Pulse
$19/month
We watch. You fix — or buy a single fix at a fixed price.
Billed monthly. Cancel anytime.
Financial advisory practices
What do clients see when they search “fee-only financial advisor near me”?
Prospective clients research an advisor thoroughly before the first call. What they find should be accurate, consistent, and entirely within your compliance rules.
Opening soon. We are not taking sign-ups yet. The prices and what each plan includes are published now, so you can see exactly what it will be.
Where it slips
Where a advisory practice tends to lose ground without noticing.
- Credentials that do not surface
- CFP, CFA, fiduciary, fee-only. These are what careful prospects search for, and they are often missing from the profile they land on.
- Consistency across listings
- Regulatory listings, your firm’s site and your Google profile should agree. We report where they do not.
- The clients you want
- Retirement, business owners, estate planning. Being found for your specialty matters more than being found in general.
Listings in your field
The pages about you that you did not write.
Alongside your website and your Google profile, we check your details on the listing sites that matter for a advisory practice, every month.
- FINRA BrokerCheck
- SEC adviser search
- NAPFA
- CFP Board directory
Professional rules. Testimonials and reviews for advisers are regulated. We monitor and report; we do not prepare review requests for advisory practices, and anything we draft is for your compliance review before use.
Plans
Three plans. The difference is who does the work.
Care
$99/month
We watch, and we do the fixing — starting with everything that is wrong today.
Billed $297 every three months, or $990 a year.
Plus
$299/month
We watch, we fix, and we work on your visibility every month.
Billed monthly. Limited to 25 practices. Needs access to your website.