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Wealthtender

Choose the Best Plan for You

Explore flexible subscription plans for solo advisors.

↗️ VIEW ADVISORY FIRM PLANS (2+ ADVISORS)

Monthly Yearly
Enjoy savings with
annual billing.
Starter

Industry-Leading SEO Benefits +
Certified Advisor Reviews™

$ 29 /mo

Billed Annually

Get Started

Easy Sign Up

  • Quick Start: Done-For-You profile setup available at no additional cost. 🚀

Impactful Digital Marketing Benefits

  • SEO optimized profile page. Rank on Google for relevant keywords within weeks.
  • Get found in the Wealthtender Financial Advisor Directory.
  • Link to your Calendly or other scheduling tool. Prospects can book an intro call from your profile page.
  • Gain recognition for your professional credentials in financial certification articles and guides.
  • Get featured in a Local Advisor Guide. Gain visibility with prospects nearby.
  • Collect, display, and promote Certified Advisor Reviews™ on the industry’s first SEC-compliant online reviews and testimonial marketing platform. ↗️Learn More
  • Strengthen your SEO with your Certified Advisor Reviews™ indexed by Google and Bing. These positive trust signals influence algorithms to help you rank higher in search results.
  • Embed your unique widget from Wealthtender to compliantly collect, display, and promote Certified Advisor Reviews™ on your own website.
  • Increase conversions of prospects to clients with your custom QR code and mobile-optimized lead magnet feature.
Growth

Attract Your Ideal Clients +
Get Quoted in the Media

$ 39 /mo

Billed Annually

Get Started

Easy Sign Up

  • Quick Start: Done-For-You profile setup available at no additional cost. 🚀

All Starter Plan Benefits, Plus:

  • Get quoted on popular finance websites, MSN, Newsbreak, and national media outlets. Build authority, increase backlinks to strengthen SEO, and generate interest among prospects. ↗️Learn More
  • Get featured in up to 4 category or specialist directories on Wealthtender to attract your ideal clients. ↗️View Examples
  • Get featured in up to 2 additional Local Advisor Guides.
  • Get featured in a large employer Q&A article. ↗️View Examples
  • Get featured in the Wealthtender Guide to Virtual Financial Advisors.
  • Boost social media shares of articles of your own articles or podcast episodes. Extend your reach. Send SEO quality signals to search engines.

Optional Add-On Benefits

  • Content Boost: Gain access to Wealthtender Content Boost. Build a library of engaging content on your website with access to 100+ articles, plus new content released each month. ↗️Learn More ($20/mo. or $200/yr.)
  • Review Sync: Supercharge your SEO by adding a firm profile page. Incoming reviews display on both your individual and firm profiles and get indexed in search engines twice. ($10/mo. or $100/yr.)
  • Profile Archiving: Gain access to an interactive historical monthly snapshot of your profile page, powered by PageFreezer. (Each Page: $5/mo. or $50/yr.)
  • Increase Your Visibility: Get featured in additional specialist directories, local guides, and large employer Q&As. (Each additional feature: $4/mo. or $40/yr.)
Elite & AGC

Maximize Your Digital Marketing ROI +
Join The AGC™

$ 129 /mo

Billed Annually

Learn More

Join the Next Advisor Cohort

  • Want to learn more about the benefits of joining The AGC? Join the upcoming live Q&A.

All Growth Plan Benefits, Plus:

  • Membership in The AGC™: – Join the #1 Online Community for Financial Advisors. A safe, collaborative community for financial advisors to grow personally & professionally alongside their peers. ↗️Learn More
  • Content Boost: Gain access to Wealthtender Content Boost. Build a library of engaging content on your website with access to 100+ articles, plus new content released each month. ↗️Learn More
  • Get featured in 2 additional category or specialist directories on Wealthtender to attract your ideal clients. ↗️View Examples
  • Get featured in 2 additional Local Advisor Guides.

Optional Add-On Benefits

  • Review Sync: Supercharge your SEO by adding a firm profile page. Incoming reviews display on both your individual and firm profiles and get indexed in search engines twice. ($10/mo. or $100/yr.)
  • Profile Archiving: Gain access to an interactive historical monthly snapshot of your profile page, powered by PageFreezer. (Each Page: $5/mo. or $50/yr.)
  • Increase Your Visibility: Get featured in additional specialist directories, local guides, and large employer Q&As. (Each additional feature: $4/mo. or $40/yr.)

Pick the Perfect Plan for You

Compare plan options side by side.

Features

Choose the best plan for you based on the benefits most important to your business.

Monthly Yearly
Enjoy savings with
annual billing.

