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Choose the Best Plan for You

Grow your business. 🚀
Starting around $1 a day. âś…
All plans include Certified Advisor Reviews™

Elite

Showcase Your Expertise as a Leading Industry Authority.

$ 59 .00 a month

Select Plan

EASY SIGN UP

  • No long-term contracts. Cancel anytime.

Standard Features

  • Collect and display Certified Advisor Reviews™
  • Get noticed by thousands of monthly visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Link to your Calendly or other scheduling tool. Prospects can book an intro call from your profile page.
  • Boost SEO for your own website to rank higher in search results
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible to earn income through Wealthtender Coach Connect™ and attract potential advisory clients
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

Elite Benefits

  • Showcase listing in your local community guide to attract the most prospects (subject to availability)
  • Featured listing in evergreen niche article to gain recognition in your area of specialization
  • Featured listing in financial certification articles for each designation you hold
  • Referral opportunities from financial coaches and educators
  • Eligible to be quoted in articles and gain industry recognition
  • Weekly opportunities for social media promotion of your own articles or podcast episodes
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month
Growth

Grow Your Business Faster. Gain Industry Recognition.

$ 39 .00 a month

Select Plan

EASY SIGN UP

  • No long-term contracts. Cancel anytime.

STANDARD FEATURES

  • Collect and display Certified Advisor Reviews™
  • Get noticed by thousands of visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Link to your Calendly or other scheduling tool. Prospects can book an intro call from your profile page.
  • Boost SEO for your own website to rank higher in search results
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible to earn income through Wealthtender Coach Connect™ and attract potential advisory clients
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

Growth Benefits

  • Enhanced listing in your local community guide to attract more prospects
  • Featured listing in evergreen niche article to gain recognition in your area of specialization
  • Featured listing in financial certification articles for each designation you hold
  • Referral opportunities from financial coaches and educators
  • Eligible to be quoted in articles and gain industry recognition
  • Weekly opportunities for social media promotion of your own articles or podcast episodes
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month
Starter

Get Discovered.
Attract New Clients.

$ 29 .00 a month

Select Plan

EASY SIGN UP

  • No long-term contracts. Cancel anytime.

STANDARD FEATURES

  • Collect and display Certified Advisor Reviews™
  • Get noticed by thousands of monthly visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Link to your Calendly or other scheduling tool. Prospects can book an intro call from your profile page.
  • Boost SEO for your own website to rank higher in search results
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible to earn income through Wealthtender Coach Connect™ and attract potential advisory clients
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

Upgrade for More!

  • Enhanced listing in your local community guide to attract more prospects
  • Featured listing in evergreen niche article to gain recognition in your area of specialization
  • Featured listing in financial certification articles for each designation you hold
  • Referral opportunities from financial coaches and educators
  • Eligible to be quoted in articles and gain industry recognition
  • Weekly opportunities for social media promotion of your own articles or podcast episodes
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month

“The best investment you can make is in yourself.”

- Warren Buffett

We Can Help

Frequently Asked Questions

Why should I sign up with Wealthtender?

Wealthtender is a modern digital marketing platform helping you build authority as a leader in your areas of specialization to attract clients who are a good fit for your 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, when you join Wealthtender, you’re attracting your ideal clients and boosting your reputation online.

 

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

 

With thousands of people visiting wealthtender.com 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.

 

We’re always looking for new ways to help you grow. 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 modern marketing for financial advisors, we’re committed to delivering unprecedented value.

Does Wealthtender support financial advisor ratings and reviews now permitted by the SEC?

Yes. In fact, Wealthtender is the first financial advisor online review platform designed to be fully compliant with the new SEC Marketing rule.

 

After 60 years of regulatory prohibition, financial advisors now have a powerful new tool to grow their business thanks to the Securities and Exchange Commission (SEC) and the launch of Certified Advisor Reviews™ from Wealthtender. Learn more about Certified Advisor Reviews.

 

Note: If you prefer to not utilize ratings and reviews in your marketing activities, or your compliance team requires additional time to finalize procedures, you’ll enjoy all other features and benefits of joining the Wealthtender community and can turn Certified Advisor Reviews on anytime.

 

Curious what Michael Kitces has to say about Certified Advisor Reviews™ from Wealthtender?

“… 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)

Do you offer discounts?

Yes! We’re happy to offer you 2 months free when you sign up for the Elite or Growth plan and pay for your 12 month subscription in advance. You’ll save more than 20% with your upfront annual payment of $599 for the Elite plan or $399 for the Growth plan. To take advantage of this discount, please email yourfriends@wealthtender.com today!

 

Are you a new financial advisor with less than one year experience working with clients? Email yourfriends@wealthtender.com to ask about our special offer for first-year financial advisors.

Can I switch plans?

You bet! You can switch plans at any time.

How do I cancel my plan?

We make it easy to cancel your plan anytime. Send an email to membership@wealthtender.com and we’ll be happy to help right away. We also hope you’ll let us know if there’s anything we can do to change your mind so we can continue to help you grow your business.

What happens to my profile page on Wealthtender if I cancel my plan?

Once your plan is cancelled, your profile page will be removed from Wealthtender. Poof!

Have more questions or feedback?

We want to hear from you! Send a note to yourfriends@wealthtender.com and we’ll be happy to answer your questions and listen to your feedback. You can also text or call us at (512) 856-5406.