Invest. Learn. Grow.

Set up an investment goal with Finhabits and invest in a diversified portfolio that makes sense for you.

Learn how it works

Select an investment goal.

Download Finhabits. Our app will guide you to set up a well-diversified investment portfolio that makes sense for you and your financial goals.


Automate your contributions.

You and only you can decide when to contribute and how much. Plus, with automatic contributions of as little as $20 a week, you can reach your goals without much effort.

Learn habits of success.

We know that many families don’t often talk about building good money habits. That’s why every account includes access to our news and education platform.

Types of accounts

Expected Return

Use this graph to visualize your potential earnings by dollar contribution.

*Image for Illustrative purposes only. The expected returns shown above are the net of 0.5% annual fee and calculated using a 6% annual gain. The final amount illustrates the result of four different weekly recurring contributions after 30 years. The performance is hypothetical and does not represent actual performance. Actual performance may vary.

Understand Your Fees

We charge a fraction of what traditional advisory services charge so your money can work for you. That is $2 per month per $5,000 of account balance. We invest your money in low-cost, exchange-traded funds at companies such as BlackRock, Vanguard and Goldman Sachs. In addition to the Finhabits' wrap fee, these funds will also charge you an average fee of 0.12% per year.

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Investment advisory services offered through Finhabits Advisors LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results or returns. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See for more details. By using this website, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.

Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in the following states: California (license 6001946), Texas (license 2510873) and Florida (license L109638). All information herein as well as any communication on social media is neither an offer to sell insurance nor an advertisement of insurance in any place except the states California, Texas and Florida. Finhabits Advisors LLC is not a fiduciary to insurance products or services.