Directory Plans and Pricing for Financial Firms

A plan comparison table sits below this copy, with prices, billing intervals, limits and exclusions side by side. The numbers behind it are simple. Annual billing is paid once a year, and monthly billing is paid every month.

Pro at $390 a year is $78 less than twelve months at $39, a saving of 16.7%. Sponsored at $790 a year is $158 less than twelve months at $79, also 16.7%. The pricing is flat. There is no per-lead charge, no per-client charge and no percentage of anything you earn.

A claimed listing is free. It shows the information a visitor needs to find and contact your firm: name, address, phone, website, hours and business category. Claiming comes first, because Pro and Sponsored both build on a listing that is yours. You can start at claim your listing.

Pro improves how your own listing presents your firm and how visitors reach you. It includes:

• Up to 15 photos.
• A longer description with your services and an FAQ.
• A "Message this professional" form that sends messages to your firm's email.
• A Pro label and a place ahead of unclaimed listings when listings are otherwise tied.
• Other firms hidden on your own listing.
• Monthly views and clicks.

Pro changes how your listing looks and what it offers a visitor. It does not change what the directory says about your firm's quality.

Sponsored is paid placement on a category-city page. It is priced per page, so a firm that wants placement in two cities or two categories arranges each page separately. Each page carries at most two Sponsored placements, and every one is labelled Sponsored, close to the placement itself. Because the number of places is limited, availability depends on the category and city, so confirm it before you choose this plan.

Pro and Sponsored do different jobs. Pro works on your own listing, and Sponsored works on a category-city page. One does not stand in for the other.

Payment covers presentation and, for Sponsored, labelled placement. Reviews, ratings, badges and credentials are not for sale at any price, and there are no reviews or ratings on the directory at launch. A paid plan is not an endorsement of your firm, and a listing is not a recommendation.

Calls, clients, leads and search rankings are not part of any plan, and nothing here forecasts investment results.

Before a Pro or Sponsored listing is published, your registration is checked on SEC IAPD, FINRA BrokerCheck or the relevant state record, depending on how your firm is registered. The check is an eligibility step. It is not a statement about the quality of your firm or its compliance. Useful questions to ask before paying: which record is checked, when it is checked, and what happens if your record cannot be matched.

Until online checkout exists, plans are arranged through the contact form, and payment is made through a Square payment link. No checkout date is promised. Cancellation and billing questions belong in the same conversation. Before you pay, ask for the cancellation deadline, how renewal works, the refund policy and what happens to your listing after you cancel, so those terms are written down for your firm.

A paid listing is communication about your firm, so the rules that apply to your firm's advertising may reach it. A few examples:

• SEC-registered investment advisers. The SEC Marketing Rule applies to advisers registered or required to be registered under the Investment Advisers Act when they directly or indirectly disseminate an advertisement. The SEC's April 28, 2021 compliance guide says an advertisement may not contain "an untrue statement of a material fact" or omit a material fact needed to keep it from being misleading. The SEC's Marketing Compliance FAQ, updated January 15, 2026, covers testimonials and endorsements.
• Broker-dealers and registered representatives. FINRA's communications guidance says communications must be fair and balanced, and that they may not include false, exaggerated, unwarranted or misleading statements or claims. Your firm's supervisory and recordkeeping procedures apply to a directory profile and to paid placement.
• Reviews and testimonials. The FTC's Consumer Reviews and Testimonials Rule took effect October 21, 2024 and covers fake reviews and testimonials, among other practices. The FTC's guidance on endorsements asks that material connections be disclosed.
• Florida advisers. Rule 69W-600.0131, F.A.C., covers prohibited business practices for investment advisers, with a rule effective date of March 21, 2024.

A paid listing or placement is not automatically a testimonial, endorsement, rating or recommendation. Describe the payment and the placement accurately, and avoid wording that suggests payment means independent approval, superior quality or investment performance. This is general information, not legal advice, so have your own compliance professional review your listing for your firm's facts.

Claim your free listing first at claim your listing. If your firm is not in the directory yet, you can add your firm. Then use the contact form for the plan itself. The form lets you choose a subject: claim a free listing, ask about Pro, ask about Sponsored placement, confirm category-city availability, ask about registration checking, or ask about cancellation or payment.

Inversado also provides web design, SEO, review management, video marketing and custom app development for financial firms. Those services are separate from directory placement, and you can read about them on the page for financial firms. More detail on how paid placement is labelled is in the advertising notice, and the directory shows how listings appear.