The Industry’s First Done-For-You
Digital Marketing Toolkit for Advisors

Work Smarter, Not Harder. Beginning around $1/Day.

Frequently Asked Questions

Why do financial advisors join Wealthtender?

Wealthtender is a modern digital marketing platform helping advisors build authority as a leader in their areas of specialization to attract clients who are a good fit for their practice.

Most people do their research online before deciding where to eat, what to buy or the professionals they hire. The next generation of investors are no different when it comes to choosing a financial advisor.

Wealthtender helps people find the best financial advisors for their individual needs, no matter their income or stage of life. With hundreds of articles, guides and easy to use directories, advisors who join Wealthtender are attracting their ideal clients and boosting their reputation online.

And by joining the Wealthtender community, advisors gain referral opportunities from our growing network of financial professionals and educators.

With thousands of people visiting each month, we deliver a high value, low cost complement to traditional advisor marketing to strengthen your top and middle of the funnel activities and optimize your online reputation.

What are Certified Advisor Reviews™?

Certified Advisor Reviews™ from Wealthtender are designed to comply with the new SEC rule and provide the transparency consumers deserve when their life savings could be at stake. For example, consumers will know if:

  • Compensation in any form was provided for a review
  • Conflicts of interest may have influenced a review 
  • A review was written by a client or other acquaintance of the advisor

To earn the Certified Advisor Review™ mark, a review must display this information clearly and prominently, along with supplemental disclosures provided by financial advisors to meet federal and/or state regulatory requirements.

Financial advisors on Wealthtender who remain in good standing are authorized to display the Certified Advisor Reviews™ badge on their website, email signature and social media accounts.

Why should financial advisors convert reviews from sites like Yelp and Google into Certified Advisor Reviews™ on Wealthtender?

By converting reviews from sites like Yelp and Google into Certified Advisor Reviews™, financial advisors provide consumers the transparency and additional information they deserve to judge the accuracy and merits of reviews.

And because Certified Advisor Reviews™ are designed to be fully compliant with the SEC Marketing rule, financial advisors can turn reviews otherwise off-limits into powerful testimonials to proactively attract new clients. 

What if I’m not ready to get started with testimonials yet?

It’s ok. You’re not alone. We know it could take some time before you’re able to move forward depending upon your registration status at federal and state levels (and when your compliance team is ready to give you the green light). When you’re ready, we’ll be here to help you get started. 

Join Wealthtender today to strengthen your online reputation, build authority in your areas of specialization, and attract your ideal clients. With so many benefits to help you grow your business, you’re in good company as the majority of financial advisors on Wealthtender aren’t able to get started with testimonials either.

How Does Wealthtender Compare to Hiring a PR Agency?

Many PR agencies charge a minimum of $5,000 / month with a commitment of several months to get started. By comparison, it costs 99% less to join Wealthtender.

Hiring a PR agency is generally best for advisors interested in media appearances on television shows and live broadcast interviews, areas beyond the scope of Wealthtender services.

Most advisors interested in strengthening their SEO, getting quoted in online publications and generating long-term ROI from digital marketing can accomplish a tremendous amount by joining Wealthtender for $39/month.

Given the choice of spending $5,000 in one month with a PR agency, or gaining 10 years of digital marketing benefits with Wealthtender for the same cost, most advisors will see enduring results and a much more significant ROI by joining Wealthtender.

Learn how Wealthtender helps financial advisors get quoted in the media.

How does Wealthtender compare to other financial advisor digital marketing platforms?

With thousands of consumers visiting Wealthtender each month and our growing network of financial influencers (blogs and podcasts) who reach millions, Wealthtender is uniquely positioned to help advisors attract their ideal clients.

