Enhanced Listing

$99/year

  • Detail your qualifications, experience and financial planning philosophy.
  • Get priority listing on search results pages.
  • Add a photograph and/or company logo to your listing.
  • Get access to My PlannerSearch, a feature that allows you to retrieve information on an as-needed basis regarding consumers who conduct searches on you.
  • Get e-mails on the night following a consumer search that has directly matched your zip code, city, or state.
  • Receive a monthly consumer electronic newsletter, PlanSmart, that you can send to current and prospective clients.
  • Display contact information including address, city, state, phone, and fax number.
  • Get consumer e-mails directly through the system.
  • Get recognition as a CFP® certificant and member of FPA.

Upgrade

Please Note: The $99 a year fee is redirected back into a consumer advertising campaign for PlannerSearch. This is intended to direct more traffic to the site, and ultimately, your business.

Tools & Tips for Enhanced Listing Members