For Advisors: The full Fiduciary Check platform

Visibility and distribution

Get found by the people already searching.

A listing is a name in a list. A Fiduciary Check profile is a structured, AEO-citable, SEO-indexed surface engineered to show up in Google, answer engines, and your own marketing.

Benefit 01

AEO/SEO/GEO-optimized profile

Every profile is structured for Google rankings, local geographic intent, and answer engines like ChatGPT, Perplexity, and Gemini. Schema, citations, and metadata done right by default.

Benefit 02

Co-branded articles with backlinks

Editorial pieces published under both names with do-follow backlinks to your firm's domain. Real authority, not directory link rot.

Benefit 03

AEO/SEO/GEO brandkit

Use Fiduciary Check's verified-fiduciary brandkit on your own site, blog, and proposals, including badge artwork, schema snippets, and approved copy.

Benefit 04

Featured advisor spotlights

Long-form spotlights amplified across our newsletter, social, and the platform's editorial homepage. Plus tier and above.

Benefit 05

Marketing, educational, and blog content library

Pre-approved client-facing content you can repurpose, explainers, FAQs, retirement-planning primers, written by Fiduciary Check editorial.

Reputation and trust

Reviews, badges, and proof your prospects can verify.

Trust is the conversion driver in this category. We give you the artifacts a serious prospect actually looks for, and the compliance posture to handle them correctly.

Benefit 06

SEC Marketing Rule compliant reviews

Client review collection that follows the Marketing Rule (Rule 206(4)-1), disclosures, balance, and recordkeeping handled. Stop avoiding reviews because compliance is hard.

Benefit 07

Fiduciary Check LinkedIn badge

A verifiable LinkedIn credential that confirms your firm passed the Orange Check audit. Profile-level proof, not a graphic.

Benefit 08

Fiduciary Check powered review link

Drop a single link in your email signature, your newsletter, or a follow-up, and clients leave compliant reviews on your verified profile.

Benefit 09

Compliantly transfer Google reviews

Migrate existing Google reviews onto your Fiduciary Check profile under SEC-compliant disclosure framework. Don't lose the equity you've already built.

Marketing power

Member economics, on the channels that move the needle.

Verified members get access to growth services at platform rates, including the channels independent fiduciaries usually can't afford to do well.

Benefit 10

Discounted seminar / webinar marketing

Member pricing on done-for-you seminar and webinar packages, funnels, slide decks, post-event nurture, and compliant promotion.

Benefit 11

Discounted handwritten letter service

SEC Marketing Rule compliant handwritten letters and mailers at member pricing. A real channel for high-net-worth prospecting.

Benefit 12

Quarterly marketing consultation

Sit with the Fiduciary Check growth team every quarter to plan content, channels, and conversion improvements specific to your practice.

Community and partners

Peers and partner pricing, in one place.

Independent doesn't have to mean isolated. Members get a real community of fee-only fiduciaries and pre-negotiated partner pricing on the tools the practice runs on.

Benefit 13

Private advisor forum

A members-only forum modeled on the best of Reddit and discreet professional networks, practice management, compliance questions, marketing experiments, peer feedback.

Benefit 14

Discounted partner resources

Member pricing on advisor technology, planning software, compliance services, and operational tools through our trusted partner network.

Most directories list you. Fiduciary Check builds your practice.

Fee-only is the strictest fiduciary tier.

Built for the answer-engine era.

Marketing services, not a yellow-pages listing.

Fourteen benefits. Four ways your practice grows.