The data in this table primarily reflects feedback received through Brian Thorp’s outreach to state regulators on behalf of RIAs within each state interested in getting started with testimonial marketing and online reviews. This information should not be relied upon for any official purpose, but hopefully is useful as anecdotal reference of the stance in each state as of the date noted. If you have updates to share, please send them to brian@wealthtender.com. Thank you. ↗️ Full-Screen Table ↗️ Wealthtender Info

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“Wealthtender is one of the best decisions we have made as a firm. I wish we had done it sooner.”

Gerry Barrasso

President & Founder
United Financial Planning Group