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Financial Advisor Pricing

Change your plan any time. It grows with you.

Elite

Showcase Your Expertise as a Leading Industry Authority.

$ 79 .00 a month

Select Plan

Sign Up Risk Free

  • Cancel within 60 days for a full refund. No questions asked.

Premium Features

  • Showcase listing in one expert guide with call-out quote for maximum exposure
  • Featured listing in one expert guide to boost your authority and attract your ideal clients
  • Membership in Wealthtender Financial Network
  • Get quoted in articles and gain industry recognition
  • Boost SEO for your own website to rank higher in search results
  • Opportunities for social media promotion
  • Answer site visitor questions to build your personal brand
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month
  • Eligible for upgrade option to be featured in additional expert guides (subject to availability)

Standard Features

  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Attract new clients who contact you from your directory listing
  • Gain recognition as a top advisor in your local community guide
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

Growth

Grow Your Business Faster. Gain Industry Recognition.

$ 39 .00 a month

Select Plan

SIGN UP RISK FREE

  • Cancel within 60 days for a full refund. No questions asked.

PREMIUM FEATURES

  • Showcase listing in one expert guide with call-out quote for maximum exposure
  • Featured listing in one expert guide to boost your authority and attract your ideal clients
  • Membership in Wealthtender Financial Network
  • Get quoted in articles and gain industry recognition
  • Boost SEO for your own website to rank higher in search results
  • Answer site visitor questions to build your personal brand
  • Opportunities for social media promotion
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month
  • Eligible for upgrade option to be featured in additional expert guides (subject to availability)

STANDARD FEATURES

  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Attract new clients who contact you from your directory listing
  • Gain recognition as a top advisor in your local community guide
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

Starter

Get Discovered.
Attract New Clients.

$ 29 .00 a month

Select Plan

SIGN UP RISK FREE

  • Cancel within 60 days for a full refund. No questions asked.

PREMIUM FEATURES

  • Showcase listing in one expert guide with call-out quote for maximum exposure
  • Featured listing in one expert guide to boost your authority and attract your ideal clients
  • Membership in Wealthtender Financial Network
  • Get quoted in articles and gain industry recognition
  • Boost SEO for your own website to rank higher in search results
  • Answer site visitor questions to build your personal brand
  • Opportunities for social media promotion
  • Eligible to be featured in Wealthtender subscriber newsletter
  • Promotion of your articles or podcast episodes to thousands of people we reach each month
  • Eligible for upgrade option to be featured in additional expert guides (subject to availability)

STANDARD FEATURES

  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Attract new clients who contact you from your directory listing
  • Gain recognition as a top advisor in your local community guide
  • BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories

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

- Warren Buffett

We Can Help

Frequently Asked Questions

Do you offer discounts?

Yes! We’re happy to offer you a 12 month subscription for the Financial Advisor Elite or Growth plan for less than the cost of 10 months when paid in advance.

You’ll save more than 20% with your upfront annual payment of $799 for the Elite plan or $399 for the Growth plan.

Please note this offer is exclusively available to founding members and this offer may end at any time. To take advantage of this discount, please email yourfriends@wealthtender.com today!

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. Simply login to your account and select ‘cancel my plan’. We also hope you’ll contact us at membership@wealthtender.com to let us know if there’s anything we can do to change your mind.

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.

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