Boldin Advisors, the financial advice arm of Boldin.com, has officially become an SEC-registered investment adviser (RIA), enabling the firm to better serve clients nationwide with its transparent, tech-enabled, fee-only financial planning model.
SEC Registration Expands Access to Boldin Advisors’ Unique Service Offering
Boldin Advisors is redefining what financial advice looks like by putting users, not assets, at the center of the experience. Unlike traditional firms that charge based on assets under management (AUM), Boldin Advisors operates on a flat, transparent, fee-only model. This ensures that every recommendation is fully aligned with the client’s goals, not the advisor’s incentive to manage more money.
More importantly, we embrace a modern, hybrid approach to planning. Clients use the Boldin Planner—an intuitive, tech-forward tool—to build and visualize their financial future. Then, if they choose, they can work directly with a CERTIFIED FINANCIAL PLANNER® professional for personalized guidance, scenario testing, and accountability.
By combining powerful technology with human expertise, Boldin Advisors delivers truly aligned planning support, giving clients confidence, clarity, and full control over their financial lives. It’s advice that’s smart, affordable, and tailored—without the pressure, product-pushing, or hidden costs.
From State-Regulated to SEC-Registered: What’s the Difference?
Before becoming SEC-registered, Boldin Advisors operated under individual state regulations, which meant the firm could only serve a limited number of clients in certain states or had to meet complex requirements to expand beyond state lines. This limited our ability to support the growing, nationwide user base of Boldin Planner subscribers.
Now, with SEC registration, Boldin Advisors can seamlessly serve clients in all 50 states under one consistent regulatory framework.
What SEC Registration Means for Boldin subscribers
Being SEC registered means that Boldin Advisors can provide better service for people seeking the support of a professional financial advisor.
While we have always upheld the strictest fiduciary standards, you now have additional assurance of consistent application of these standards and transparency requirements, reinforcing Boldin’s commitment to putting client interests first.
Additionally, we can now offer:
- Broader access to advice from a CERTIFIED FINANCIAL PLANNER® professional
- Faster onboarding and less waiting for appointments
- More choice as to which advisor you want to work with
“We are excited to remove the scheduling hassles that users in certain states experienced,” said Sarah Busch, head of Boldin Advisors. “We can now bring personalized fiduciary advice to every client and give them more control over which advisor they wish to work with.”
Learn more about Boldin Advisors, book a FREE Discovery session, or schedule an appointment with a specific advisor from our team today.
There Is No One-Size-Fits-All Approach When It Comes to Planning
Boldin empowers users with intuitive, interactive software that puts them in control of their financial future—an approach that leads to greater clarity, confidence, and autonomy. And it works: 98% of PlannerPlus subscribers report feeling confident about their financial future.
But confidence doesn’t mean going it alone. Financial planning is deeply personal, sometimes complex, and always high stakes. That’s why Boldin offers multiple levels of support—so users can choose what works best for their needs, learning style, and life stage.
Personalized Advice from Boldin Advisors
Boldin Advisors is our highest level of service. Users work one-on-one with a CERTIFIED FINANCIAL PLANNER® professional (the gold standard of professional designations) who can provide specific, tailored recommendations based on their unique goals and situation. Thousands of Boldin Planner users choose to supplement their self-directed planning with expert guidance, without the traditional asset-based fees or product pressure.
Boldin Advisors is the only service level that can give you specific financial recommendations and personalized guidance.
One-to-One Coaching
For users who want a second set of eyes—but not full advisory services—Boldin offers affordable coaching sessions. In a one-on-one session, a coach will review your plan for accuracy, help troubleshoot inputs, and show you how to confidently answer your own questions using the Boldin Planner.
Free Ways to Boost Your Financial Know-How
Boldin is committed to making financial planning accessible and empowering at every level:
- Live Classes & Q&As – Daily live classes, weekly Q&A sessions, special events, and a library of on-demand content help users build skills and confidence.
- In-App AI Chat – Get instant answers to your planning questions with Boldin’s in-app AI, trained on a deep library of help content. It resolves over 80% of user questions on the spot.
- Community Support – Boldin’s active communities on Facebook and Reddit give users a space to share ideas, ask questions, and support each other’s goals.
- Weekly Newsletter – Practical tips, inspiring stories, and smart strategies delivered weekly to help users stay motivated and on track. Subscribe here.
No matter where you are on your planning journey, Boldin meets you there with the right tools, the right guidance, and support that grows with you.
About Boldin
The Boldin Planner is powerful software that puts you in control. It’s almost like having a financial expert at your fingertips. Research shows that people with a written financial plan do 2.7 times better financially. They’re also 54% more likely to live comfortably in retirement. That’s not luck, that’s taking control of your money. The Boldin Planner has been named the Best Financial Planning Software of 2025, and the company was selected as a Top Innovator in UpLink’s Prospering in Longevity Challenge and named to the FinTech 100 by CBInsights.
About Boldin Advisors
Boldin Advisors is an independent advisory offering fee-only advice from CERTIFIED FINANCIAL PLANNER® professionals dedicated to delivering fiduciary advice that’s deeply aligned with the needs and goals of everyday investors. Now registered with the SEC, the firm supports clients across all 50 states.