$ 29 /mo

Billed Annually

Get Started

$ 39 /mo

Billed Annually

Get Started

$ 129 /mo

Billed Annually

Learn More

Easy Signup

Choose Monthly or Annual Billing

Monthly plans provide an opportunity to decide if we’re a good fit for your long-term marketing strategy. If so, switch to annual billing at any time and enjoy the added savings.
✅ ✅ ✅

Done-For-You Profile Setup

At checkout, choose the Done-For-You profile setup option and we’ll create your profile for you within 2 business days.
✅ ✅ ✅

SEO Optimized Profile Page

Calendar Integration

Prospects can book initial appointments with you directly from your Wealthtender profile page when you link to Calendly or your scheduling tool of choice.
✅ ✅ ✅

Embed Video

Let prospects view a YouTube or Vimeo video without leaving your profile page. Share what makes you unique and accelerate the trust-building process.
✅ ✅ ✅

Showcase Your Best Content

Encourage prospects to view resources on your website or third party media mentions by adding highlight links.
✅ ✅ ✅

Search Engine Indexing

Put Wealthtender’s industry-leading Domain Authority to work for you. Rank higher on Google for relevant keywords within weeks.
✅ ✅ ✅

Get Found Online

Wealthtender Financial Advisor Directory Listing

Prospective clients can find your profile in our primary advisor directory and interactive map.
✅ ✅ ✅

Professional Designation Advisor Guides

You worked hard to earn your professional designations. We’ll automatically feature you in each Professional Designation Advisor Guides based on your credentials..
✅ ✅ ✅

Virtual Financial Advisor Directory Listing

If you work with clients nationwide, get featured in the Wealthtender Guide to Virtual Financial Advisors.
– ✅ ✅

Local Advisor Guide Listings

Gain visibility with prospects who live nearby. If you serve clients in multiple locations, get featured in additional local guides when you choose the Growth or Elite plan.
1 Up to 3 Up to 5

Category/Specialist Directory Listings

Get featured in category and specialist directories on Wealthtender to attract your ideal clients.
– Up to 4 Up to 6

SEC-Compliant Testimonial Marketing

Certified Advisor Reviews™

Collect, display, and promote Certified Advisor Reviews™ on the industry’s first SEC-compliant online reviews and testimonial marketing platform.
✅ ✅ ✅

Reviews Dashboard

Monitor your pending and published reviews from a centralized dashboard with access to add and update disclosures.
✅ ✅ ✅

Reviews Indexed in Search Engines

Strengthen your SEO with your Certified Advisor Reviews™ indexed by Google and Bing. These positive trust signals influence algorithms to help you rank higher in search results.
✅ ✅ ✅

Wealthtender Review Widgets

Embed your unique widget from Wealthtender to compliantly collect, display, and promote Certified Advisor Reviews™ on your own website.
✅ ✅ ✅

Custom QR Code

Increase conversions of prospects to clients with your custom QR code and mobile-optimized lead magnet feature.
✅ ✅ ✅

Review Sync

Supercharge your SEO by adding a firm profile page. Incoming reviews display on both your individual and firm profiles and get indexed in search engines twice.
– $10/mo. or $100/yr. $10/mo. or $100/yr.

Build Authority and Strengthen SEO

Get Quoted in the Media

Get quoted on popular finance websites, MSN, Newsbreak, and national media outlets. Build authority, increase backlinks to strengthen SEO, and generate interest among prospects.
– ✅ ✅

Gain Employer Specialist Recognition

Get featured in a large employer Q&A article to build your authority as a specialist advisor for their employees.
– ✅ ✅

“Ask an Advisor” Spotlight Feature

Respond to reader questions (or provide a prompt in the form of a reader question) with at least 500 words. We’ll feature your response in an article on Wealthtender, which could also be syndicated on MSN.
– ✅ ✅

Social Media Amplification

Each week, submit a link to an article on your website or other third party site and Wealthtender will help amplify its reach on social media.
– ✅ ✅

Content Marketing

Wealthtender Content Boost

Gain access to Wealthtender Content Boost. Build a library of engaging content on your website with access to 100+ articles, plus new content released each month.
– $20/mo. or $200/yr. ✅

Community

Membership in The AGC™

Join the #1 Online Community for Financial Advisors. A safe, collaborative community for financial advisors to grow personally & professionally alongside their peers.
– – ✅

Additional Benefits

Add-On: Increase Your Visibility

Get featured in additional specialist directories, local guides, and large employer Q&As. (Each additional feature: $4/mo. or $40/yr.)
– $4/mo. or $40/yr. $4/mo. or $40/yr.

Add-On: Profile Archiving

Gain access to an interactive historical monthly snapshot of your profile page, powered by PageFreezer. (Each Page: $5/mo. or $50/yr.)
– $5/mo. or $50/yr. $5/mo. or $50/yr.

Join the #1 digital marketing growth platform
and community for individual advisors.

Why should I sign up with Wealthtender?

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

With thousands of people visiting wealthtender.com each month, we deliver a high-value, low-cost complement to traditional advisor marketing efforts to strengthen your top and middle-of-the-funnel activities and optimize your online reputation.

Wealthtender is the #1 find-an-advisor website not sponsored by a national wealth management firm, credentialing organization, or industry association.

➡️ Visit this page to review the benefits of joining Wealthtender.

Does Wealthtender support financial advisor reviews 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.

Have more questions or feedback?

Check out additional FAQs by visiting this page.

Still have questions? 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.

Or schedule a 1:1 Zoom call with our founder, Brian Thorp.