Reach people who are looking for financial advice
No monthly platform fee.
Why advisors consider TFA:
- Risk-tolerance snapshots: See questionnaire- and activity-informed risk summaries prospects choose to share—inputs for your conversation, not a substitute for your own suitability process
- Ongoing visibility: Prospects can follow your public updates when you publish them—engagement depends on your content cadence and audience
- Review integrity workflow: We aim to confirm reviews come from real clients and provide a dispute path; outcomes depend on the facts of each case and our published policies
- Broad discovery: Visitors may browse from many regions; you remain responsible for licensing, advertising rules, and any cross-border business you accept
- Intent-based matching: Tools highlight people who started an advisor search—still your job to qualify fit, capacity, and compliance before accepting work
- Territory routing: Many markets use ZIP-level exclusivity to reduce overlap on the directory; rules and availability are described in our terms and may change
- Transparent standards: A TFA listing reflects documented credentials and disclosures—not a ranking of investment skill or future performance
- Simple pricing: No monthly platform fee in the standard offer described on this page—pay the per-accepted-booking fee only when you accept an introduction we route to you
- Organic visibility: We work on SEO and product quality; we do not guarantee search rankings, traffic, or lead volume
$5
per appointment you accept - that's it
No monthly platform fee for the standard listing described here. No setup fee. Pay the per-accepted introduction fee only when you accept a booking—see terms for full pricing and exceptions.
Apply Now - It Takes 5 Minutes
How It Works
Get started in 4 simple steps — from application to getting clients
1
Apply
Fill out the form below
(takes 5 minutes)
2
Get Verified
We verify your credentials
(2-3 business days)
3
Go Live
After approval, your profile
can go live on the directory
4
Get Clients
Start receiving bookings
(pay $5 only when you accept)
Growing advisor community
Apply today—go live after verification
Complete a short application, pass credential review, then publish a compliant profile. Introduction volume depends on demand in your market, your specialty, and how prospects engage—not guaranteed.
5 min
To Apply
2-3 days
To Get Verified
$0
To Get Started