Choose the plan that’s right for you.
Grow faster with the industry’s leading digital marketing platform for advisors and wealth management firms.
Individual advisor pricing shown below. Advisory firm discounts (5+ advisors) applied automatically at checkout. Jump to FAQs
annual billing.
Easy Sign Up
- Done-For-You profile setup included
- Discounts for annual billing & advisory firm subscriptions (5+ advisors)
Essential SEO:
- Your SEO-optimized advisor profile on Wealthtender enhances your presence in search engines & AI tools (Google, ChatGPT, etc.)
- Gain visibility on wealthtender.com visited by ~500,000 consumers annually
- Inclusion in US advisor directory and interactive map on Wealthtender
- Inclusion in primary local advisor directory and interactive map on Wealthtender
- Inclusion in the Wealthtender guide to virtual financial advisors
- Inclusion in professional designation directories on Wealthtender
- Prospects can book calls directly from your preferred calendar tool
- When prospects find you through Wealthtender, there’s never any additional cost
Certified Advisor Reviews™:
- Step-by-step playbook to establish a compliant testimonial marketing program
- Compliantly collect and publish online reviews on Wealthtender
- Display testimonials on your website compliantly with Wealthtender widgets
- Strengthen your online reputation with reviews indexed in search engines & AI tools (Google, ChatGPT, etc.)
- Eligible for inclusion in highly-rated advisor directory and interactive map on Wealthtender
- Import Google Reviews to Wealthtender to amplify their impact
Advisory Firm Features (5+ Advisors):
- Gain additional visibility and SEO benefits with an advisory firm profile on Wealthtender
- Activate Wealthtender Review Sync™ to synchronize reviews across all advisor profiles
- Grant administrator privileges to home office staff tasked with compliance and/or marketing oversight
Easy Sign Up
- Done-For-You profile setup included
- Discounts for annual billing & advisory firm subscriptions (5+ advisors)
All Growth Essentials benefits, plus:
- Build authority and strengthen SEO with weekly opportunities to get quoted in popular media outlets
- Get featured in up to 4 category or specialist directories on Wealthtender to attract your ideal clients
- Supplemental inclusion in an additional local advisor guide on Wealthtender
- Get featured as a specialist in up to two large employer Q&A articles
Supercharge Your Social Media with Testimonial Marketing Studio™
$ 69 79 /mo
Get StartedEasy Sign Up
- Done-For-You profile setup included
- Discounts for annual billing & advisory firm subscriptions (5+ advisors)
All Growth Premier benefits, plus:
- Harness the full potential of your online reviews to convert more prospects into clients with a Testimonial Marketing Studio™ Pro plan
- Access a growing library of professionally designed video and image templates, plus enjoy early access to new releases
- Import your Certified Advisor Reviews™ into Studio projects with just two clicks
- Create scroll-stopping social media content and impactful resources for marketing campaigns in under two minutes
- Easily preview and regenerate projects to optimize their design and ensure disclosures satisfy regulatory and firm compliance requirements
“Wealthtender is one of the best decisions we have made as a firm. I wish we had done it sooner.”
Gerry Barrasso
President & Founder
United Financial Planning Group
Compare Plan Options Side by Side
Individual advisor pricing shown below. Advisory firm discounts (5+ advisors) applied automatically at checkout. Jump to FAQs
Plan FeaturesChoose your plan based on the benefits most important to your business.
Monthly
Yearly
Enjoy savings with annual billing.
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Growth Essentials$ 45 49 /mo |
Growth Premier$ 53 59 /mo |
Marketing Pro$ 69 79 /mo |
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EASY SIGNUP: |
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Done-for-you profile setup included
We’ll create your advisor profile(s) within 2 business days. Prefer to do-it-yourself? That’s fine, too. We’ll confirm your preference after you sign up.
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✔️ | ✔️ | ✔️ |
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Discounts for annual billing
Monthly plans provide an opportunity to decide if we’re a good fit for your long-term marketing strategy. If so, switch to annual billing at any time and enjoy the added savings.
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✔️ | ✔️ | ✔️ |
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Discounts for advisory firm subscriptions (5+ advisors)
Advisory firms that join Wealthtender with 5 or more advisors benefit from discounted pricing automatically applied at checkout. Visit the FAQ section below for details.
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✔️ | ✔️ | ✔️ |
ESSENTIAL SEO: |
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SEO-optimized advisor profile
Your SEO-optimized advisor profile on Wealthtender enhances your presence in search engines & AI tools (Google, ChatGPT, etc.) and benefits from Wealthtender’s industry-leading domain authority.
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✔️ | ✔️ | ✔️ |
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Visibility with 500,000 consumers annually
Around 50,000 people visit wealthtender.com each month seeking help with their finances and to find an advisor. Your profile helps you get noticed.
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✔️ | ✔️ | ✔️ |
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Unlimited prospect appointments
Prospects can book initial appointments directly from your Wealthtender profile page when you link to Calendly or your scheduling tool of choice. When prospects find you through Wealthtender, there’s never any additional cost.
