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.
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Independent fiduciary verification
Growth
Higher search ranking & visibility
Compliant
SEC Marketing Rule reviews
Three Tiers · Choose Your PlanCancel Anytime
Tier 01 · Basic
Basic Membership
$99/year+$49.99/month
What's 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
Most Popular
Tier 02 · Plus
Plus Membership
$99/year+$74.99/month
Everything in Basic, Plus:
SEC Marketing Rule Compliant Client Reviews
- 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
AI Video Studio
Tier 03 · Studio
Studio Membership
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$99/year+$249.99/month
Everything in Plus, Plus:
FC Studio (Sage) AI Video Editor Seat
2 Complimentary Credits at Signup
- Everything in Plus membership
- 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
No promo codes · Charged immediately
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
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