How It Works
Connect with verified fiduciary advisors in 3 simple steps
For People Seeking Fiduciary Advisors
1
Answer Quick Questions
Tell us your investment amount, timeline, and location. Takes under 2 minutes.
2
View Your Matches
See verified fiduciaries in your county. All are fee-only and background-checked.
3
Schedule Free Consultation
Book directly with your chosen fiduciary. No obligation, no hidden fees.
Why Choose a Fiduciary?
Legally Required to put your interests first
No Commissions - fee-only structure
Full Transparency on all fees and advice
For Fiduciary Advisors
Claim County
Select your county on our map
Pay Monthly
Founding members get 50% off forever
Get Verified
Profile live within 36 hours
Receive Leads
Pre-qualified prospects in your area
Founding Member Benefits (Limited Time)
50% off monthly fees forever
Exclusive county territory
3 months free per referral
No long-term contracts