plan forever. Solo at $49.50/mo, Professional at $99.50/mo. This rate never increases.

Direct Product Input

Quarterly town halls with our product team. Your feature requests get prioritized. You shape what we build next.

Early Access

Every new feature, integration, and tool lands in your account before general release. Be first, not last.

Founding Advisor Badge

A visible badge on your client portal that signals you were among the first 100 advisors to join. Early adopter credibility.

Listed on RetireMore.com

Your name and firm featured on our website (with permission) as a Founding Advisor. Permanent recognition.

Priority Support

Direct line to our team. No ticket queues, no chatbots. Real humans who know your account.

What Your Clients Get

White-label branding — your logo, colors, and firm name on every client page

12 retirement planning tools covering finances, lifestyle, and legacy

6 tools no competitor offers (Identity Builder, Volunteer Matchmaker, Retire Abroad, and more)

AI-powered cross-tool insights and meeting prep

Client management — invite, track readiness scores, write private notes

Compliance audit trail with CSV export

Custom disclaimers, ADV Part 2 disclosure links

Co-branded report generation with Print/PDF

Multi-advisor firm support with role hierarchy

Practice analytics with milestone alerts (age 62/65/73, inactive clients)

Secure in-platform messaging and shared action plans

Find a Planner directory listing for client lead generation

Frequently Asked Questions

How many Founding Advisor spots are available?

What happens after the 30-day trial?

Can I bring my whole firm?

What if I don't like it?

Do my clients pay anything?

Is this SEC/FINRA compliant?

Ready to Be a Founding Advisor?

100 spots left. Start your free 30-day trial today and lock in the lifetime rate.

Claim Your Spot

30-day free trial · No credit card · Cancel anytime