Planned pricing
Nothing is for sale yet. Pilot report cards are free. Advisors never pay, now or later.
PLANNED PRICING These are the prices we plan to charge after launch. They may change, nothing can be bought on this site, and this is not an offer to sell. During the pilot, report cards are free.
Start here
Free
$0
- Browse advisor profiles, grades and trust checks
- Read verified client reviews
- Free Fee Check: your estimated yearly cost in dollars and a provisional grade
Most popular
Full Report Card
$39 one time · planned
- Index-twin test over your full history
- Letter grade and dollar figure
- Credit for documented planning value
- Two-pillar grade: fit to your goals + value for fees
- Fit check: your goals and monthly advisor check-ins at a glance
- In-house fund check
- Questions to ask your advisor
- Option to leave a verified review
Stay informed
Annual Re-Check
$49 per year · planned
- A new grade every year
- Alerts when fees or products change
- Alerts on new regulatory disclosures
For advisors
Claim & respond
$0 always
- Claim your profile and add your bio and fee schedule
- Reply publicly to reviews
- Request corrections to factual data
- No paid placement, ads, badges or lead fees, ever
We never accept compensation from advisors, brokers, insurers or fund companies we rate. In the future, employers and credit unions may buy report cards for their employees or members; they would get no say over grades or reviews.