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✔️ | ✔️ | ✔️ |
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Embed a video on your profile
Increase engagement on your profile and strengthen SEO by embedding a video directly on your profile (hosted on YouTube or Vimeo). Share what makes you unique and accelerate the trust-building process.
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✔️ | ✔️ | ✔️ |
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Inclusion in US advisor directory & interactive map
Once your profile is published, you’re automatically added to the Wealthtender US advisor directory and interactive map visited by thousands of consumers each month.
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✔️ | ✔️ | ✔️ |
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Inclusion in primary local directory & interactive map
Within a few days of joining Wealthtender, you’re added to the local guide for your hometown where you’re featured in an interactive map and gallery to gain visibility with consumers looking to hire a nearby advisor.
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✔️ | ✔️ | ✔️ |
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Inclusion in guide to virtual financial advisors
Beyond helping you attract nearby clients by featuring you in your local guide, gain visibility with consumers interested in working with advisors who offer virtual services.
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✔️ | ✔️ | ✔️ |
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Inclusion in professional designation directories
Whether you’re a CFP or you’ve earned another designation(s), we want to ensure you receive the recognition you deserve. We’ve published over 35 resources that educate people on the potential benefits of hiring an advisor with credentials relevant to their financial planning needs. If we’ve published an article about a professional designation you hold, you’ll be automatically added within a few days of joining Wealthtender.
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✔️ | ✔️ | ✔️ |
CERTIFIED ADVISOR REVIEWS™: |
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Step-by-step testimonial marketing playbook
Follow in the footsteps of advisory firms that have used the Wealthtender testimonial marketing playbook to compliantly collect thousands of 5-star reviews.
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✔️ | ✔️ | ✔️ |
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Compliantly collect and publish online reviews
Collect and publish Certified Advisor Reviews™ on the industry’s first SEC-compliant online reviews and testimonial marketing platform.
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✔️ | ✔️ | ✔️ |
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Compliantly display testimonials on your website
Embed customized widgets from Wealthtender to compliantly display and promote Certified Advisor Reviews™ on your own website.
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✔️ | ✔️ | ✔️ |
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Reviews indexed in search engines & AI tools
Strengthen your online reputation with reviews indexed in search engines & AI tools (Google, ChatGPT, etc.). Your reviews send positive trust signals that influence algorithms and help you rank higher in search results.
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✔️ | ✔️ | ✔️ |
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Inclusion in highly-rated advisor directory
After your first reviews are published on your Wealthtender profile, you’re automatically added to the Wealthtender guide to highly-rated advisors, providing you with additional visibility among consumers in an interactive map and directory.
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✔️ | ✔️ | ✔️ |
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Import Google Reviews to Wealthtender
Whether you have unsolicited reviews on Google, or you’re compliance officer has provided permission for your firm to collect Google Reviews, import Google Reviews to Wealthtender to amplify their impact and mitigate the risk of a regulatory enforcement action.
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✔️ | ✔️ | ✔️ |
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Online reviews administration dashboard
Monitor your pending and published reviews from a centralized dashboard with access to add and update disclosures.
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✔️ | ✔️ | ✔️ |
ATTRACT YOUR IDEAL CLIENTS: |
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Inclusion in up to 4 category/specialist directories
Choose up to 4 category or specialist directories on Wealthtender where you would like to be featured to attract your ideal clients.
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Inclusion in up to 2 large employer Q&A articles
Participate in up to 2 large employer Q&A articles on Wealthtender build your authority as a specialist advisor for company employees.
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Inclusion in 1 additional local advisor guide
Gain supplemental inclusion in an additional local advisor guide on Wealthtender where you have a second office or conduct in-person meetings.
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GET QUOTED IN THE MEDIA: |
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Weekly opportunities to gain media exposure
Respond to multiple source requests from writers each week and get quoted in popular media outlets. Build authority, gain backlinks to strengthen SEO, and generate interest among prospects.
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TESTIMONIAL MARKETING STUDIO™: |
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Testimonial Marketing Studio™ Pro plan
Harness the full potential of your online reviews to convert more prospects into clients with a Testimonial Marketing Studio™ Pro plan.
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Professionally designed video and image templates
Access a growing library of professionally designed video and image templates, plus enjoy early access to new releases.
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Seamlessly import reviews into your studio
Import your Certified Advisor Reviews™ into Studio projects with just two clicks.
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Create scroll-stopping social media content
Create scroll-stopping social media content and impactful resources for marketing campaigns in under two minutes.
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Editing features for optimal design & compliance
Easily preview and regenerate projects to optimize their design and ensure disclosures satisfy regulatory and firm compliance requirements.
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– | – | ✔️ |
ADVISORY FIRM FEATURES: |
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Advisory firm profile
When you join Wealthtender with 5 or more advisors, gain additional visibility and SEO benefits at no additional cost with an advisory firm profile on Wealthtender.
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5+ Advisors | 5+ Advisors | 5+ Advisors |
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Review Sync™
By activating Wealthtender Review Sync™ (optional feature), incoming reviews to your firm profile will also display on each advisor’s Wealthtender profile. The benefits don’t stop there. When prospective clients search Google for your firm name or the name of any advisor, your gold stars appear in search results, strengthening your SEO and helping you stand out.
