How we vet asset valuation & financial
A credentialed, regulation-clean advisor or appraiser who discloses how they're paid.
Ratings, when shown, reflect responsiveness and service only — never the quality of an outcome.
Credentials that matter
- Relevant license/credential (CFP, CPA, insurance license, or USPAP-compliant appraiser)
- Fiduciary standard where applicable
What we check before listing
- Verify credential via FINRA BrokerCheck / state licensing board
- Confirm no disciplinary or regulatory actions
- Confirm fee/commission structure is disclosed in writing