| Basic | Enhanced | Elite | |
| Name and Type of Advisor | ![]() |
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| Firm Name and Location | ![]() |
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| List of Services Offered | ![]() |
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| Fee Structure and Portfolio Minimums | ![]() |
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| Years of Experience | ![]() |
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| Email Alerts When A Lead Wants to Contact You | ![]() |
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| Easy To Use Interface for Managing Leads | ![]() |
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| Education and Certifications | ![]() |
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| Description of Your Practice and Approach | ![]() |
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| Link to Your Firm's Website | ![]() |
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| Advisor Photo | ![]() |
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| Rotating Listing on Directory's Front Page | ![]() |
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| Listing as a Nationally Available Advisor | ![]() |