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Not mentioned.
Ask ChatGPT for a fee-only financial advisor in your city. Most firms are not named, because their site gives AI nothing specific to trust.
AI names 2–3 firmsWhen someone asks Google or ChatGPT for a fee-only advisor or retirement planner nearby, AI names two or three firms. We build the expertise pages, credentials and local signals that put you on that list, with content drafted for your compliance review and tracking on every consultation request.
Logos are trademarks of their respective owners. No affiliation or endorsement implied.
Ask ChatGPT for a fee-only financial advisor in your city. Most firms are not named, because their site gives AI nothing specific to trust.
AI names 2–3 firmsStock articles from a content vendor, the same on hundreds of advisor sites. Google treats money topics strictly and rewards real expertise.
No authority, no rankingsConsultation requests come in, but nobody knows which page or channel produced the client.
Guessing costs clientsSchema, llms.txt and entity work so ChatGPT, Gemini and Google AI Overviews can name your firm and advisors.
Pages for the clients you serve best: retirees, business owners, physicians, with your real process.
CFP, CFA and fiduciary details, bios and firm information structured for Google and AI.
Every page drafted for your compliance review, with the disclosures your firm requires.
Google Business Profile and local pages so you show up for advisors near me searches.
Consultation requests and their sources, plus AI mentions and rankings, in plain English.
A recorded video showing how Google and ChatGPT rank you against three local competitors, and where investors are going instead.
FreeCall and form tracking, schema, AI-crawler access and Google Business Profile fixes, all live in the first two weeks.
Weeks 1–2New and rebuilt service and location pages, reviews and citations, shipped every month.
Months 1–3A monthly report on calls, bookings and AI mentions, plus the next priorities.
Every monthWe make your firm easy for ChatGPT, Claude, Gemini, Perplexity and Google AI Overviews to find, trust and recommend.
Illustrative demo. Real results depend on your market and starting point.
Choose a 30-minute slot. Before the call we record a short video audit of your firm, so the whole call is about what to fix first.
Built for advisors and RIAs managing $100M+ · Plans from $2,450/mo
Monthly plans start at $2,450, after a one-time setup (from $3,450) or a new website. You choose a 3- or 6-month first term; after that it renews in 6-month terms.
Everything is drafted for your compliance team to review and approve before it goes live, with your required disclosures. We avoid performance claims and handle testimonials and reviews the way your firm's policy and the SEC Marketing Rule require.
Yes. Independent RIAs have the most freedom, and affiliated advisors can work within their broker-dealer's approval process. We fit your workflow.
Tracking and technical fixes go live in the first two weeks. Rankings and AI mentions usually start moving in months two to four, and keep compounding.
We research and draft it with your input on process and philosophy, so it sounds like you, then your compliance team signs off.
Get your free AI visibility audit and see exactly what to fix first.
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