How matching works, how we get paid, how we verify advisors, and what counts as advice on this platform. Written in plain language. Last updated 2026-05-24.
VerifiedAdvisorsHub matches prospective clients with verified advisors through an admin-mediated, client-chooses process:
This design is deliberate. We do not surface inquiries to multiple advisors simultaneously, do not permit advisors to “claim” clients, and do not run an auction. The advisor you choose knows they were selected by you.
If no network-member advisor fits your jurisdiction or specialty, an administrator may invite a verified non-member advisor to take your inquiry. You may always decline a match and request alternatives.
VerifiedAdvisorsHub is a network of independent verified financial practitioners. The platform's founders are themselves network members and may appear in matching results when their jurisdiction and specialty are a fit.
Because matching is admin-mediated and you make the final choice, there is no algorithmic preference for any specific advisor— the founders compete on fit, jurisdiction, and workload like every other network member. The administrator who curates your shortlist has a documented duty to surface the best fits regardless of founder identity.
VerifiedAdvisorsHub does not receive commission, kickback, or revenue-share from any insurance carrier, investment firm, or product manufacturer. The platform's revenue comes from advisor subscriptions and (in future) a one-time match fee paid by the advisor when an inquiry converts to an active client relationship. See fee structures below.
Matching, calculators, the learn library, contact with an advisor, and the client-facing planning tools are free for the public. The platform itself never charges a client a fee for any feature.
Once you engage an advisor, you pay that advisor for whatever services you both agree to, on terms you and the advisor set directly. Those fees are not collected, processed, or shared with VerifiedAdvisorsHub.
During early access, the advisor subscription is free. When paid pricing launches, advisors will pay a monthly subscription based on the number of active client relationships they hold. Pricing tiers and the exact model will be published on the pricing page at least 30 days before any charge takes effect.
VerifiedAdvisorsHub may also charge an advisor a one-time match fee when an inquiry the platform sourced converts into an active client relationship. This is a platform fee paid by the advisor; it does not come out of your pocket and does not alter the advisor's recommendations to you.
Every advisor on VerifiedAdvisorsHub is verified against the regulator that issued their licence before they may interact with any client through the platform. We confirm:
Examples of regulators we verify against:
Verification is re-checked periodically. If an advisor's status lapses, expires, or is found to be otherwise impaired, their access to client-facing functionality is suspended until the issue is resolved. We do not represent that verification eliminates all risk; we represent that we confirm regulatory standing in a way most directories do not.
Verification confirms regulatory standing. It is not a personal endorsement, a guarantee of advice quality, or a substitute for your own judgment about whether a given advisor is right for your situation.
VerifiedAdvisorsHub offers two distinct categories of functionality, and the line between them matters for regulatory purposes:
Calculators (mortgage, retirement, life insurance need-analysis, investment projector), the learn library, cashflow data entry, goal exploration, risk-profile questionnaires, document storage, and generic planning visualizations are self-directed tools. They produce general educational output based on inputs you provide. They are not personalized financial, investment, tax, insurance, or legal advice. Use them as a starting point for your own thinking or for a conversation with a licensed professional.
Anything specific— a recommendation to buy or replace a particular insurance product, a sealed illustration tied to a carrier and policy, a Life Insurance Replacement Disclosure (LIRD), a signed disclosure document, a finalized corporate discovery output — is produced only by a verified advisor through their licensed practice. These artifacts are the advisor's work product, issued under the advisor's own licence and regulatory obligations, not VerifiedAdvisorsHub's.
VerifiedAdvisorsHub provides the software the advisor uses to produce those artifacts. It does not itself offer, sell, or provide regulated financial advice, insurance products, or securities.
Your data is yours. We describe what we collect, how we use it, who we share it with, and how to export or delete it in the privacy policy.
Key points: information you submit through the matching questionnaire is shared with the advisor you select (and only that advisor). Information you provide once engaged with an advisor is shared with that advisor as part of their client file. You may request an export or deletion of your personal data at any time through the in-app settings or by contacting us via the contact page.
Questions about anything on this page? Contact us.
For background on who we are and how the network is structured, see the about page.