No financial advisor digital marketing platform offers the features and benefits that set Wealthtender apart. Examples include:

  • Enhance top and middle of the funnel marketing effectiveness by creating greater awareness, building authority and establishing trust
  • Collect and display Certified Advisor Reviews™ to turn your clients’ feedback into powerful testimonials that drive referrals to your business. (Note: this is an optional feature that by default is turned off and can be turned on by advisors who choose to opt-in.)
  • Get quoted and featured in articles and guides to build authority in areas of specialization to attract ideal clients.
  • SEO benefits by being featured on Wealthtender to improve advisor visibility and ranking in Google search results.
  • Gain referrals from financial professionals and educators in the Wealthtender community.
  • Weekly promotion opportunities for advisors to amplify the reach of their own articles and other content on social media.
  • Consumer discovery of advisor website content through our proprietary personal finance search engine.
  • Content Boost helps you turn your website into a powerful marketing tool to attract more prospects while driving deeper engagement with your current clients.

Wealthtender complements the marketing solutions you value most and can replace legacy platforms no longer delivering results.

Why should financial advisors join Wealthtender?

For financial advisors looking to grow their practice, Wealthtender offers a low cost, high value complement to other marketing efforts with features designed to strengthen your top and middle of the marketing funnel efforts.

In fact, Michael Kitces identified paid web listing services like Wealthtender asrounding out the top 5 most-efficient strategies for advisor marketing dollars when it comes to client acquisition, and that’s before taking into account the additional features and benefits offered exclusively to financial advisors in our community.

And now with Certified Advisor Reviews™ from Wealthtender, you’re ready to lead the industry in attracting new clients over the next decade.

Unlike many paid listing services where your profile page is all you get, Wealthtender offers advisors opportunities to also be quoted in articles, featured in guides and gain added reach on social media each week.

By joining Wealthtender, you enjoy opportunities for referrals from financial coaches in our community and increased visibility when the hundreds of finance blogs and podcasts in our network refer their readers and listeners to Wealthtender to hire an advisor.

We’re always looking for new ways to help advisors grow. You can sign up for a monthly subscription plan and cancel anytime. It’s up to us to earn your business each and every month. When it comes to digital marketing for financial advisors, we’re committed to delivering unprecedented value.

How much does Wealthtender cost?

Wealthtender offers monthly subscription plans for financial advisors starting at less than $1/day.

How has Wealthtender prepared for the SEC Investment Adviser Marketing rule?

The SEC Investment Adviser Marketing rule offers exciting opportunities for financial advisors to attract new clients and boost their online reputation.

Wealthtender is the first independent financial advisor review platform designed to be fully compliant with the new SEC rule to help advisors make the most of this historic opportunity.

Unlike Google Reviews which display competitors on advisor profile pages and lack required SEC disclosures, Wealthtender is specifically designed to help advisors stand apart while complying fully with the regulations unique to our industry.

We were the first platform mentioned by Michael Kitces for our thought leadership in this area and we’re working closely with industry leaders and stakeholders to ensure a superior experience for advisors on the Wealthtender platform.

To learn more about how Wealthtender compares to Google Reviews and other potential financial advisor review platforms, click here.

I’m Ready to Join. How Do I Get Started?

It’s easy to join financial advisors on Wealthtender who know the power of modern marketing to grow their business.

1️⃣ Click here to choose your subscription plan.
2️⃣ Provide a few details and begin to personalize your profile page.
3️⃣ Watch your inbox for tips to make the most of your subscription.

Simple as that! Have questions? Email yourfriends@wealthtender anytime.

Supercharge Your Marketing ROI.

Joining Wealthtender comes with a LOT of perks.

From benefits that strengthen your online reputation and SEO, to features designed to increase your visibility and build trust with future clients, your marketing budget will barely budge, while your marketing results rev up.

To help financial advisors make the most of their Wealthtender experience, we created a guide covering the wide range of benefits available to help you grow your business.

Want a sneak peek?

Modern Advisor Marketing with Wealthtender provides your future clients with the knowledge and reassurance they need to hire you with confidence and conviction.

A Top 5 Marketing Strategy for Advisors

Wealthtender helps advisors build authority, gain national media recognition, strengthen their SEO, and attract their ideal clients with done-for-you digital marketing services. 

With monthly subscription options starting around $1/day and no long-term commitment, get started today and enjoy:

✅ Free Done-for-You Setup
✅ Impactful Digital Marketing Benefits
✅ Lots of Perks. Low Monthly Cost

💡 How Does Wealthtender Compare to Other Digital Marketing Strategies?

