Pricing

Choose Your Path to Financial Freedom

Three ways to work with Wealth OS. Every tier builds on the last.

Tier 2

Implementation

$1,250/month
1-on-1 coaching to implement the full Wealth OS in your life.
  • Everything in Membership, plus:
  • Weekly 1:1 coaching calls
  • Personalized business consulting
  • Financial structuring guidance
  • Custom wealth planning
  • Direct access to Brad
  • Deal review & analysis
  • Quarterly wealth reviews
Book a Call
Tier 3

Partnership

Invite only
Co-invest alongside Brad in vetted real estate and business deals.
  • Everything in Implementation, plus:
  • Real estate syndication access
  • Acquisition opportunities
  • Capital raising partnerships
  • Succession & legacy planning
Apply
Questions

Frequently Asked

No. Wealth OS is built for coaches, contractors, and entrepreneurs across home-service and small business. If you run a profitable business and want to invest properly outside of it, you're a fit. The trades background is where the framework was forged, and the principles apply broadly.

Membership ($99/month or $899/year) gives you the Wealth OS Academy, starting with the real estate courses, with action steps that move you forward one lesson at a time. You also get your net worth tracker and Freedom Number, the Deal Room, the Make, Preserve and Grow discussion spaces, and every handout and template. New courses are added as they're released. It's the place to start.

No. Wealth OS is education and coaching. We teach the frameworks, share what has worked, and help you build your own plan, but Brad is not a licensed financial advisor, and nothing here is personalized investment advice. Always do your own due diligence and consult licensed professionals for your specific situation.

Yes. Monthly membership has no long-term contract: cancel whenever it's no longer serving you. Annual membership renews each year, and you can turn off renewal any time from your billing page.

Implementation is 1-on-1. You get weekly coaching calls, personalized business and financial-structuring guidance, direct access to Brad, and deal reviews. The full framework installed in your specific business and life. Membership is the self-paced curriculum plus group support.

Invite-only. For members ready to co-invest alongside Brad in vetted real estate and business deals: syndications, acquisitions, capital-raising partnerships, and succession planning. Start the conversation by booking a call.

Not sure which tier is right?

Book a free discovery call and we'll map the right path for where your business and wealth are today.