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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 your local community guide to attract the most prospects (subject to availability)
  • Showcase listing in evergreen niche article with callout quote to gain recognition and SEO benefits as a leading authority in your area of specialization
  • Showcase listing in financial certification articles with callout quote for each designation you hold
  • Referral opportunities from financial coaches and educators
  • Boost SEO for your own website to rank higher in search results
  • 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

Standard Features

  • Get noticed by thousands of monthly visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Collect and display testimonials and endorsements to boost your reputation online
  • Attract new clients who contact you from your directory listing
  • Gain recognition with a basic listing in your local community guide
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible for content syndication add-on option to boost engagement on your website
  • Eligible to earn income through Wealthtender Coaching Connections and attract potential advisory clients
  • 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

  • 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
  • Boost SEO for your own website to rank higher in search results
  • 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

STANDARD FEATURES

  • Get noticed by thousands of monthly visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Collect and display testimonials and endorsements to boost your reputation online
  • Attract new clients who contact you from your directory listing
  • Gain recognition with a basic listing in your local community guide
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible for content syndication add-on option to boost engagement on your website
  • Eligible to earn income through Wealthtender Coaching Connections and attract potential advisory clients
  • 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

  • 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
  • Boost SEO for your own website to rank higher in search results
  • 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

STANDARD FEATURES

  • Get noticed by thousands of monthly visitors to wealthtender.com
  • Customize your profile page in the Wealthtender Financial Advisor Directory
  • Collect and display testimonials and endorsements to boost your reputation online
  • Attract new clients who contact you from your directory listing
  • Gain recognition with a basic listing in your local community guide
  • Membership in Wealthtender Financial Network
  • Claim your keyword in the WISE search engine to rank above all other search results
  • Eligible for content syndication add-on option to boost engagement on your website
  • Eligible to earn income through Wealthtender Coaching Connections and attract potential advisory clients
  • 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

Why should I sign up with Wealthtender?

If you’re looking to attract more clients to your business, Wealthtender offers you a low cost, high value complement to your other marketing efforts.

 

In fact, Michael Kitces identified paid web listing services like Wealthtender as “rounding out the top 5 most-efficient strategies” for advisor marketing dollars when it comes to client acquisition.

 

And unlike many other paid listing services where your profile page is all you get, Wealthtender offers you opportunities to be quoted in articles, featured in guides and we help promote your own content across social media each week. By joining Wealthtender, you also gain opportunities for referrals from our community of financial coaches and exposure when the hundreds of personal 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 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 paid listing services, we’re committed to delivering unprecedented value.

Will Wealthtender support financial advisor ratings and reviews once permitted by the SEC after May 4, 2021?

Yes, Wealthtender is working closely with our securities attorney and other stakeholders to be the first independent platform to fully comply with the SEC Investment Adviser Marketing rule when it becomes effective on May 4, 2021.

 

Michael Kitces acknowledged the trendsetting work we’re doing in his January 2021 newsletter on The Latest in Financial Advisortech.

 

If you’re interested in being one of the first financial advisors to take advantage of this new opportunity to grow your business, please feel free to reach out to our founder directly with any questions. (We’re happy to speak with your legal and compliance team, too!) Contact Brian Thorp by email at brian.thorp@wealthtender.com or (512) 856 – 5406.


Note: If you prefer to not utilize ratings and reviews in your marketing activities after May 4th, or your compliance team requires additional time to finalize procedures, you’ll enjoy all other features and benefits of joining the Wealthtender community. It’s your choice.

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!


And for a limited time during our soft launch in March 2021, you can also enjoy 50% off your first 3 months when you use code SAVE50.

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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