Wealthtender offers affordable done-for-you digital marketing benefits to complement your favorite tools and replace others not meeting your expectations. Below are a few comparisons of Wealthtender to other digital marketing tools available to financial advisors.

Wealthtender vs. Find-An-Advisor Websites

Beyond the opportunity for prospects to discover you on find-an-advisor websites, SEO ranks as one of the most valuable digital marketing benefits of your profile page. This is one of the reasons why listing platforms like Wealthtender ranked in a recent survey conducted by Michael Kitces as a top 5 marketing strategy.

When you join Wealthtender, you benefit from our industry-leading Domain Authority (a search engine ranking score that predicts how likely a website is to rank in search engine result pages). Here’s a comparison:

Domain Authority (DA) as of February 12, 2022, per View current DA on Moz for Wealthtender, Fee Only Network,

💡 Learn more about the benefits of creating profiles on find-an-advisor-websites.

Wealthtender vs. “Get Quoted in the Media” Services

For financial advisors on a very tight budget, free services like HARO offer opportunities to get quoted in the media, but with considerable noise and competition that can make it challenging to stand out.

On the other end of the spectrum, you’ll find PR agencies that charge thousands of dollars a month or hundreds of dollars per quote placement they secure on your behalf.

When you sign up for a monthly Wealthtender Growth ($39/month) or Elite ($59/month) subscription plan, you gain opportunities every month to get quoted on,, popular finance websites in our network, and media outlets affiliated with the Associated Press for no additional cost.

Here’s a comparison of Wealthtender to two “get quoted in the media” services:

Service ProviderTypical Cost
Qwoted ($150/Month
Vetted ( $350+/Article

Wealthtender vs. Review Platforms

Where you choose to collect, display and promote testimonials and endorsements matters. This is especially true for financial advisors and wealth management firms interested in making the most of the new SEC Marketing rule to succeed with online reviews compliantly.

When you’re ready to get started with testimonial marketing, Wealthtender offers the industry’s first playbook with templates and checklists to turn your online reviews into a powerful source of digital referrals for years to come. Below is a quick comparison of Wealthtender to Google reviews, or click here for a deeper dive with tips to choose the right online review platform for you.

Features and PoliciesWealthtenderGoogle
Search Engine Optimization Benefits 🟢 🟢
Compliant with SEC Marketing Rule🟢🔴
Anonymous Client Reviews Permitted🟢🔴
Turn Reviews Feature On/Off Anytime🟢🔴
No Competitors Shown On Your Page🟢🔴

💡 Learn more about Certified Advisor Reviews™ from Wealthtender.

🚀 How Does Done-for-You Digital Marketing Work?

The Industry’s First Done-For-You Digital Marketing Toolkit for Advisors Who Prefer Working Smarter, Not Harder

Wealthtender helps advisors succeed online to build authority, gain national media recognition, strengthen their SEO, and attract their ideal clients with done-for-you digital marketing services. For example:

🛎️ We create your profile page; You personalize it if you choose.

🛎️ We write and publish articles on that reach thousands of people each month; You simply provide a quote to gain visibility and SEO benefits.

🛎️ We syndicate articles on sites like and Associated Press affiliates; You simply provide a quote to reach a national audience.

🛎️ We have relationships with hundreds of financial influencers who reach millions of people each month; You choose from opportunities each month to be featured on their platforms.

🛎️ We sync your business and professional details to 40+ online directories including voice-activated search platforms like Alexa and Siri; You strengthen your SEO and ensure you’re found everywhere online.

🛎️ We amplify your best content on social media each week; You simply provide a link.

And when you’re ready to get started with testimonials, Wealthtender is the first financial advisor online review website compliant with the SEC Marketing rule. We provide you with the playbook to succeed with testimonial marketing and attract the next generation of investors to your practice.

We’re dedicated to helping advisors work smarter, not harder, with plans beginning around $1/day.

Wealthtender and other paid web listing platforms rank as a category among the Top 5 Most Cost-Effective Marketing Strategies for advisors. Expand below to learn more.

