For CFPs & CPAs
Get recommended
by the AI.
A directory of advisors that financially-engaged users actively look to. Without lead-gen junk fees.
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The status quo
SmartAsset charges $80–$200 per lead.
Most go nowhere.
- ●Generic prospects who Googled “financial advisor” once.
- ●Half haven't saved enough to be your client.
- ●You're competing with 3 other advisors who got the same lead.
- ●30% close rate is “good.” Most are below.
Our users
They've already done the homework.
By the time a Cairn user is looking for an advisor, they've:
- Spent hours modeling their plan.
- Run Monte Carlo and seen the failure cases.
- Tried Roth-conversion analysis and want a pro to validate.
- Told us their assets, age, retirement target — we know what they own.
They aren't window-shopping. They're ready to hire someone for the things software can't do — withholding decisions, behavioral coaching, estate planning.
The hook
Cairn's AI recommends you by name.
When a user's plan hits a question that needs a human — “you're facing IRMAA cliffs, talk to a CPA” or “your $1.2M Roth conversion ladder needs a fee-only CFP” — Cairn surfaces YOUR profile based on:
The user clicks. They land on your profile. They book a 30-minute intro call directly. No middleman, no lead-gen reseller.
Listing tiers
Three ways to be found.
Listed
Free
- Basic directory profile
- Searchable by geo + credential
- No featured placement
Featured
$99/ month
- Top of relevant searches in your area
- AI Insights surfaces your profile when users match
- Profile metrics dashboard
- Verified-CFP badge
Pay-per-booking
$25/ booking
- No monthly fee
- Pay only when a user books an intro call
- Combine with Listed for hybrid
- $0 upfront commitment
Compare to SmartAsset at $80–$200 per cold lead. We charge $25 per self-selected meeting and the user has already pre-qualified themselves with their data.
Why advisors win
Higher conversion. Better-fit clients. Recurring referrals.
3-5× the typical conversion rate
Self-selected users who modeled their own plan close at multiples of cold-lead rates. They've decided they want help; they're picking a person.
Pre-qualified by asset size
The user shared their portfolio with Cairn. We tell you their range before they land — so you only see prospects above your minimum.
Better retention
Users who chose you (vs. were assigned to you) stay longer. Lower CAC, higher LTV — your firm metrics improve.
The trust layer
Users rate. We surface.
After the meeting, the user rates the conversation (anonymously, optional). Featured advisors with strong ratings get more visibility; consistently low-rated profiles drop. The directory polices itself.
We don't hide reviews behind a paywall. We don't edit them. The transparency is the moat — both for the user's trust in Cairn and for great advisors who'd otherwise lose to bigger marketing budgets.
Get your profile up.
Let users find you.
The advisor directory launches with the public release. Reserve a featured spot now to be live on day one.
advisors@cairn.moneyReply with your CFP / CPA number, geography, and fee structure. We'll send you the onboarding form.