Choose the plan that fits your growth goals

Think of the three plans as a progression: convert prospects into clients, compound your reputation over time, then command your market or niche. Convert ($59/mo) is the foundation: an SEO and AI-optimized profile, compliant client reviews, specialist directory placements, and weekly media quote opportunities. Compound ($79/mo) adds the tools that turn your reputation and expertise into a growth accelerator: AI-Optimized FAQs that help you get cited in AI answers, the Testimonial Marketing Studio™ to promote your reviews, and your first Large Employer Q&A showcase feature. Command ($99/mo) adds a custom Firm Focus Page built on Wealthtender’s domain authority, upgrades your employer Q&A participation to Tier 1 employers, and includes a 10% discount across all add-ons.

A Firm Focus Page offers a modern layout, SEO and AI-optimized page to showcase your practice or spotlight your niche, hosted on wealthtender.com to benefit from the strength of our Domain Authority. For solo advisors without access to a modern website platform, it’s an affordable complement built on a domain with significantly more authority than most advisor websites. For advisors and firms with a solid website, it’s a powerful complement: a second indexed page that can capture search traffic and AI citations your primary site might not. Firm Focus Pages highlight your specialization, services, and Certified Advisor Reviews™, and are fully crawlable by search engines and AI tools. One page is included with the Command plan, and additional pages are available as an add-on for any plan. Learn more about Firm Focus.

Yes. The Command plan includes one Firm Focus Page and one Tier 1 Large Employer Q&A participation by default. If your growth strategy is more focused on reaching employees at specific companies than on building a standalone brand page, you can swap your included Firm Focus Page for one additional Large Employer Q&A participation (Tier 2/3 employers) at no extra cost. That gives you two employer Q&A placements in total, your Tier 1 participation plus one Tier 2/3 participation, instead of a Firm Focus Page. You choose during onboarding and can revisit the choice with our team as your strategy evolves. It’s one included benefit either way; the swap simply lets you point it where it delivers the most value for your practice.

Wealthtender’s Large Employer Q&A series publishes articles featuring financial advisors answering questions specific to employees of large companies: equity compensation, retirement plan details, executive benefits, and planning needs unique to that employer’s workforce. Each article is optimized to appear when that company’s employees search for guidance or an advisor in Google, ChatGPT, and other AI tools. You contribute answers in your area of expertise, and Wealthtender handles the article structure, optimization, and publishing. The Compound plan includes one Tier 2/3 employer participation, the Command plan includes one Tier 1 participation, and additional participations are available as add-ons on any plan. Learn more about the Large Employer Q&A series.

Employer tiers reflect the size, profile, and competitiveness of each company’s employee base. Tier 1 employers are typically large, high-profile companies with significant equity compensation programs, where employees are most likely to have complex planning needs and advisor demand is highest. Tier 2 and Tier 3 employers represent a broader range of substantial companies with meaningful planning opportunities. Both deliver genuine high-intent visibility; Tier 1 access is included with the Command plan to reflect its premium placement value.

AI-Optimized FAQs are structured question-and-answer pairs published on your Wealthtender profile with schema markup applied automatically, with no technical setup required on your end. Schema markup is the structured data format that search engines and AI tools use to parse and cite content directly. When your FAQs carry proper schema, they’re eligible to appear in Google’s “People Also Ask” results, in AI-generated answers in tools like ChatGPT, Gemini, and Perplexity, and in rich search results. Up to 10 AI-Optimized FAQs are included with the Compound and Command plans.

Great question, and we want to be completely transparent about what to expect. Unlike traditional lead generation platforms where advisors often spend $3,000 to $5,000+ per month for a high volume of cold leads shared with competing advisors, Wealthtender inquiries are episodic but warm and self-qualified. Rather than a ‘smiling and dialing’ outbound strategy, prospect inquiries are inbound, meaning that contact happens when consumers actively research advisors and discover your profile organically through Google, AI tools like ChatGPT and Gemini, or Wealthtender directly. And when someone receives your name as a referral, 83% of Americans say the first thing they’ll do is look for online reviews about you and a few other advisors.

A helpful framework: think of Wealthtender as a call option on high-quality leads. Your subscription, like an in-the-money call option, delivers immediate intrinsic value (SEO and AI optimization, compliant reviews, directory visibility, media exposure) with asymmetric upside when the right prospect finds you. Prospects who reach out through Wealthtender have typically already read your reviews and chosen to contact you specifically, making them warmer and further along in their decision. The advisors seeing the strongest results commit long-term and actively invite clients to write reviews. Individual results vary. See how Wealthtender compares to SmartAsset for a deeper look at the lead generation landscape.

Some compliance teams are comfortable with limited use of Google Reviews (e.g., inviting clients to submit reviews on Google), while nearly all compliance teams prohibit advisors from promoting Google Reviews to avoid adoption/entanglement concerns. Further, Google Reviews have limited visibility in AI tools like ChatGPT and don’t show up when consumers research individual advisors by name. To support advisors who collect reviews on Google, Wealthtender offers an import tool to convert reviews into compliant testimonials and amplify their reach. Relying on Google alone carries growing risks: automated enforcement can remove legitimate reviews without warning and reviews collected outside a compliance process may not satisfy the SEC Marketing Rule’s requirements. Certified Advisor Reviews™ on Wealthtender are different: they’re verified by you, collected through a process built for SEC Marketing Rule compliance with required disclosures, published on your profile with disclosures required by regulators and valued by consumers and AI search tools, and independently indexed/cited by search engines and AI tools as a trusted third-party source.

