Membership for advisors
Join our fiduciary network.
Help clients find trusted financial guidance by joining our independently verified network of fiduciary advisors. Choose the membership that fits your practice.
Three tiers, choose your plan
Pick one, switch laterTier 01
Basic membership
What is included
- Join our verified fiduciary network
- Discoverable by Name, CRD number, Certifications, Niches, & Location
- Access to marketing, educational, & blog content
- AEO/SEO Optimized Profiles
- Co-branded articles with dofollow backlinks
- Marketing Playbook and website audit
- 10% Discount on Seminar/Webinar Marketing Packages
- 10% Discount on Continuing Education
- 5 Free SEC marketing rule compliant handwritten letters or mailers per month
- Verified Fiduciary LinkedIn badge
- Access to our private advisor forum
- Access to discounted advisor technology and services through trusted partner programs
- Not matched with Get Matched leads, that starts at Plus
Tier 02
Plus membership
Everything in Basic, plus
- Higher ranking in search results
- Compliant Google Review Transfer
- Review Link & Oscillating Review Widgets for your site/email
- 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
Tier 03, AI video studio
Studio membership
Everything in Plus, plus
- Everything in Plus membership
- Matched with Get Matched consumer leads
- Personalized Sage AI video editor seat at app.sagecontent.ai
- Produce SEC Marketing Rule-compliant video content
- Access to Sage AI templates and content tools
- Priority onboarding and dedicated support
- Advanced analytics and content performance tracking
- Additional credits available for $50 each
Where your membership fee goes
We spend a share of it on ChatGPT ads
Someone asks ChatGPT how to find a fee-only fiduciary, and Fiduciary Check comes up in that conversation. We are putting a share of every membership fee into buying those placements, and every one of them lands on the matcher rather than on a homepage.
Most directories collect the fee and wait for search to do the work. We would rather go and buy the attention, then point it back at the advisors who paid for it.
The matcher introduces Plus and Studio members. Basic listings are found by search on the directory instead.
Included with every membership
Member Benefits and Trusted Partners
Every Fiduciary Check membership includes exclusive discounts and offers from partners vetted for fee-only fiduciary advisors.
Questions? Contact contact@fiduciarycheck.com