What is a paid listing (Basic or Premium) on WealthPlanner?
Short answer
Paid listings are not on sale yet, because the advisor directory is not open. When it opens, it works like this. Basic and Premium are optional paid upgrades for a claimed firm profile. They add a booking link and place the firm ahead of non-paying firms in directory listings, labelled as paid. They are not on sale yet, and their prices will be published when they are.
What a paid listing never does
It never changes a firm's public-record data and never implies a rating or quality. Every paid card is labelled "Basic listing (paid)" or "Premium listing (paid)", and the directory explains its ordering: paid listings first, Premium then Basic; then firms that have claimed their profile; then all other firms, alphabetical within each group.
If a firm stops paying
The profile returns to a standard claimed profile, and the paid-only booking link is removed from the page.
This page is for educational purposes only and does not constitute financial advice. It is general information, not a recommendation for your situation. Consult a licensed financial advisor, tax professional, or attorney before acting on it. Full disclaimer →