Free tools for fee-only advisors
Built on the same data as our research: hundreds of published fees, 600 AI answers and 1,792 firm websites.
Does AI name you when clients ask?
We ask an AI assistant, with live web search, three questions a client of yours would ask, and show who it names and why.
Run the free AI checkCan AI read your website?
Blocked AI crawlers, words hidden behind JavaScript, fees and clients missing from the page. 30 seconds, no email.
Check your websiteHow does your fee compare?
Your planning fee, plan price, hourly rate or AUM fee against the prices hundreds of fee-only firms publish, by state.
Compare your feeWhat does one client cost you?
Pay per lead, a share of fees or a flat membership, worked out with your own fee, close rate and client numbers.
Work out your costGet found by AI: a free 7-day course
One email a day: a finding from our studies and one change to make that day.