And unlike many other paid listing services where your profile page is all you get, Wealthtender offers you opportunities to collect and display Certified Advisor Reviews™, 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 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, Wealthtender has worked closely with our securities attorney and other stakeholders to become the first independent platform to fully comply with the SEC Investment Adviser Marketing rule that became 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.
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 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 email@example.com today!
Are you a new financial advisor with less than one year experience working with clients? Email firstname.lastname@example.org 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 email@example.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 firstname.lastname@example.org 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.