Pricing
Advisor membership pricing
Cost, included value, and timing in one place. Payment is requested only after private review, acceptance, and profile approval. Membership begins when the accepted public profile goes live.
Firm Membership
$2,000/year
Firm profile and up to 2 accepted Verified Specialist profiles.
Additional Verified Specialist
$1,000/year
Each additional accepted client-facing specialist profile.
Sponsored Placement
Starting at $1,500/year
Optional, quoted separately, and available only where fit and inventory support it.
What membership includes
Private Profile Review
Firm profile
Up to 2 accepted Verified Specialist profiles
Structured Specialty positioning
Source evidence summary and gap notes
Client-fit positioning
Profile approval before publication
Reasonable factual updates during active membership
What happens before payment
The private review gives you profile, pricing, and terms context before any payment request. Membership begins when the accepted public profile goes live, unless accepted written terms say otherwise.
Draft specialist profile
Qualifying Specialties
Source evidence summary and gaps
Suggested public-safe improvements
Membership pricing
Terms preview
Profile approval rights
Sponsored Placement quote, if requested and available
Optional visibility
Sponsored Placement is optional and separate
Sponsored Placement is quote-based, clearly disclosed, and available only to accepted profiles where Specialty fit and inventory support it.
Approved prospects can approve the quote and pay online; quotes are valid for 7 calendar days from issuance, slots are held for 3 calendar days from issuance, and a slot hold expiring does not automatically expire the quote.
Accepted specialists do not need Sponsored Placement to be visible. Verified Specialist profiles appear in Reviewed Specialists, Specialty pages, Specialist profiles, Firm profiles, Get Matched, and Request Introduction when fit supports it.
Sponsored Placement affects disclosed visibility within Tax Advisor Index surfaces only. It does not improve Authority State, source evidence, client fit, or reviewed ordering.
Read Sponsored Placement disclosurePricing FAQ
Start with private review
Review the proposed profile before publication or payment, then approve, request edits, defer, or decline.