What would it cost you to choose the wrong advisor?
You're about to hand someone your money and pay them every year, often for decades. The wrong choice can cost far more than you think. Here's the math for you.
See what's at stake
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Assumes 6% yearly growth before fees. "A fee 0.5% too high" compares your fee with one 0.5% lower. Illustration only, not a projection.
A single vehicle history report, to protect a purchase of a few thousand dollars.
A typical home inspection before the biggest purchase most people make.
The full record on the advisor and their firm, before you sign anything.
Hire with confidence, or hope for the best.
Roughly 1 in 14 advisors has a misconduct record, and past offenders are far more likely to do it again.
Going in blind
- You find out about past complaints after the fact
- Hidden commissions and referral payments shape the advice you get
- The firm is sold, and your fees and advisor change
- Decades of overpaying quietly compound
Knowing before you sign
- Every complaint and action, explained in plain English
- Licenses checked, with what each one means
- Who owns the company, and how it really makes money
- The exact questions to ask in your next meeting
Misconduct figures: Egan, Matvos & Seru, "The Market for Financial Adviser Misconduct," Journal of Political Economy (2019).
One-time price. No subscription.
Full reports are launching soon. Every report is free while we finish checkout.
Essential
The advisor's full record and their firm's essentials.
- Every complaint & action explained
- Full career history
- Licenses with active status
- Firm fees, insurance sales & conflicts
- Questions to ask · PDF by email
Advanced
The complete picture, for a decision this size.
- Everything in Essential, plus:
- Who owns the company, including parent companies
- Strategy, investments & who they serve
- Enforcement & federal court search
- Your fee cost over 10–30 years
- 12 months of change alerts
Compare 3
Interviewing several advisors? See them side by side.
- Three Advanced reports
- Side-by-side: record, licenses, fees, ownership, conflicts
- Use within 12 months
Before you buy
Isn't this information free on the SEC's website?
The raw filings are public, spread across dense forms and PDFs written for regulators. We pull them together, explain them in plain English, and give you the questions to ask. Most people never get through a Form ADV. Your report takes minutes to read.
Will the advisor know I looked them up?
No. Neither the advisor nor their firm is ever notified, and we never share or sell what you search.
What if you can't find the person I'm looking for?
You'll know before you pay: the free search confirms the record exists. If anything goes wrong after purchase, we refund you in full.
Can I use a report to screen job applicants or tenants?
No. Reports are for personal research when choosing or reviewing an advisor, and may not be used for decisions about employment, credit, insurance or housing.