The fundamental difference is that Wealthtender is a two-sided marketplace. Most testimonial collection tools are advisor-facing only: they help you collect and manage testimonials, but they have no consumer discovery component. Wealthtender does both. Your profile and reviews are discoverable by consumers actively searching for an advisor on wealthtender.com, in Google, and in AI tools. Wealthtender is also independently owned, with no marketing platform parent and no lead-selling business model. That independence matters for credibility: when consumers and AI tools cite Wealthtender, they’re citing a third-party platform with an established reputation.

Several benefits are immediate: your profile is indexed, directory placements activate, media quote access opens, and you can begin collecting reviews from day one. The compounding benefits, stronger search visibility, more AI citations, and a growing review count that builds social proof, develop over months as your presence deepens. Wealthtender is a long-term compounding asset, and the advisors who see the strongest results combine consistent review collection with active use of media opportunities and, at higher tiers, employer Q&A participation. Individual results vary.

We’d love for you to hear it from them directly. Visit this page to read what financial advisors and wealth management firm leaders say about Wealthtender.

Yes. Annual billing (12 months paid upfront) saves you 7% across all plans compared to month-to-month pricing. The monthly equivalents become $54/mo (Convert), $73/mo (Compound), and $92/mo (Command), billed as a single annual payment. Volume-discounted rates for multi-advisor firms also receive the 7% annual reduction. You can switch to annual billing at any time from your account dashboard.

Multi-advisor subscriptions use a tiered volume discount structure with marginal rates: the first four advisors are billed at the standard plan rate, advisors 5 through 10 at about 10% off, advisors 11 through 20 at about 15% off, and advisors 21 through 49 at about 20% off. For example, a firm with 10 advisors on the Compound plan pays 4 × $79 + 6 × $71 = $742/month. Firm-level features activate automatically at 5+ advisors, including your firm profile and review amplification features (Review Sync™, Review Rollup™, and Review Allocate™), and discounts are applied automatically at checkout; just enter your advisor count. For firms with 50 or more advisors, contact us to discuss enterprise pricing.

Adding or removing advisors is straightforward. Notify us at yourfriends@wealthtender.com and we’ll update your subscription and add/remove the applicable advisors featured on Wealthtender. Volume discounts recalculate automatically as your headcount changes.

Yes, at any time. As your business grows and evolves, Wealthtender is ready to adapt with you. Submit an upgrade or downgrade request through your account dashboard.

Membership in The AGC™ (Advisors Growing as a Community): The AGC is a collaborative community of 180+ advisors who gather online and in person to grow personally and professionally alongside their peers. Advisors who sign up for an AGC subscription can join Wealthtender at a 25% discount off the prices shown on this page. Learn more about The AGC.

If you have unique digital marketing needs not available through the plans offered on this page, please contact yourfriends@wealthtender.com to let us know. We’ll be happy to see what we can do.

You can cancel at any time through your account dashboard. Of course, we would love to hear from you first to discuss your particular circumstances in case there’s anything we can do to continue our partnership, but you’re always welcome to exit stage left if we’re no longer a good fit to support your marketing objectives.

If you’re on a legacy plan (e.g., Growth Essentials, Growth Premier, or Marketing Pro), your pricing and features are grandfathered. You keep exactly what you have at your current rate, and nothing changes unless you choose to change it. If you’d like access to new features such as the Firm Focus Page (included with the Command plan), you can migrate at any time. As a thank-you for your early support, legacy subscribers receive a 15% loyalty discount off the new plan rate when choosing to migrate by December 31, 2026. Email yourfriends@wealthtender.com and we’ll take care of everything.

After choosing your plan and completing checkout, watch your inbox for a confirmation email. With our done-for-you setup service, included with every plan, your profile is ready for review within two business days. Prefer to set up your profile yourself? That option is available too; just let us know in the confirmation email. Once your profile is live, we’ll invite you to participate in an easy onboarding experience that takes just a few minutes to activate your benefits, like receiving notifications to get quoted in the media, specialist directories where you would like to be featured, the step-by-step guide to begin inviting clients to write Certified Advisor Reviews™ and more.

None. Done-for-you profile setup is included with every plan, AI-Optimized FAQs include automatic schema markup with no coding required on your end, and the Testimonial Marketing Studio™ is designed for advisors to use independently, with no design experience needed. Everything on Wealthtender is built for financial advisors, not developers.

Yes. Wealthtender was built from the ground up for compliance with the SEC Marketing Rule. Certified Advisor Reviews™ includes a process for advisors to apply regulatory disclosures (and firm disclosures, if applicable) that always display with each published review. Our testimonial marketing playbook guides you through how to compliantly request, collect, publish, and promote client reviews, and we offer administrator dashboards so your staff can monitor and manage reviews across all advisor profiles from a single dashboard.

Yes. National advisor networks partner with Wealthtender to provide their advisors with industry-leading digital marketing benefits that help convert more prospects into clients. We look forward to a conversation to learn more about your organization and unique needs. Schedule a partnership call or send a note to brian@wealthtender.com.

We look forward to hearing from you! Send a note to yourfriends@wealthtender.com, call us at (512) 540-3811, or schedule a Zoom call.