Advice for 403(b) Participants

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Education
Advocacy

403(b)wise Advisor Directory Application Request

Thank you for your interest in being listed in the 403(b)wise Advisor Directory. The minimum designation for inclusion in the Directory is a CFP®. Currently we are not accepting applications from Registered Representatives or those licensed to sell insurance. We will only feature fee-only, fiduciary financial advisors. The annual listing fee is $695 for individuals, or $495 for members of the Garrett Planning Network, Finance for Teachers Network, or the National Association of Personal Financial Advisors.

Please note that inclusion in the directory is a 3-step process — once this request form has been approved, you will be asked to complete your full application. If and when this full application is approved, you will have the opportunity to submit additional information for your directory listing with your annual payment.

Please allow a week for processing of your application request.

Personal and Firm Information

 
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CFP Designation

Are you a Certified Financial Planner (CFP)?

       

If yes, please enter your CFP #

Insurance License

Do you have an insurance license?
Please note that we check — if you are licensed and answer no, you will be permanently banned from applying.

       

Registered Broker Rep

Are you a registered rep of a broker/dealer?
Please note that we check — if you are licensed and answer no, you will be permanently banned from applying.

       

Fiduciary

Fiduciary Pledge

Will you sign the Fiduciary Pledge?

       

Benefits

Paid participation in the 403(b)wise Advisor Directory includes a custom listing page with biography and photo, and the option to write up to two articles a month for the 403(b)wise Advice section for additional exposure.

The directory will be promoted through 403(b)wise social media channels and on the Teach and Retire Rich podcast.

A Note on Eligibility

We realize there may be situations where an exception should be made to our inclusion rules (advisors in transition for example), and we want to be supportive of those efforts. If you want to be a part of the directory and are currently licensed to sell insurance and/or a Registered Rep, please contact us first.