How the graph stays trustworthy
The public graph is only as useful as the records in it. Here's how each one is built, checked, and kept current.
What every record goes through
Questions about a record, or something wrong? Email [email protected].
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Fee-only sources
Listings start from professional directories that admit only fee-only advisors, such as NAPFA and the XY Planning Network. Commission-based advisors aren't eligible.
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SEC records, checked
For members, we check your CRD number against the SEC's Investment Adviser Public Disclosure records when you join and every four weeks after, including broker registration and your firm's Form ADV compensation.
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Fee-only, enforced
If SEC records show broker registration or commission compensation, the record stops being presented as fee-only and is removed from matches.
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Every fact sourced
Each record shows where its facts come from: a public listing, a registration, or the advisor. The same sources are in the page's structured data, so AI assistants can tell claimed from checked.
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Fit, never payment
Lists and matches are ordered by fit to the question. There are no paid placements, sponsored slots, or hidden boosts.
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Kept current
Members edit their record whenever something changes, and it updates the moment they save.
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Corrections honored
Any advisor, member or not, can request a correction. We respond within seven days.