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Choose the Best Plan for You

Grow your business. 🚀
Starting around $1 a day. âś…
All plans include Certified Advisor Reviews™

Elite

Turn Your Website Into a Powerful Marketing Tool.

$ 59 .00 a month

Get Started

EASY SIGN UP

  • No long-term contracts.
    Cancel anytime.
  • Quick Start Done For You profile setup available at no additional cost. 🚀

STANDARD FEATURES

  • 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.
  • Collect, display, and promote Certified Advisor Reviews™ on the industry's first review platform compatible with the SEC Marketing rule.
  • Get featured in a Local Advisor Guide. Gain visibility with prospects nearby.
  • Enjoy membership in the Wealthtender Financial Network with private community access.
  • And more!

All Growth Plan Benefits, Plus:

  • Get featured in 2 additional category or specialist directories on Wealthtender to attract your ideal clients. (Add more for $4/directory per month).
  • Get featured in 2 additional Local Advisor Guides. (Add more for $4/guide per month).
  • Get featured in an additional large employer Q&A article. (Add more: $4/article per month).
  • 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.
  • Get more prospects to your website by creating social media posts using excerpts from Content Boost articles with a link to the full article on your website.
  • Strengthen email communications to prospects and clients by featuring excerpts from Content Boost articles as teasers with links that drive more traffic to the full article on your website.
  • Save time when meeting with clients or answering their questions about a particular financial planning topic by using Content Boost excerpts and articles to support your talking points.
  • Build authority and demonstrate your knowledge of financial planning topics by adding callout quotes to Content Boost articles featuring your own insights and perspectives.
  • Create links from Content Boost articles to your original articles that can improve search engine optimization (SEO), helping your content rank higher in Google search results.
Growth

Attract Your Ideal Clients.
Get More Website Visits & Appointments Scheduled.

$ 39 .00 a month

Get Started

EASY SIGN UP

  • No long-term contracts.
    Cancel anytime.
  • Quick Start Done For You profile setup available at no additional cost. 🚀

STANDARD FEATURES

  • SEO optimized profile page. Rank on Google for relevant keywords within weeks.
  • Get found in Wealthtender Financial Advisor Directory.
  • Link to your Calendly or other scheduling tool. Prospects can book an intro call from your profile page.
  • Collect, display, and promote Certified Advisor Reviews™ on the industry's first review platform compatible with the SEC Marketing rule.
  • Get featured in a Local Advisor Guide. Gain visibility with prospects nearby.
  • Enjoy membership in the Wealthtender Financial Network with private community access.
  • And more!

All Starter Plan Benefits, Plus:

  • Get featured in up to 4 category or specialist directories on Wealthtender to attract your ideal clients. (Add more for $4/directory per month).
  • Get featured in 2 additional Local Advisor Guides. (Add more: $4/guide per month).
  • Get featured in a large employer Q&A article. (Add more for $4/article per month).
  • Gain recognition for your professional credentials in financial certification articles and guides.
  • Get featured in the Wealthtender Guide to Virtual Financial Advisors.
  • Get quoted on popular finance websites and other media outlets. Build authority and generate interest among prospects.
  • Boost social media shares of articles of your own articles or podcast episodes. Extend your reach. Send SEO quality signals to search engines.
  • 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.
Starter

Industry-Leading SEO Benefits.
Rank Higher in Search Results.

$ 29 .00 a month

Get Started

EASY SIGN UP

  • No long-term contracts.
    Cancel anytime.
  • Quick Start Done For You profile setup available at no additional cost. 🚀

STANDARD FEATURES

  • 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.
  • Collect, display, and promote Certified Advisor Reviews™ on the industry's first review platform compatible with the SEC Marketing rule.
  • Get featured in a Local Advisor Guide. Gain visibility with prospects nearby.
  • Enjoy membership in the Wealthtender Financial Network with private community access.
  • And more!

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

- Warren Buffett

We Can Help

Frequently Asked Questions

Why should I sign up with Wealthtender?

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

 

And by joining the Wealthtender community, you also gain referral opportunities from our growing network of financial professionals and educators.

 

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

 

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. 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.

 

Curious what Michael Kitces has to say about Certified Advisor Reviews™ from Wealthtender?

“… Wealthtender is launching a more centralized “Advisor Reviews” platform, where advisors can sign up for a page on Wealthtender that centralizes all of their Google, Yelp, and other third-party website reviews, and repackages them as “Certified Advisor Reviews” (reviewed by Wealthtender) for which the advisor can add a Reviews badge to their website (linking to their Wealthtender profile).

 

…Nonetheless, the reality is that because testimonials have long been recognized as such a powerful marketing tool – including in financial services, where for decades they were only banned because they were deemed too influential and at risk for abuse! – it seems inevitable that client testimonials will soon become a core part of advisor marketing. The only question is how, exactly, advisory firms will find it best to collect and share them for the (right) prospects to see?”

 

– Michael Kitces at Nerd’s Eye View
The Latest in Financial #AdvisorTech (June 2021)

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 membership@wealthtender.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 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.