Grow Your Financial Advisory Practice with NexTool
Connect with 50,000+ monthly visitors actively seeking financial guidance. Convert calculator users into long-term clients.
Why Advisors Choose NexTool
Our visitors are already thinking about their finances. They use our calculators, realize they need help, and look for a trusted advisor.
Qualified Leads
Pre-screened prospects matching your specialties. Our visitors are already engaged with financial tools, making them higher-quality than cold leads.
Verified Badge
Stand out with our trust verification seal. We verify all credentials against BrokerCheck and the CFP Board, building confidence before first contact.
Enhanced Profile
Rich profiles with reviews, credentials, and services. Showcase your expertise, certifications, and client testimonials on a professional page.
Analytics Dashboard
Track profile views, leads, and conversion rates. Get monthly reports with actionable insights to optimize your listing performance.
Priority Placement
Appear first in search results for your area. Professional and Premium members get boosted visibility in location and specialty searches.
Custom Landing Page
Dedicated page optimized for your practice. Premium members get a fully customizable, SEO-optimized landing page with your branding.
How It Works
Get up and running in minutes. Start receiving qualified leads within days.
Create your verified profile
Submit your credentials and we verify them against BrokerCheck, the CFP Board, and regulatory databases within 2-3 business days.
Choose your specialties and service area
Select from 10 specialty categories and set your geographic coverage. We match you with prospects looking for your exact expertise.
Start receiving qualified leads
When prospects match your criteria, you get instant notifications with their name, contact info, financial needs, and asset range.
Grow your practice with data-driven insights
Track profile views, lead sources, and conversion rates. Use monthly analytics to optimize your listing and maximize ROI.
Calculate Your ROI
See why NexTool delivers the highest ROI of any advisor marketing channel. Adjust the inputs to match your practice.
Calculate Your ROI
Adjust the sliders to see your estimated return from NexTool leads.
Estimated Annual Revenue
$67,500 on $1,200 investment
Estimated based on your inputs. Actual results will vary. Revenue shown is recurring annual advisory fee revenue from new clients acquired through NexTool.
Simple, Transparent Pricing
No hidden fees. No long-term contracts. Cancel anytime. 30-day money-back guarantee.
Starter
Get started with a basic listing and start receiving leads.
Professional
Stand out with featured placement and more leads.
Premium
Maximum visibility and unlimited qualified leads.
What Advisors Are Saying
“NexTool has been a game-changer for our practice. Since joining 6 months ago, I have received 12 qualified leads per month. Three became clients with a combined $2.5M in AUM. The ROI is incredible compared to any other marketing channel we have tried.”
Sarah Mitchell, CFP
Mitchell Wealth Advisors
New York, NY
“The quality of leads from NexTool is significantly higher than other directories. Prospects come in already educated about financial planning thanks to the calculator tools. I have added 8 new clients in 6 months without spending a dime on Google Ads.”
James Rodriguez, CFP, CPA
Rodriguez Financial Group
Los Angeles, CA
“The verified badge and detailed profile build trust before prospects even contact me. My close rate on NexTool leads is 40% compared to 15% from other sources. The analytics dashboard helps me understand exactly which specialties drive the most leads.”
Michael Thompson, CFP
Thompson & Associates
Chicago, IL
Apply to Be Listed
Fill out the form below and we will review your application within 2-3 business days. Start your 14-day free trial of the Professional plan.
Frequently Asked Questions
How do I receive leads?
When a prospective client submits a consultation request through your profile, you receive an instant email notification with their name, contact info, financial needs, and asset range. You can also view and manage all leads in your advisor dashboard.
What qualifications do I need to be listed?
We require at least one recognized financial credential (CFP, CFA, CPA, ChFC, CLU, etc.) and active registration with the SEC, FINRA, or state regulatory body. We verify all credentials before listing.
Can I cancel at any time?
Yes, all plans are month-to-month with no long-term contracts. You can cancel, upgrade, or downgrade at any time from your dashboard. We also offer a 10% discount for annual billing.
How long does the verification process take?
Most applications are reviewed and verified within 2-3 business days. We check your credentials against BrokerCheck, the CFP Board, and other regulatory databases to ensure accuracy.
What makes NexTool different from other advisor directories?
NexTool visitors are actively using financial calculators, meaning they are already thinking about their finances when they find your profile. This results in much higher-quality leads compared to passive directories like SmartAsset or WiserAdvisor.
Do you offer a free trial?
Yes, we offer a 14-day free trial of the Professional plan so you can experience the platform before committing. No credit card required to start your trial.
What is the average cost per lead?
Based on our Professional plan at $100/month with an average of 15 leads, your cost per lead is approximately $6.67. Compare that to $50-$200+ per lead from Google Ads or SmartAsset. Our leads also convert at a much higher rate because prospects are pre-engaged with financial tools.
Can I control which types of leads I receive?
Absolutely. You set your specialties, minimum AUM threshold, geographic area, and preferred client type. We only send you leads that match your criteria, so you never waste time on unqualified prospects.
Ready to Grow Your Practice?
Join 50+ advisors already receiving qualified leads from NexTool. Start your 14-day free trial today — no credit card required.
Apply Now — Start Getting Leads