Welcome, Perigon Wealth Management

Our pricing is simple, predictable, and built to scale. Choose a subscription plan. Create your profile. Become discoverable by new prospects. Use promo code "PERIGON" for your 20% discount️.

Individual Advisors

Billed annually
Customize your AdvisorFinder profile
Reporting and analytics dashboard
Calendar integration (if applicable)
Basic SEO + advertising plan
Basic chat and email support

Use Promo Code "PERIGON" for your 20% discount ⬆️

Proud to work with advisors from leading firms

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what to expect

Compliant advisor
marketing that actually resonates with prospects

What is AdvisorFinder?

A marketplace where people connect with financial advisors

How it Works

Advisors apply to join by providing their CRD #

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Not a Solicitor

We don't sell leads to advisors, or split revenue

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No Messaging with Prospects

No in-app messaging between clients and advisors

People are searching online for financial advisors now more than ever. AdvisorFinder helps firms and advisors optimize their online presence. AdvisorFinder was founded by a former financial advisor; our team makes compliance a top priority.

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Annual subscription fee - visit our Pricing page for more info