How does make money?

One common question we receive is around revenue generation. How can sustain itself if it refuses to sell ad banners, refuses to collect and sell user data, and refuses to accept payments for generating leads?

That’s a great question.

As a consumer advocacy project, registered investment advisory (RIA) firms and individual advisors can pay a nominal annual fee of $999 or $185, respectively, to support the project and confirm their Checkup page. IMPORTANT: Confirmed firms and advisors DO NOT impact the trust algorithm.

With this model in place, the only way succeeds is if Americans spread the word and the financial planning industry invests in our North Star vision of a fiduciary-first America.

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Next time you see a financial advisor, ask the question:

"Are you Trusted by"

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