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Finhabits Advisors

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At Finhabits we make investing, saving and learning about money simple and approachable—whether you're new to America or several generations in and seeking to build a better financial future for your family. Available in both English and Spanish, Finhabits helps you take control of your finances with confidence.

We believe that everyone deserves access to the best financial tools. Our bilingual app is designed to meet your needs, offering accessible solutions for investing, finding affordable health insurance, and learning smart money habits—no matter where you are on your financial journey.

Join our community and improve your money habits today!

• INVEST LIKE A PRO • 

We offer investment and retirement savings accounts to help you put your money to work for your future. Everything is automated, so it’s easier to stick to your plan. Start with $100 a week or $10,000 all at once – you decide how much you invest and how often you deposit. Our portfolios are diversified. The Finhabits Platform fee is $10/month which includes 3 investment accounts and premium content. When your combined balances across all your Finhabits investment accounts surpass $12,000, you will automatically switch to an annual Asset Management fee of 1.0%.*

• HEALTH INSURANCE OPTIONS •

Finhabits helps you find affordable health insurance, dental and vision plans for you and your family. Health insurance can help cover expenses in the case of medical emergencies. Let our experts help you find the plan you need.

• LEARN WITH FINHABITS ACADEMY •

We know that many families don’t often talk about building good money habits. Finhabits Academy includes visuals and close-up, hands-on examples that make you feel like you’re meeting one-on-one with our financial experts. Plus, join one of our award-winning Money Journeys, and start developing new habits in just five minutes a day.

Get in touch with us at 1-800-492-1175 or at ios@finhabits.com.

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*Other custodial fees/expenses may apply and will be reflected in the pricing of the ETFs you invest in. These fees are not part of the monthly cost.

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 are 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 SIPC.org 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 certain states. Visit https://www.finhabits.com/insurance-licenses for more details. All information herein as well as any communications on social media are not an offer to sell insurance nor an advertisement of insurance in any place except states with licenses. Finhabits Advisors LLC is not a fiduciary to insurance products or services.

All images are for illustrative purposes only and show hypothetical accounts, balance, growth, and do not represent an actual or typical client experience. For important legal disclosures regarding Finhabits, please carefully review https://www.finhabits.com/legal.

© Finhabits Inc. All rights reserved.

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