Enhanced Listing


  • 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 View Leads, a feature that allows you to retrieve information on an as-needed basis regarding consumers who conduct searches on you.
  • Get instant e-mails of consumers looking for planners in your geographic area.
  • Receive monthly consumer-facing articles, Financial Planning Perspectives, that you can send to current and prospective clients.
  • Display contact information including address, city, state, phone and fax number.
  • Get e-mailed directly by consumers through the PlannerSearch system.
  • Get recognition as a CFP® certificant and member of FPA.

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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.