Financial planners
A baby, a house, a raise that changed the math.
Wealth and advisory
AI visibility for wealth and advisory firms
AEOptim shows advisory firm owners what AI tools tell people with a money question in your area, and helps you correct what they get wrong.
Someone in your city asks ChatGPT, Gemini or Google's AI: "Can we actually afford to retire, and when should we take Social Security?" The answer explains the options and names a few firms. Is yours one of them, with your fees and minimums right?
Run the free AI Check
About two minutes. No card, no call.
The pathEach step stands alone.
- Free AI Check$0
- Search & Ask Workup$450one time
- Answer Kit$350one time
- AEOptim Visibilityfrom $350a month
Before the first call
What people ask AI before they call an advisor
Nobody wakes up wanting an advisor. Something happens first, and the question comes out like this:
- "How are RSUs taxed, and what is AMT on stock options?"
- "How is a 401(k) split in a divorce?"
- "How much money do you need for a wealth manager, and what is an AUM fee?"
- "What does fee-only mean?"
People ask for weeks before they call anyone. The AI answer is a few sentences with a few names in it, often a national platform's, so a local firm on Google's first page can still go unnamed.
Residency ends
"Do doctors actually need a financial advisor, or should I just pay down the loans?"
Check your own site
What AI needs from an advisory firm
If your site doesn't say it, AI skips you or repeats someone else's version. Each specialty page has its own list; this is the part they share.
- Who you serve. Physicians, business owners, retirees in your town. "Clients of all kinds" gives AI nothing to match.
- What your work covers. Investments, taxes, retirement income, estate coordination, a business sale. List the parts.
- How you're paid. Flat fee, hourly, a percentage of assets, commissions, or a mix, in the words your compliance approves.
- Your minimums. Say whether you have one. "Do I have enough to see an advisor?" is a common quiet question most firm sites never answer.
- How someone starts. The first call, whether it's free, and what to bring.
- Where you work. Your office, and the states you serve by video.
- Your custodian or broker-dealer, named.
- Your disclosures, linked. Your Form ADV brochure, or your BrokerCheck page.
- Credentials and fiduciary status, as your firm states them. CFP, fee-only, fiduciary: your firm's own claims, used only in wording your compliance has approved.
- The same facts everywhere. Your site, your Google Business Profile and any directory you're in should agree. When they don't, AI guesses. Web Everything's Listings Cleanup corrects them.
Specialty pages
Find your specialty
Retirement planners
Can we afford it, and when to take Social Security.
Wealth managers
Newly liquid, and every decision connected to the next.
Investment managers
Minimums, AUM fees and how you invest, in plain words.
Tax advisors
The difference between a preparer and a planner, after a big year.
Estate planning advisors
Trust or will, step-up in basis, and what the kids inherit.
Exit planning advisors
An owner thinking about selling, researching alone.
Physician financial advisors
Loans, contracts and the whole-life pitch, the year residency ends.
Executive advisors
RSUs, options and 10b5-1 plans, the week a vesting date gets close.
Divorce financial planners
The house, the 401(k) and the QDRO, often before the attorney is hired.
What a clear site does
How your website helps AI help them
When your site states your facts plainly, an AI assistant can find you for the question asked, repeat your fees correctly, and tell a household whether they're a fit before anyone calls you. AI tools repeat what they find. If your fee page is out of date, that's what they repeat.
Today, no AI assistant has a booking deal with financial advisors. AI can send a household to your scheduling page or phone number, and they take it from there. A clear "how to start" page with a request form helps schedule that call. If your site came from your broker-dealer's approved website provider, ask what you're allowed to change.
SEC and FINRA
The rules we work inside
Advisor copy is written to the SEC Marketing Rule: testimonials carry the required disclosures, and we don't publish performance claims without your compliance review.
What we publish:
your services, your fee structure, your fiduciary status and registrations as they appear on the record, your process, your minimums, your people, and general answers marked as general information.
What we leave alone:
performance figures and projections, superlatives like "best" or "top", guaranteed outcomes, and comparisons against named competitors.
With a broker-dealer, FINRA Rule 2210 requires principal approval.
We publish nothing ahead of that approval. FINRA's Regulatory Notice 26-14 proposes changing that review; it's a proposal, and the current rule applies.
AEOptim never connects to your CRM or client files.
It works from your public website and listings.
A dated record for your CCO.
On AEOptim Visibility, every draft waits in a review queue with a dated record of what was drafted, changed and approved.
Nothing goes live under your name until you approve it.
We don't guarantee rankings or AI mentions. Nobody honestly can.
The path, with prices
What the check shows, and what comes next
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$0
Free AI Check
One question a prospect would ask, put to one live AI engine (Perplexity) in your city. You see the answer as it came back, names included. About two minutes.
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$450one time
Search & Ask Workup
Your prospects' questions on Google AI Overviews, ChatGPT, Perplexity, Gemini and Claude, plus what people in your market search for on Google. A fix list in order. The report is yours to hand to anyone, including your CCO.
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$350one time
Answer Kit
Answers for your homepage and up to six service pages, drafted only from what your pages already say. You approve every answer.
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from $350a month
AEOptim Visibility
Your questions re-asked monthly on all five engines, several runs each, with a plain verdict on whether a change is real. Change or stop any month.
If you'd rather have it done for you: Web Everything.
Owner questions
FAQ
How does this sit with the SEC Marketing Rule and FINRA's rules?
It's built to stay inside the SEC Marketing Rule and FINRA's communication rules, and you approve every word. We publish only what your compliance file can support. Rules vary by firm and registration, so check with your own compliance reviewer.
Do you use testimonials or performance numbers?
We don't write performance claims, and we don't publish testimonials without the disclosures the Marketing Rule requires and your compliance review.
Does my compliance officer need to review what you publish?
Plan on it. Drafts come to you as reviewable copy, and nothing goes live until you approve it. Firms with an outside compliance consultant use the same review queue.
Can AI schedule a meeting with my firm?
Not through a booking deal; no AI assistant has one with financial advisors today. It can send a household to your scheduling page or phone number.
Which kinds of advisory firm do you cover?
Financial planners, retirement planners, wealth managers, investment managers, tax advisors, estate planning advisors, exit planning advisors, and advisors for physicians, executives and people going through a divorce each have their own page. The Free AI Check works for any advisory firm.
AEOptim handles visibility and structured content. Nothing on this page is investment, tax, or legal advice, and no performance, result, ranking, or citation is promised. Your firm's compliance review governs everything that goes live.
Your city's answer
See what AI tells people in your city.
One AI engine, one question your prospects ask, in your city, and the answer as it came back. About two minutes. No card, no call.
Run the free AI CheckRather talk it through? Call us at 313-395-8171, or write to human@aeoptim.com.
AEOptim, a Web Everything company. AEOptim shows you what AI says about you. Web Everything does the work to change it.