Directory A Service By Retirement Calculator, Inc. Connecting Investors with Advisors
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Learn How a Blue Collar CEO is Connecting Investors with Advisors

Pricing & Features

Premium   Premium Plus   Premium Advantage
$150/ year   $250/ year   $299/ year Profile Listing
Contact Information Yes   Yes   Yes
Assistant's Direct Contact Information Yes   Yes   Yes
Service Offerings 3   5   Unlimited
Narrative 250 characters   500 characters   Unlimited
Logo     Yes   Yes
Advisor Photo     Yes   Yes
Video         Yes
Investor Services Search
Search by Service Yes   Yes   Yes
Search by City/ State Within 10 miles   Within 25 miles   Within 50 miles
Search by Zip Code Within 10 miles   Within 25 miles   Within 50 miles
Preferred Visibility         Yes Network
Links on Over 2500 Financial Websites Yes   Yes   Yes
5 Million Visitors Per Year Yes   Yes   Yes
Exclusive Strategic Alliances         Yes
Professional Credential Listing
Degrees/ Years of College     Yes   Yes
Years of Financial Services Experience     Yes   Yes
Certifications and Designations     Yes   Yes
Association Memberships     Yes   Yes
Financial Background Listing
Registered Investment Advisor         Yes
Investment Advisor Representative         Yes
Active Securities Licenses         Yes
CRD/ IARD Number         Yes
Disclosure Statement(s)         Yes
Compensation Arrangement Listing
Minimum Fee for Engagement         Yes
Minimum Required Net Worth         Yes
Minimum Asset Requirement         Yes
Methods of Compensation         Yes
Packages Offered         Yes
Additional Professional Services Listing
Financial Services         Yes
Planning Services         Yes
Investment Services         Yes
Planning as a Separate Service         Yes
Limited Engagement Project Services         Yes
Access to Marketing Services
Lead Generation         Yes
Online Advertising         Yes
Interactive Marketing         Yes
Strategic Partnerships         Yes
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