Legacy Core™
Verify

Financial advisers

Make fiduciary trust visible beyond the brochure.

Prospects and custodians want demonstrated commitment. Legacy Core issues a Trust Credential they can verify independently.

Get Credentialed

Silver and Gold require partner verification or third-party review. Businesses cannot self-attest to those tiers.

Two professionals shaking hands over a desk in an office

Photography is illustrative.

Why financial advisers start here

  • Prospects comparing firms on trust signals, not returns alone
  • Custodian and platform questionnaires that burn staff time
  • No registry listing competitors can copy-paste away

Need the regulatory framing? Read Financial Advisers context

Time to badge

Audit first. Then a live listing.

Most Solo Bronze owners complete the pathway in a few weeks. Review timing depends on how complete the documented responses are, not a countdown clock.

  1. 01 · Day 0

    Free Trust Audit

    15 minutes. Diagnostic only. Surfaces your Trust Gap in plain language.

  2. 02 · Week 1–3

    Credentialing pathway

    Complete the 15 required credentialing areas at your pace. Documented responses go to Legacy Core for review.

  3. 03 · Review

    A person reviews every application.

    Legacy Core reviews eligibility under the applicable credential standard. Completing the Trust Audit does not issue a badge. Silver and Gold cannot be self-attested.

  4. 04 · Live

    Trust Badge + registry

    Credential issued, verification URL live, business listed in the public registry.

See what you'd be able to sendSee the full pathway

Transparent pricing

Pricing

The Bronze Trust Badge is $699 one-time. Staying listed on the Public Business Trust Registry is $199/year or $19/month. Silver and Gold are earned after evidence review. They cannot be purchased as upgrades.

Starting credential

Bronze Trust Badge

One business

$699one-time

The starting Bronze Trust Badge for one business. Payment starts the credentialing pathway. A Trust Badge is issued only after requirements and Legacy Core review are met. Staying listed on the registry is billed separately.

  • Bronze credentialing pathway
  • Legacy Core review before issuance
  • Trust Badge after approval
  • Registry listing available; stay is billed separately at $199/year or $19/month
  • Standard email support

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Stay

Stay on the registry

Annual

$199/year

Monthly

$19/month

  • Continued registry listing in good standing
  • Updated Trust Badge issuance with current verification link
  • Annual credential lifecycle so others can still check status

Earned tiers

Silver & Gold

Earned outcomes after documented implementation and review. You cannot buy them as upgrades, and you cannot self-attest. Alliance Partners may help implement improvements. Legacy Core retains the credential decision.

Compare Trust Badge Tiers

Also for:

Don't just say it. Show it.

Earn a Trust Credential your financial advisers clients can verify in the Public Business Trust Registry.

Get CredentialedSee How It Works
Financial Advisers Trust Credential | Legacy Core | Legacy Core