On the recordEvery fact sourced to a primary record·The standardAdvisors never pay for placement·IndependentA publication of AdvisorWorld.com Inc·VerificationCredentials checked with the issuing body·SourcingThe IRS, state departments of revenue, and the courts·CorrectionsWhen we're wrong, we fix the record and say so·On the recordEvery fact sourced to a primary record·The standardAdvisors never pay for placement·IndependentA publication of AdvisorWorld.com Inc·VerificationCredentials checked with the issuing body·SourcingThe IRS, state departments of revenue, and the courts·CorrectionsWhen we're wrong, we fix the record and say so·
Est. MMXXVI · Advertiser-freeAdvisors never pay for placement
T
The Trusted Advisor
Retirement & estate planning, on the recordEvery fact sourced · Every advisor verified
The front page

Advice you can hold to account.

Most financial advice online is an advertisement wearing a trench coat. We publish sourced, plainly written guidance on retirement and estate planning — and we are building a directory of credentialed advisors who are listed on merit, never money.

The ledger

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dollars an advisor can pay to appear on this site
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ads or sponsored placements anywhere — the site is advertiser-free
MMXXVI
established as an independent publication of AdvisorWorld.com Inc
The mission

Independent by design, on the record by policy.

The Trusted Advisor exists to make retirement and estate planning legible: to say plainly what the law is, to cite where it comes from, and to point people toward advisors chosen on merit. We take no advertising, and no advisor pays to be here.

Advisors never pay for placement Primary sources only No lead-gen on our guides
Our commitment

We publish what we can prove.

Every figure we publish is cited to a primary source and dated. When the law changes the facts, we update the page and note the change. That is the whole standard.

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