MEET SEC & FINRA Requirements – Guaranteed
Compliance, Standardized.
A Web Authoring and Standards Protocol
Designed to Minimize Audit Risk for RIAs, Broker-Dealers, and Compliance Officers
Portfolio Allocation
42
Low Risk
Low (0-33)
Medium (34-66)
High (67-100)
Risk score based on portfolio volatility and market exposure. Updated [Date].
Quarterly Performance
+8.2%
Q1
-3.1%
Q2
+5.7%
Q3
+12.4%
Q4
+23.2%
YTD
Past performance does not guarantee future results. Data as of [Date].
Annual Returns
+6%
2021
-4%
2022
+12%
2023
+8%
2024
+22%
YTD
Past performance does not guarantee future results. Data as of [Date].
Portfolio Risk Score
42
Conservative Growth
0 (Low Risk)
100 (High Risk)
Risk score based on portfolio volatility, asset allocation, and market exposure. Updated [Date].
YEARLY Pricing
Ongoing value and support
Compliance tools built for firms of every size. No hidden fees, no per-user charges.
$1,450
per year
Professional
Solo RIAs & Small Teams
✓ Hash-chained Snapshots
✓ Audit Logs
✓ Core Disclosure Blocks
✓ Email Support
$4,800
per year
Enterprise
Mid-market & BDs
✓ Everything in Professional plus…
✓ S3 Object Lock
✓ Unlimited Seats
✓ Server-side Re-auth
✓ Priority Support & Workshops
Custom
per year
Contact Us
Large Firms & Networks
✓ Custom integrations
✓ Bulk Licensing
✓ White Label Options
✓ VIP Support
Testimonials
What compliance officers are saying
Real feedback from RIAs and broker-dealers using WPAdvisorShield.
Verified Customer
“Finally, a compliance solution that doesn’t require a separate SaaS subscription. Everything lives in WordPress, and our CCO can approve content in minutes.”
Sarah Mitchell
Chief Compliance Officer, Wealth Partners RIA
Verified Customer
“The hash-chained snapshots give me confidence during audits. I can prove exactly what was on our website at any point in time with snapshots and logs. Worth every penny.”
David Chen
Managing Director, Pacific Coast Advisors
Ready to Take the Next Step?
Frequently Asked Questions
Common questions about our services and approach.
What is a fiduciary financial advisor?
A fiduciary financial advisor is legally obligated to act in your best interest at all times. This means recommending investments and strategies that benefit you, not the advisor. As a registered investment adviser (RIA), we are held to this fiduciary standard under SEC regulations.
How do you charge for your services?
We operate on a fee-only basis, meaning we do not receive commissions from financial products. Our fees are clearly disclosed in our Form ADV Part 2A, which is available upon request or through the SEC’s Investment Adviser Public Disclosure website.
What is the minimum investment requirement?
Our minimum investment requirement varies by service tier. Please contact us for current minimums and to discuss which service level best fits your needs. We’re happy to provide a complimentary initial consultation.
How can I verify your credentials?
You can verify our registration and review our disclosure documents through the SEC’s Investment Adviser Public Disclosure (IAPD) website and FINRA BrokerCheck. We encourage all prospective clients to review these resources.
COMPLIANCE FOR FINANCE WEBSITES
Download WASP today start authoring with confidence
Our plugin ships with a growing collection of compliance patterns that cohesively click together. Drag, drop, mix, and match patterns to create audit-ready websites in just a few minutes.
“The WordPress Advisor Shield plugin is a total game changer. It’s blazing fast and I don’t need several plugins anymore. It does it all!”
— Amanda Roberts, Compliance Director
Plugin Details
WordPress
Downloads:
1,240
Version:
1.0.17
Requires:
WP 6.4+
Filesize:
245KB
Patterns:
15+