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5+ Advisors | 5+ Advisors | 5+ Advisors |
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Admin tools for home office staff
Grant administrator privileges to home office staff tasked with compliance responsibilities, marketing oversight, or general business support.
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5+ Advisors | 5+ Advisors | 5+ Advisors |
ADD-ON BENEFITS: |
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Inclusion in an additional directory or Q&A article
Get featured in additional specialist directories, local guides, and large employer Q&As. (Each additional feature: $6/mo. or $60/yr.)
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$6/month | $6/month | $6/month |
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Content Creator Bundle
Each month, receive 3 Content Creator Credits entitling you to submit up to 1 guest post, 1 syndication, and 1 “Ask an Advisor” article for publication on Wealthtender. Each published item will also be promoted by Wealthtender in a social media post. Please note that credits must be used in their designated month and do not rollover. There are no refunds for unused credits.
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$39/month | $39/month | $39/month |
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“Ask an Advisor” spotlight feature
Respond to a client or prospect question (or provide a prompt in the form of a question) with at least 500 words. We’ll feature your response in an article published on Wealthtender and promoted in a social media post.
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$40 one-time cost (per feature) | $40 one-time cost (per feature) | $40 one-time cost (per feature) |
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Tacos with our founder in Austin
Visiting Austin? Our founder, Brian Thorp, would love to treat you to tacos, coffee, or a margarita. Connect with brian@wealthtender.com.
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Free | Free | Free |
Wealthtender appreciates our community of financial advisors who rated us extraordinary in the T3 Advisor Software Survey in 2023 (and again in 2024).
Questions? We have answers.
If you can’t find what you’re looking for, please email yourfriends@wealthtender.com.
Do you offer discounts?
We do! When you choose to pay upfront with annual billing for a 12-month subscription, you’ll receive a discount compared to monthly payments. Simply toggle the monthly/yearly button in the pricing table above to view the available discounts.
What discounts are available for advisory firms?
Advisory firms that sign up for a Wealthtender subscription with 5 or more advisors benefit from tiered pricing discounts applied automatically at checkout. Simply choose a plan above and click the Get Started button. At checkout, enter the number of advisors who will have a profile on Wealthtender.
The table below reflects the discounted pricing tiers for each plan based on the number of advisors. The first four advisors are charged based on the first pricing tier, and subsequent advisors are charged at the corresponding tier rate. For example, the cost of a Wealthtender Growth Premier monthly subscription for 10 advisors is $554 ($59 × 4 advisors + $53 x 6 advisors). The rates shown in the annual billing section reflect the monthly equivalent cost for the corresponding tier rate.
Have additional questions? Email yourfriends@wealthtender.com or schedule a call.
Can I change my plan later?
Yes, of course! As your business grows and evolves, Wealthtender is ready to adapt with you. Submit an upgrade or downgrade request at any time through your account dashboard and we’ll follow up with you promptly.
What if we need to change the number of advisors included in our subscription?
Whether you’re adding new advisors or need to adjust for advisors who have left your firm, we’re always happy to help. Simply notify yourfriends@wealthtender.com and we’ll follow up right away.
What happens after I sign up?
After choosing your preferred plan above, click the Get Started button and provide your preferred form of payment. Then watch your inbox for a confirmation email. With our Done-for-You setup service, we’ll follow up within a day or two when your profile(s) are ready for review and to continue your onboarding. If you prefer a do-it-yourself approach, that’s fine, too. We’ll confirm your preference in the confirmation email.
Are there alternative plans available?
Yes. Beyond the three most popular plans offered by Wealthtender as described above, we offer two additional options:
Membership in The AGC™ (Advisors Growing as a Community): The AGC is a collaborative community of 160+ advisors who gather online and in-person to grow personally & professionally alongside their peers. AGC membership includes all Wealthtender Growth Premier plan benefits at no additional cost.
↗️Learn More
SEO Starter: This plan is best if you’re a state-registered RIA in a state that prohibits using testimonials or your compliance department doesn’t yet permit online reviews. For $39/month (or discounted to $420 for annual billing paid upfront), the SEO Starter plan includes the Essential SEO benefits from the Growth Essentials plan exclusively.
↗️ Sign Up for SEO Starter (Monthly Payments) | ↗️ Sign Up for SEO Starter (Annual Billing)
Does Wealthtender support enterprise partnerships?
Yes. We look forward to a conversation to learn more about your organization and unique needs. Join national advisor networks like Mariner Wealth and Carson Group partnering with Wealthtender to provide their advisors with industry-leading digital marketing benefits that convert more prospects into clients. ↗️Schedule a Partnership Call or send a note to brian@wealthtender.com.
What if I decide to cancel?
If you no longer feel Wealthtender is a good fit, you may cancel at any time through your account dashboard. You’ll still have access to your paid plan for the remainder of your billing cycle.
What if I have more questions?
We look forward to hearing from you!
Send a note to yourfriends@wealthtender.com and we’ll be happy to help. You can also call us at (512) 856-5406 or schedule a Zoom call.