Our Membership Standards
We carefully select advisors who demonstrate exceptional expertise and an unwavering commitment to putting clients first.
Core Requirements
Advice-Only Commitment
Advice-Only Commitment
Professional Credentials
Professional Credentials
Experience
Experience
Fiduciary Oath
Fiduciary Oath
Our Vetting Process
We ask ourselves three main questions when considering a new member advisor:
1. What values are most important to this person in how they work with clients?
2. How likely is this person to be able to succeed on our platform?
3. Is this person likely to be a good member of our community?
Initial Application Review
We carefully review your professional background, business model, and service approach. We verify your credentials, registration status, and disciplinary history to ensure a clean record.
In-Depth Interview
We have detailed conversations about your planning philosophy, client service model, and commitment to the advice-only approach. We want to understand how you work with clients and ensure alignment with our values.
Sample Plan Review
We examine samples of your work to ensure comprehensive, high-quality planning. We look for clear communication, thorough analysis, and practical recommendations that clients can implement.
Our Vetting Process
We ask ourselves three main questions when considering a new member advisor:
1. What values are most important to this person in how they work with clients?
2. How likely is this person to be able to succeed on our platform?
3. Is this person likely to be a good member of our community?
Initial Application Review
We carefully review your professional background, business model, and service approach. We verify your credentials, registration status, and disciplinary history to ensure a clean record.
In-Depth Interview
We have detailed conversations about your planning philosophy, client service model, and commitment to the advice-only approach. We want to understand how you work with clients and ensure alignment with our values.
Sample Plan Review
We examine samples of your work to ensure comprehensive, high-quality planning. We look for clear communication, thorough analysis, and practical recommendations that clients can implement.
Our Vetting Process
We ask ourselves three main questions when considering a new member advisor:
1. What values are most important to this person in how they work with clients?
2. How likely is this person to be able to succeed on our platform?
3. Is this person likely to be a good member of our community?
Initial Application Review
We carefully review your professional background, business model, and service approach. We verify your credentials, registration status, and disciplinary history to ensure a clean record.
In-Depth Interview
We have detailed conversations about your planning philosophy, client service model, and commitment to the advice-only approach. We want to understand how you work with clients and ensure alignment with our values.
Sample Plan Review
We examine samples of your work to ensure comprehensive, high-quality planning. We look for clear communication, thorough analysis, and practical recommendations that clients can implement.
Ready to Learn More?
Let's talk about how the advice-only model could work for your practice.
Ready to Learn More?
Let's talk about how the advice-only model could work for your practice.
Ready to Learn More?
Let's talk about how the advice-only model could work for your practice.