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Join Our Fiduciary Network

Help clients find trusted financial guidance by joining our AI-verified network of fiduciary advisors. Choose the membership that fits your practice.

Basic Membership
$99/year
Join our verified fiduciary network
Searchable by name & CRD number
Access to marketing, educational, & blog content
10% Discount on Seminar Marketing Packages
10% Discount on Continuing Education
5 Free SEC marketing rule compliant handwritten letters or mailers per month
Access to our private advisor forum
Verified Fiduciary LinkedIn badge
Access to discounted advisor technology and services through trusted partner programs
Popular
Plus Membership
$99/year + $75/month

Everything in Basic, Plus:

SEC Marketing Rule Compliant Client Reviews
Discoverable without name or CRD number
Higher ranking in search results
Access to whitelabel marketing, educational, & blog content
25% Discount on seminar marketing packages
25% Discount on Continuing Education
10 Free whitelabeled SEC marketing rule compliant handwritten letters or mailers per month
Featured advisor spotlights
Free Quarterly Marketing Consultations
Early access to beta features