FeaturedB01
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.
Verified, fee-only fiduciaries get an AEO-ready profile, compliant reviews, a private peer forum, co-branded content, quarterly marketing strategy, and member pricing on the channels that actually grow a practice.
Not fee-based. Not suitability. The Orange Check is awarded only to firms whose every dollar of revenue comes from clients — verified against Form ADV, IAPD, and BrokerCheck.
Read the methodologyYour profile renders for Google, ChatGPT, Perplexity, and Gemini citations. Structured schema, primary-source claims, and editorial content positioned to be quoted.
How AEO works hereCo-branded content, compliant reviews, handwritten letters, seminar packages, quarterly strategy. The work other directories tell you to figure out yourself.
Jump to the full listGrouped by what they do for your practice — visibility, reputation, marketing power, and community.
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.
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.
Editorial pieces published under both names with do-follow backlinks to your firm's domain. Real authority, not directory link rot.
Use Fiduciary Check's verified-fiduciary brandkit on your own site, blog, and proposals — including badge artwork, schema snippets, and approved copy.
Long-form spotlights amplified across our newsletter, social, and the platform's editorial homepage. Plus tier and above.
Pre-approved client-facing content you can repurpose — explainers, FAQs, retirement-planning primers — written by Fiduciary Check editorial.
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.
Client review collection that follows the Marketing Rule (Rule 206(4)-1) — disclosures, balance, and recordkeeping handled. Stop avoiding reviews because compliance is hard.
A verifiable LinkedIn credential that confirms your firm passed the Orange Check audit. Profile-level proof, not a graphic.
Drop a single link in your email signature, your newsletter, or a follow-up — and clients leave compliant reviews on your verified profile.
Migrate existing Google reviews onto your Fiduciary Check profile under SEC-compliant disclosure framework. Don't lose the equity you've already built.
Verified members get access to growth services at platform rates — including the channels independent fiduciaries usually can't afford to do well.
Member pricing on done-for-you seminar and webinar packages — funnels, slide decks, post-event nurture, and compliant promotion.
SEC Marketing Rule compliant handwritten letters and mailers at member pricing. A real channel for high-net-worth prospecting.
Sit with the Fiduciary Check growth team every quarter to plan content, channels, and conversion improvements specific to your practice.
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.
A members-only forum modeled on the best of Reddit and discreet professional networks — practice management, compliance questions, marketing experiments, peer feedback.
Member pricing on advisor technology, planning software, compliance services, and operational tools through our trusted partner network.
Most directories sell a listing. We sell verification, distribution, and growth — the listing is the start, not the product.
Comparison reflects the typical capabilities of paid fee-only advisor directories. Pricing references public list pricing or commonly disclosed AUM-based models. Fiduciary Check pricing as of June 2026.
The Orange Check is awarded only to firms whose Form ADV Part 1, Part 2A, Form CRS, IAPD, and BrokerCheck records all confirm the fee-only fiduciary standard.
Read the full methodologyMost calls run shorter than 15 minutes. We'll show you a live profile, walk through the marketing services, and scope a path that fits your firm.