Expand to Learn More

According to a 2020 industry benchmarking study conducted by Michael Kitces at Nerd’s Eye View, paid web listing platforms like Wealthtender rank as a category among the Top 5 Most Cost-Effective Marketing Strategies for advisors.

Standout Strategies #4 & #7 for Top Marketing Performers are benefits offered by Wealthtender to XYPN members.

This article authored by Michael Kitces offers valuable insights into the marketing strategies of more than 800 financial advisors who participated in a 2020 industry benchmarking study.

We’re grateful for the tireless efforts by Michael Kitces and his team whose passion for advisor excellence positively influences how we design Wealthtender to help financial advisors grow their business with modern advisor marketing.

Please click the link below to read this article on Nerd’s Eye View.

The Most Efficient Financial Advisor Marketing Strategies And The True Cost To Acquire A Client

Enhance the Top of Your Marketing Funnel.

The top of the modern advisor marketing funnel is all about creating awareness for your professional brand & your unique services.

When you join Wealthtender, you gain visibility with thousands of visitors to each month who want to improve their financial wellbeing.

Your optimized Wealthtender profile page showcases your experience, credentials and areas of specialization to help consumers looking for a financial advisor make more informed hiring decisions.

And by connecting your calendar tool using Calendly, HubSpot or dozens of other platforms, the top of your marketing funnel isn’t just creating awareness, it could also be sending you future clients.

Is the top of your marketing funnel in tip-top shape?

(And the Middle of Your Funnel, Too.)

The middle of your marketing funnel involves building authority and growing trust to generate interest among the right prospects for your practice.

By joining Wealthtender, your benefits include opportunities to be featured and quoted in published resources to gain:

  • Optimal visibility to attract your ideal clients at exactly the right time
  • Search engine optimization benefits helping your website rank higher
  • Highly shareable content for use with clients, prospects and COIs

How are you building authority online to attract your ideal clients?

The World Has Changed. Are You Ready?

The next generation of investors doesn’t want to be sold to; They want to feel informed and educated.

Modern Advisor Marketing with Wealthtender ensures your future clients gain the knowledge and reassurance they’re looking for online to hire you with confidence and conviction.

With plans starting around $1 / day, you’re joining financial advisors on Wealthtender positioned to lead the industry in attracting new clients throughout the historic transfer of trillions of dollars in wealth from Baby Boomers to Millennials over the next decade.

Gain National Media Recognition.
And So Much More.

💬 Getting quoted in major publications and popular websites is an effective way to build authority, strengthen your online reputation, and boost your SEO to rank higher in online search results.

Financial advisors who sign up for a Wealthtender Growth or Elite subscription plan enjoy exclusive opportunities to gain national media recognition on sites like, hundreds of newspapers nationwide through Associated Press syndication, and visibility across personal finance websites in the Wealthtender Financial Network. Click here to learn more.

Explore the Gallery to View Recent Articles and Quotes

Choose the Best Plan for Your Needs.

Enjoy Hundreds of Dollars in Marketing Benefits Each Month. Starting Around $1/Day.

Whether you handle marketing yourself or partner with a marketing consultant, joining Wealthtender is a smart and affordable way to amplify your marketing efforts and accelerate your opportunities for growth.

With our Done For You quick start option available at no additional cost, you’ll enjoy benefits right away without lifting a finger. Or choose the Hands On option to get started today personalizing your profile as easy as editing your LinkedIn page.

Simply choose the subscription plan best for you. Every plan comes with an affordable monthly cost and no long-term commitment. Change plans or cancel anytime. We work hard to earn your business each month.

Get Started with Testimonials.

The new SEC Marketing rule opens the door to new opportunities. And new risks.

We prepared this step-by-step playbook to help you compliantly turn your online reviews into an evergreen source of digital referrals. You might also enjoy our SEC Marketing Rule Education Series of articles, templates, and checklists designed to help you get started with testimonials and endorsements.

Wealthtender Founder and CEO Brian Thorp is a leading industry voice and subject matter expert on the SEC Marketing rule. View recent media mentions:

Compliance Week: New SEC marketing rule offers opportunities, compliance challenges

“Wealthtender is a vendor that publishes financial adviser testimonials that are compliant with the new marketing rule.”

