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Transparency

How Fiduciary Check makes money.

We are paid by advisors who subscribe. There are two tiers — Basic and Plus — and Plus subscribers appear first in the directory. That is it. Verification is identical for every advisor regardless of tier. Here is exactly how the model works.

The Model

Two tiers. Same verification. Different visibility.

Advisors who want the Orange Check pay a monthly or annual subscription. The subscription covers SEC and FINRA verification, the directory listing, the profile page, and the co-branded article tools.

Basic earns the Orange Check, the directory listing, and the profile page. Plus adds priority placement on the directory, deeper profile analytics, and concierge support during onboarding and re-certification.

Plus is a visibility upgrade. It is not a verification upgrade. Every advisor — Basic or Plus — passes exactly the same SEC and FINRA review.

What we do not take

We never take money for any of these.

  • Money to alter verification outcomes
  • Money to soften disqualification criteria
  • Banner or display ads
  • Sponsored articles or undisclosed sponsored posts
  • Pay-per-lead fees from advisors
  • Commissions from product companies
  • Kickbacks from fund managers
  • Money from insurance carriers, custodians, or fund families
What is included

What an advisor gets in each tier.

  • Verification of fiduciary status (Basic + Plus)
    We pull SEC and FINRA filings, read the Form ADV, and confirm the firm is fee-only and acts as a fiduciary at all times. Identical review for both tiers.
  • Annual re-certification (Basic + Plus)
    The Orange Check expires unless the advisor re-earns it every year. The subscription covers that work.
  • Directory listing and profile (Basic + Plus)
    A profile page on /advisor/<slug> with credentials, services, and contact info. Same template for every advisor.
  • Co-branded articles (Basic + Plus)
    The advisor writes a piece on a topic in their niche. We post it under their byline, help with SEO and AEO, and link to their profile. Advisors do not pay extra for this.
  • Priority directory placement (Plus only)
    Plus subscribers appear before Basic subscribers on /advisors and on state and specialty pages. Within the Plus tier, the order is set by rating, then reviews, then last name — the same merit-based ranking that runs inside the Basic tier.
  • Profile analytics + concierge (Plus only)
    Plus subscribers get deeper visibility into how consumers find their profile, and concierge support during onboarding and re-cert. These are tools, not endorsements.
How ranking works

How the order on /advisors is set.

The directory sorts in two stages. First, by tier: Plus subscribers come before Basic subscribers. Second, within each tier, by consumer rating, then by total reviews, then alphabetically by last name.

This means a Plus advisor with weaker reviews can appear above a Basic advisor with stronger reviews. We are telling you that directly so you can decide how to read the directory. The ratings and reviews are real; the tier order is paid.

What money does not change: the verification standard, the disqualification bar, the rating an advisor receives, the reviews on their profile, or whether the Orange Check is awarded.

Common questions

Questions people ask.

  • Do advisors pay for ranking?

    Partially, yes — and we will not pretend otherwise. The directory has two tiers: Basic and Plus. Plus subscribers appear before Basic subscribers. Within each tier, the order is set by consumer rating, then by total reviews, then alphabetically by last name. The amount any individual Plus advisor pays does not change their position relative to other Plus advisors — within the tier, it is purely merit. Plus is paid visibility, not paid endorsement.

  • Is the Orange Check different for Basic and Plus advisors?

    No. Verification is identical regardless of tier. Every advisor on Fiduciary Check passes the same SEC and FINRA review, the same Form ADV read-through, and the same annual re-certification. A Plus subscription does not buy a friendlier review, a faster decision, or a softer disqualification bar. It buys priority placement on the directory and a richer set of advisor tools.

  • What does Plus actually include beyond visibility?

    Higher placement on the directory and on state and specialty pages, deeper profile analytics so advisors can see how visitors found them, and concierge support during onboarding and re-certification. Plus does not include sponsored articles, paid testimonials, or anything that would alter how a consumer evaluates an advisor's fitness — only how easy the advisor is to find.

  • Do you run ads on the site?

    No. We do not run banner ads, paid third-party placements, or sponsored posts from product companies. The only money we take from advisors is the subscription. We do not sell ad space to fund managers, insurance companies, or anyone else.

  • What about the co-branded articles?

    Co-branded articles are included with an advisor's subscription regardless of tier. The advisor writes the piece. We help with SEO and AEO and we post it. Advisors do not pay extra for an article, and a piece is not promoted because they paid more.

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Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 16 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (16 total)

  • Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
  • Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Advice by Phone or Web, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
  • Kevin Feig (CPA, CFP®) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
  • Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
  • Ben Mayhew - Aergo Financial Planning, Halifax, NS. Profile: https://fiduciarycheck.com/advisor/ben-mayhew
  • Skee Orr - Kinetic Wealth, Knoxville, TN. Profile: https://fiduciarycheck.com/advisor/skee-orr
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
  • Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
  • Philip Weiss - Apprise Wealth Management, Phoenix, MD. Profile: https://fiduciarycheck.com/advisor/philip-weiss
  • Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
  • Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.