Fee-Only Planner Data
CFPs who charge only client-paid fees with no commissions, referral fees, or third-party compensation.
Fee-Only Planner Contact Data
Fiducia provides CRD-verified contact data for fee-only planner professionals across the United States. Every record is sourced from FINRA BrokerCheck, SEC IAPD, and state regulatory databases, then enriched with verified emails and direct phone numbers.
CFPs who charge only client-paid fees with no commissions, referral fees, or third-party compensation. These advisors represent a specific segment within the broader certified financial planners category, and our data reflects the nuances that matter for targeted outreach.
Available Data Fields
- Identity: Full name, CRD number, firm name, firm CRD number
- Registration: License type, active/inactive status, regulatory jurisdiction
- Credentials: Professional designations (CFP, CFA, ChFC, and others)
- Financial: AUM range from SEC ADV filings where available
- Contact: Verified email address, direct phone number, mailing address
- Compliance: Disclosure history and regulatory actions from BrokerCheck
Who Uses This Data
Sales teams at fintech companies, compliance technology vendors, custodians, asset managers, and insurance distributors use fee-only planner data to build targeted prospect lists. Recruiting firms use it to source candidates in this specialty.
The key advantage over generic B2B databases: we can isolate fee-only planner professionals specifically, verified against their actual regulatory filings. No guessing from job titles or LinkedIn profiles.
How it works
Define your target
Which advisors? What AUM? What geography? What credentials?
We source and match
CRD records, SEC filings, state registrations, and commercial databases.
Verification pass
Every email tested, every phone checked, every license confirmed active.
Ready to use
Delivered in your preferred format. No cleanup required.
Frequently Asked Questions
How do you identify fee-only planner advisors specifically?
We use a combination of CRD registration data, firm type classification, and regulatory filings to identify advisors operating as fee-only planner professionals. This goes beyond job titles to actual registration and practice characteristics.
Can I combine fee-only planner data with other filters?
Yes. Layer on geography, AUM range, credentials, firm size, or any other available field. We build custom lists to your exact specifications.
What format do I get the data in?
Standard delivery is a clean CSV file formatted for CRM import. We can also deliver in custom formats or push directly to your CRM via API on request.
Your sales team deserves contacts that actually pick up.
Send us your ICP. Get verified advisor contacts back.
FINRA verified · 3-5 day delivery · No annual contracts