Financial advisers
Prospects and custodians want to see demonstrated commitment. Legacy Core issues a credential they can verify independently.
Silver and Gold require partner attestation or third-party verification — never self-attestation.
Need the regulatory framing? Read Financial Advisers context
Time to badge
Most Solo Bronze owners complete the pathway in a few weeks. Review timing depends on artifact quality — not a countdown clock.
01 · Day 0
15 minutes. Diagnostic only — surfaces your Trust Gap in plain language.
02 · Week 1–3
Work the 15-part readiness pathway at your pace. Produce artifacts for review.
03 · Review
Human review against the Bronze rubric. Self-attestation is never enough.
04 · Live
Credential issued, verification URL live, business listed in the public registry.
Transparent pricing
Annual plans from solo practitioners to growing teams. Every tier includes the Legacy Core credential and Trust Badge — Silver and Gold are earned over time.
For small teams
Everything a growing team needs to get credentialed together.
Secure annual checkout via Stripe.
Need the full comparison? View all plan details
Renewal
Annual
$199/year
Monthly
$19/month
Earned tiers
Never sold direct. Two paths to either tier after Bronze.
Alliance Partner attestation
Free with Alliance Partner attestation + evidence
Third-party verification
$299
Self-attestation is never accepted for Silver or Gold. See badge tiers
Start with a free Trust Audit built for advisers and wealth practices stewarding client financial data.
