Boldin Advisors, the monetary recommendation arm of Boldin.com, has formally turn out to be an SEC-registered funding adviser (RIA), enabling the agency to raised serve purchasers nationwide with its clear, tech-enabled, fee-only monetary planning mannequin.
SEC Registration Expands Entry to Boldin Advisors’ Distinctive Service Providing
Boldin Advisors is redefining what monetary recommendation appears like by placing customers, not property, on the middle of the expertise. In contrast to conventional companies that cost based mostly on property beneath administration (AUM), Boldin Advisors operates on a flat, clear, fee-only mannequin. This ensures that each suggestion is totally aligned with the consumer’s objectives, not the advisor’s incentive to handle more cash.
Extra importantly, we embrace a contemporary, hybrid strategy to planning. Shoppers use the Boldin Planner—an intuitive, tech-forward software—to construct and visualize their monetary future. Then, in the event that they select, they’ll work instantly with a CERTIFIED FINANCIAL PLANNER® skilled for personalised steerage, situation testing, and accountability.
By combining highly effective expertise with human experience, Boldin Advisors delivers really aligned planning help, giving purchasers confidence, readability, and full management over their monetary lives. It’s recommendation that’s sensible, reasonably priced, and tailor-made—with out the stress, product-pushing, or hidden prices.
From State-Regulated to SEC-Registered: What’s the Distinction?
Earlier than changing into SEC-registered, Boldin Advisors operated beneath particular person state laws, which meant the agency may solely serve a restricted variety of purchasers in sure states or needed to meet complicated necessities to develop past state traces. This restricted our capacity to help the rising, nationwide person base of Boldin Planner subscribers.
Now, with SEC registration, Boldin Advisors can seamlessly serve purchasers in all 50 states beneath one constant regulatory framework.
What SEC Registration Means for Boldin subscribers
Being SEC registered signifies that Boldin Advisors can present higher service for folks looking for the help of an expert monetary advisor.
Whereas now we have at all times upheld the strictest fiduciary requirements, you now have extra assurance of constant software of those requirements and transparency necessities, reinforcing Boldin’s dedication to placing consumer pursuits first.
Moreover, we are able to now provide:
- Broader entry to recommendation from a CERTIFIED FINANCIAL PLANNER® skilled
- Quicker onboarding and fewer ready for appointments
- Extra selection as to which advisor you wish to work with
“We’re excited to take away the scheduling hassles that customers in sure states skilled,” stated Sarah Busch, head of Boldin Advisors. “We are able to now deliver personalised fiduciary recommendation to each consumer and provides them extra management over which advisor they want to work with.”
Study extra about Boldin Advisors, e-book a FREE Discovery session, or schedule an appointment with a particular advisor from our group at this time.
There Is No One-Dimension-Suits-All Strategy When It Involves Planning
Boldin empowers customers with intuitive, interactive software program that places them in charge of their monetary future—an strategy that results in larger readability, confidence, and autonomy. And it really works: 98% of PlannerPlus subscribers report feeling assured about their monetary future.
However confidence doesn’t imply going it alone. Monetary planning is deeply private, typically complicated, and at all times excessive stakes. That’s why Boldin provides a number of ranges of help—so customers can select what works finest for his or her wants, studying type, and life stage.
Customized Recommendation from Boldin Advisors
Boldin Advisors is our highest degree of service. Customers work one-on-one with a CERTIFIED FINANCIAL PLANNER® skilled (the gold commonplace {of professional} designations) who can present particular, tailor-made suggestions based mostly on their distinctive objectives and scenario. Hundreds of Boldin Planner customers select to complement their self-directed planning with professional steerage, with out the normal asset-based charges or product stress.
Boldin Advisors is the one service degree that may give you particular monetary suggestions and personalised steerage.
One-to-One Teaching
For customers who need a second set of eyes—however not full advisory providers—Boldin provides reasonably priced teaching periods. In a one-on-one session, a coach will overview your plan for accuracy, assist troubleshoot inputs, and present you the right way to confidently reply your individual questions utilizing the Boldin Planner.
Free Methods to Enhance Your Monetary Know-How
Boldin is dedicated to creating monetary planning accessible and empowering at each degree:
- Dwell Courses & Q&As – Day by day reside lessons, weekly Q&A periods, particular occasions, and a library of on-demand content material assist customers construct expertise and confidence.
- In-App AI Chat – Get immediate solutions to your planning questions with Boldin’s in-app AI, educated on a deep library of assist content material. It resolves over 80% of person questions on the spot.
- Group Help – Boldin’s energetic communities on Fb and Reddit give customers an area to share concepts, ask questions, and help one another’s objectives.
- Weekly E-newsletter – Sensible suggestions, inspiring tales, and sensible methods delivered weekly to assist customers keep motivated and on observe. Subscribe right here.
Irrespective of the place you’re in your planning journey, Boldin meets you there with the appropriate instruments, the appropriate steerage, and help that grows with you.
About Boldin
The Boldin Planner is highly effective software program that places you in management. It’s virtually like having a monetary professional at your fingertips. Analysis reveals that individuals with a written monetary plan do 2.7 instances higher financially. They’re additionally 54% extra more likely to reside comfortably in retirement. That’s not luck, that’s taking management of your cash. The Boldin Planner has been named the Finest Monetary Planning Software program of 2025, and the corporate was chosen as a High Innovator in UpLink’s Prospering in Longevity Problem and named to the FinTech 100 by CBInsights.
About Boldin Advisors
Boldin Advisors is an unbiased advisory providing fee-only recommendation from CERTIFIED FINANCIAL PLANNER® professionals devoted to delivering fiduciary recommendation that’s deeply aligned with the wants and objectives of on a regular basis buyers. Now registered with the SEC, the agency helps purchasers throughout all 50 states.