Compliance Week
RIA Intel: Finra Exam Letters Target ‘Finfluencers’ Hired by Wealth Managers

Model FA Podcast: Modernized Marketing Rules for Financial Advisors

🎙 Model FA Podcast Episode 38 – Host David DeCelle interviews Brian Thorp, Wealthtender Founder and CEO, on Modernized Marketing Rules for Financial Advisors.
(Listen to the Interview: Apple Podcasts, Stitcher, Spotify)

Unable to Get Started with Testimonials?

It’s ok. You’re not alone. We know it could take some time before you’re able to move forward depending upon your registration status at federal and state levels (and when your compliance team is ready to give you the green light). When you’re ready, we’ll be here to help you get started. 

Join Wealthtender today to strengthen your online reputation, build authority in your areas of specialization, and attract your ideal clients. With so many benefits to help you grow your business, you’re in good company as the majority of financial advisors on Wealthtender aren’t able to get started with testimonials either.

Introducing Certified Advisor Reviews™.

Certified Advisor Reviews™ help consumers make smarter hiring decisions when choosing a financial advisor.

Wealthtender is the first financial advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing rule. (Learn More)

With Certified Advisor Reviews™, you can:

  • Confidently ask your clients (and acquaintances) for reviews
  • Promote your reviews to attract new clients
  • Strengthen your online reputation with clients and prospects 
  • Establish your trustworthiness with Google and Bing
  • Demonstrate your consumers’ interests first mindset
  • Unlock reviews trapped on sites like Google and Yelp
  • Import and certify reviews from Google & all other platforms
Thinking about asking for reviews on sites like Google or Yelp? Think again.

We’ll be the first to admit if we’re wrong. But we’re not wavering in our belief that forthcoming SEC guidance will clarify that review platforms like Google and Yelp simply aren’t compatible with the SEC Marketing rule, thus limiting acceptable use of these platforms to only include unsolicited reviews.

Here’s What We Know with Certainty:

Google and Yelp are well-known review platforms popular with consumers. And many advisors already have unsolicited reviews written about them visible on these sites. If these are favorable reviews and are truly unsolicited, that’s terrific as advisors gain SEO benefits and visibility among consumers visiting these sites.

But because reviews on Google and Yelp lack the required SEC disclosures to be considered advertisements (e.g. testimonials and endorsements you can promote to grow your business), advisors can’t direct prospects to check out their reviews on these platforms. 

Here’s What We Don’t (Yet) Know:

Unlike unsolicited reviews published on Google or Yelp, the SEC has not formally offered guidance to clarify if solicited reviews on Google and Yelp are deemed an advertisement, and therefore subject to the prohibitions and disclosure requirements described in the SEC Marketing rule. So the question we need the SEC to answer is: Does the act of a financial advisor simply asking for a review to be written on specific platforms like Google or Yelp entangle an advisor in its creation and trigger the prohibitions and disclosure requirements?

While industry opinions are mixed on the guidance the SEC will ultimately provide, we believe it’s highly likely the SEC will take issue with advisors proactively soliciting reviews on platforms known to be incompatible with the Marketing rule. With its principles-based rule intended to ensure consumers gain important information to make more informed decisions, we don’t expect the SEC to look favorably upon a rampant proliferation of advisor reviews on platforms incapable of addressing the Marketing rule’s prohibitions and disclosure expectations.

Further, we believe the SEC could point to FINRA Regulatory Notice 17-18 that addresses this topic covering testimonials of registered representatives. In the notice, FINRA states: “FINRA does not regard unsolicited third-party opinions or comments posted on a social network to be communications of the broker-dealer or the representative for purposes of Rule 2210, including the requirements related to testimonials in paragraph (d)(6).”  

Wealthtender has submitted written requests for clarification on this matter to the SEC (likely along with many other industry participants) and we monitor the SEC’s Marketing rule FAQ page daily. We’ll share updates as additional SEC guidance becomes known.

October 12, 2021 Update: The SEC Investment Adviser Regulation Office (within the Division of Investment Management) responded by email to Wealthtender confirming their team will consider updating the SEC Marketing rule FAQ page to address the analogous question answered by FINRA in Regulatory Notice 17-18 that could put this matter to rest.

