Trust is your whole pitch. Does your site earn it before you do?
Compliance limits what you can claim, so you can't out-shout anyone. You win on credibility and being found by the right person at the right moment. An audit shows you where your site is quietly failing that test.
You can't promise returns. So everything rests on being found and trusted.
Marketing rules keep you from saying what a lead-gen shop would say. That's fine — your edge is organic. But it only works if a prospect searching for a fiduciary in your area actually finds you, and finds a site that signals you're the real, established choice. The audit checks both.
Found, trusted, compliant.
Local & search presence
Whether you appear for "fee-only financial advisor" and "fiduciary near me" in your market, and what's keeping you off the first screen.
Trust & credibility signals
The credentials, transparency, and structured content that tell both Google and a careful prospect you're an established fiduciary — not a one-page brochure.
Compliance-aware content
We flag where content helps or hurts your standing, with recommendations that respect SEC and FINRA marketing rules — never against them.
AI search visibility
Whether AI engines name your firm when someone asks them to recommend a fee-only advisor in your area. Almost no advisory firm has checked. We do.
Fiduciary is a great story. The machine can't tell it if it can't find you.
Your edge is trust and fee-only alignment — exactly what a prospect now researches by asking AI: "is a fee-only advisor worth it," "find a fiduciary advisor near me." If the engine answers without you, the prospect never learns you exist, or that fee-only was even an option.
Compliance makes advisors cautious, and cautious is smart. But the same caution that has you wait is the opening a competitor uses to become the cited answer first. Here the cost of waiting is silent, and it compounds.
Two reports, written with compliance in mind.
A plain-English diagnostic for you, and a technical work order for your developer. We diagnose; your webmaster fixes. Recommendations stay inside marketing-rule boundaries, and we make no performance claims.
Get Your Firm's Audit →Advisory firm audit questions
Why isn't my advisory website getting leads?
Often it's weak local presence plus a site that reads like a brochure instead of signaling fiduciary credibility. The audit finds the specific gaps and ranks them by what they're costing you.
Will your recommendations respect SEC and FINRA marketing rules?
Yes. We keep recommendations inside the marketing rule and don't suggest performance claims or anything that creates a compliance problem. Your compliance team can review every item.
Do you work with fee-only firms specifically?
Fee-only advisors and RIAs are exactly who we're built for — firms that win on trust and being found, not on advertising spend.
Do you make the changes?
No. We're audit only. You get a clear work order your developer can act on, and we're available if they have questions. No retainer.
Make your site earn the trust you've built.
A clear diagnosis of why the right prospects aren't finding your firm — across Google and AI search — inside your compliance rules.
Get Your Firm's Audit →