Podcast hosts, newsletter writers and LinkedIn voices your future clients follow, plus your own advisors, with the best pieces run as ads. Every paid recommendation follows the SEC's Marketing Rule.
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UpdatedSeptember 26, 2026SEC, FINRA and platform rules checked at the sources below
Influencer marketing for wealth managers and RIAs means the podcast hosts, newsletter writers and LinkedIn voices your future clients already follow, plus your own advisors explaining one idea well, with the best pieces run as ads. Under the SEC's Marketing Rule a paid recommendation from a current client is a testimonial, and from anyone else an endorsement: it says clearly whether the speaker is a client and whether they were paid, sits under a written agreement above $1,000 a year, and says nothing the firm cannot back up.
Voices on retirement, business exits and family money. Clients only with the testimonial disclosures.
LinkedIn posts, podcast host reads, and the best pieces as Meta ads.
Client or not, paid or not, any material conflict. Nothing that invites a direct message about an investment.
Handle and firm are placeholders, not clients.
Each is advertising under the Marketing Rule, so each carries its disclosures.
The creator tags your firm as a partner and sends a partnership ad code. We run it from their account, with the endorsement disclosures in the post itself.
A podcast or YouTube host reads your message on air and says whether they are paid and a client. The clip runs as an ad, under a written agreement.
A videographer films one of your advisors on one planning idea, for your own account. When your own employee recommends the firm, the rule exempts it from the required disclosures and the written agreement, provided the affiliation is readily apparent or disclosed and you document the person's status, so the advisor's role is on screen.
TikTok treats investment services as restricted branded content, adults only and with TikTok's permission first, so we leave it out unless your firm has that approval.
A paid creator turns on LinkedIn's brand partnership label, which LinkedIn requires for content shared in exchange for value.
Who manages the family's money is a long-form decision, and a host read or guest spot earns its keep as the episode itself.
Meta has required US financial products and services campaigns to run in its Financial products and services special ad category since January 2025.
Before the first brief we read what advisory firms in your market run in Meta's Ad Library and on LinkedIn.
These rates are what creators accepted in real deals.
Across more than 21,000 collaborations, nearly 80 percent of deals were under $300 and only 2 percent were over $1,000.
| Creator size | Followers | Per post, organic | Add ad rights, 30 days | Who they are |
|---|---|---|---|---|
| Nano | Under 10,000 | $150 to $400 | Plus 25 to 30 percent | Local planners, CPAs, newsletter writers and LinkedIn voices. |
| Micro | 10,000 to 100,000 | $400 to $1,500 | Plus 25 to 30 percent | Regional podcast hosts and finance writers with a professional audience. |
| Mid | 100,000 to 500,000 | $2,000 to $5,000 | Negotiated | National finance names. Rarely worth it for one firm. |
| Credentialed | Any size | Negotiated | Negotiated | A CFP professional, CPA or estate attorney on camera. Only when the topic needs one. |
Budget rule: two posts a month with 30-day ad rights runs about $400 to $1,000 per small creator, up to about $3,000 for a larger one. Collabstr's average paid post in 2026 was $193 on Instagram, $186 on TikTok and $255 on YouTube.
We review about 30 accounts for every creator we expect to sign.
Audience fit and real followers first: the FTC's reviews rule bans buying fake followers or views. Then the Marketing Rule's screen, because the firm may not pay an ineligible person. You approve the shortlist before we contact anyone.
Fee, deliverables, usage rights and run time, in the written agreement the rule requires above $1,000 a year. About six messages per deal; roughly a third of cold outreach gets a reply.
One planning idea per piece and the page it points to. Always: client or not, paid or not, and any material conflict, clearly and prominently. Never: a guarantee or a statement the firm cannot substantiate, and no performance unless your compliance team approves the exact presentation.
Two reads, each back within 48 hours, before anything posts: the disclosures, every factual statement, and whether your compliance team needs to see it.
With permission, we build the ad from the creator's handle in Meta's Financial products and services category and point it at an intro page, never at a direct message. Usually live two to four weeks after signing.
You pay each creator directly. We report reach, intro calls booked and cost per call, and keep the agreements and disclosures on file for your records.
The rule treats a client's recommendation as a testimonial.
A testimonial or endorsement must disclose, clearly and prominently, whether the person is a current client, whether they were paid in cash or otherwise, and a brief statement of any material conflict of interest. It must also disclose the material terms of any compensation arrangement, including a description of the compensation, and a description of any material conflicts of interest. The ad also may not include a material statement the firm has no reasonable basis to substantiate.
The rule requires a written agreement describing the activities and the pay for anyone giving a paid testimonial or endorsement, unless they are paid $1,000 or less in 12 months. The firm may not pay a person it knows, or should know, is ineligible.
In September 2024 the SEC settled with nine advisers, for $1,240,000 in combined penalties, over ads with untrue or unsubstantiated statements, or testimonials, endorsements and ratings missing required disclosures. In 2024 FINRA fined M1 Finance $850,000 over influencer posts made on its behalf.
We work remotely from Newport Beach with RIAs across the United States, and source creators where your clients live or listen. The SEC's Marketing Rule covers advisers registered, or required to register, with the SEC; a state-registered adviser follows its state's rules.
Creator fees are yours and paid directly; we never invoice, hold, route or mark up creator money.
Influencer and paid partnership ads, sourced and managed, are part of the Enterprise tier and every tier above it. Creator fees are on top.
Up to five creators live in any month, with finding, contracting, briefing, two review rounds, running and a monthly report included. Creator fees are paid by you, directly.
Eight finished creator videos to our brief, with rights for your own channels and your ads. Extra videos $500 to $750 each.
Fifteen minutes on your firm, your compliance process and which voices fit. We will tell you what can run, where, and what every post must disclose.
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