Turn Certified Advisor Reviews on at any time. We’re ready when you are.

Michael Kitces Offers His Perspective on Certified Advisor Reviews™

“… Wealthtender is launching a more centralized “Advisor Reviews” platform, where advisors can sign up for a page on Wealthtender that centralizes all of their Google, Yelp, and other third-party website reviews, and repackages them as “Certified Advisor Reviews” (reviewed by Wealthtender) for which the advisor can add a Reviews badge to their website (linking to their Wealthtender profile).

…Nonetheless, the reality is that because testimonials have long been recognized as such a powerful marketing tool – including in financial services, where for decades they were only banned because they were deemed too influential and at risk for abuse! – it seems inevitable that client testimonials will soon become a core part of advisor marketing. The only question is how, exactly, advisory firms will find it best to collect and share them for the (right) prospects to see?”

– Michael Kitces at Nerd’s Eye View
The Latest in Financial #AdvisorTech (June 2021)

Advisory Firm Growth Solutions

Increase Visibility for Your Firm.
(And Collect Testimonials Compliantly.)

Does your firm have multiple financial advisors? 

When two or more financial advisors from the same firm join Wealthtender, we’ll create a profile page for your firm upon request.

Your firm profile page offers an additional way for prospective clients to learn what’s unique about your services and team, with quick access to individual profile pages for each affiliated advisor.

You can also collect and display testimonials for your firm in compliance with SEC Marketing rule requirements.

Use Custom Widgets from Wealthtender for Your Firm’s Unique Needs

Looking for White Label Solutions?

Whether you’re looking for a fully compliant plug & play solution to showcase your advisors and their Certified Advisor Reviews on your website, or you’re interested in customized widgets without incurring development costs, white label solutions from Wealthtender may be ideal for your needs.

With widgets designed for easy installation on your own website or hosted for you on, we’re happy to discuss ways we can help you achieve your goals.

Advisors Thrive With Wealthtender

Financial advisors join Wealthtender to attract new clients and build authority.
Wealthtender offers unique opportunities for advisors to grow their practice.

Jeremy is proud of the financial certifications he’s earned. And each week, Jeremy gets noticed by prospective clients reading articles on about the designations he holds, including CFP, CFA and CKA.

Advisors joining Wealthtender are automatically listed in articles for each designation they’ve earned, reaching more people interested in their credentials.

Ryan’s areas of specialization include helping people interested in investing in cryptocurrencies. By featuring Ryan in articles and resources like this Q&A related to his niche, he’s creating awareness and gaining recognition as a leading authority on cryptocurrencies.

Do you specialize in a niche? By joining Wealthtender, you gain opportunities like Ryan to attract the right prospects to your practice.

Deb has been quoted in multiple Wealthtender articles, including this syndicated article on increasing her authority and visibility with potential future clients in her desired demographic.

When advisors join Wealthtender, the opportunity to reach new clients extends beyond our platform to popular publications and influential finance websites and podcasts with millions of readers and listeners.

Deb Meyer


Vrishin is a proud member of the XY Planning Network offering services virtually to Millennial and Gen Z clients nationwide. When consumers read our article Should You Hire an XY Planning Network Financial Advisor, Vrishin gains visibility with prospects who value his association with the network.

Advisors affiliated with XY Planning Network are automatically featured in this article upon joining Wealthtender to attract the next generation of clients to grow their business.

Vrishin Subramaniam


Stephanie co-hosts the Take Back Retirement podcast for Gen X and Baby Boomer women. With a free profile page in the Wealthtender finance podcast directory as part of her subscription, Stephanie attracts new subscribers who may become future clients.

Advisors who publish a finance blog or host a podcast can create free profile pages in the Wealthtender finance blog and podcast directories included with their subscription.

Stephanie McCullough

Sofia Financial

Jay is interested in growing his practice locally in the town of New Bern, North Carolina where he is active in the community. Jay gains recognition for his local presence in the Wealthtender Guide to Advisors in New Bern.

All advisors who join Wealthtender are featured in a local guide for opportunities to attract clients who live nearby.