Firms that claim their profile can see how many people viewed it and clicked through to their website, phone number or booking link over the last 30 days. They see counts, not who those people were.
Financial advisors and the directory
Does WealthPlanner sell leads to financial advisors?
Short answer
No. The advisor directory does not collect consumers' contact details or pass enquiries to firms. People who find a firm contact it directly through the firm's own website, phone number or booking link.
Related
Last reviewed October 1, 2026 by the WealthPlanner editorial team. Something wrong or out of date? Tell us.
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