Partner program

Partner with RetirementNeuron

Offer asynchronous written retirement-plan reviews to customers who want professional human review of AI-assisted planning outputs.

RetirementNeuron helps pre-retirees and retirees turn complex retirement questions into structured AI-assisted planning outputs. Approved Partner-RIAs and advisor reviewers can offer asynchronous written human review services to customers who request professional review. Sign up is free. Advisor profiles and review pricing become visible to customers only after RetirementNeuron admin approval.

  • Free to apply
  • Admin approval required
  • Async written reviews only
  • Pricing controlled by advisor, approved by platform
  • Compliance-first workflow
Free Partner-RIA Sign UpFree Advisor Reviewer Sign UpWhite-label firm portal
Compliance checklistHow review worksPartner education

Signup does not imply approval. Profiles and pricing appear only after admin approval, compliance documentation, agreements, and service-pricing approval.

Partner workflowAsync · Written only

  1. AI Plan Output

    Customer selects structured planning output

  2. Advisor Review

    Approved advisor receives written review request

  3. Compliance Approval

    Documents, agreements, and pricing verified

  4. Written Review Delivered

    Async platform review returned to customer

Partner workflow pipeline: AI plan output, advisor review, compliance approval, and written review delivery.

Program Overview

RetirementNeuron helps pre-retirees and retirees turn complex retirement questions into structured AI-assisted planning outputs. Approved Partner-RIAs and advisor reviewers can offer asynchronous written human review services to customers who request professional review. Sign up is free. Advisor profiles and review pricing become visible to customers only after RetirementNeuron admin approval.

RetirementNeuron is building an advisor-review marketplace for retirement planning users who want human review after generating AI-assisted planning outputs.

  • Customers generate AI-assisted planning outputs.
  • Customers can request a paid written review from an approved Partner-RIA or advisor reviewer.
  • Advisors define review-specific pricing in USD.
  • Pricing becomes visible only after admin approval.
  • Customers see the posted price before requesting review.
  • Reviews are asynchronous written reviews inside the RetirementNeuron platform.
  • No meeting, video call, phone call, Calendly, or scheduling is included in MVP.

Three steps to become visible

  1. 1

    Apply for free

    Create a partner account and choose your applicant type.

  2. 2

    Complete compliance onboarding

    Upload documents, accept agreements, and set review pricing.

  3. 3

    Become visible after approval

    Admin approval enables your customer-facing listing.

Who Should Apply

Partner-RIA Firms

For registered advisory firms that want to offer structured written review services to RetirementNeuron customers. Partner-RIA firms can publish approved review services and pricing after completing compliance onboarding and platform approval.

Free Partner-RIA Sign Up

Independent CFP / Advisor Reviewers

For qualified retirement planning professionals who want to provide written plan-review support, subject to credential verification, compliance review, service limitations, and platform approval.

Free Advisor Reviewer Sign Up

White-label firm portal

For CFP, CPA, and Partner-RIA firms that want clients to use the same planning app on the firm’s hostname, branded as the firm’s portal. RetirementNeuron appears only as Powered by RetirementNeuron™.

White-label firm portal

Credential badges such as RIA, CFP, CPA, EA, or fiduciary-related labels are displayed only after platform verification.

Partner Education: How the Program Works

Expand each topic to understand program scope, compliance expectations, and customer visibility rules.

What RetirementNeuron is
RetirementNeuron is an AI-powered retirement planning platform designed to help users organize retirement questions, assumptions, and scenarios into structured planning outputs.
What advisor review means
Advisor review means an approved professional reviews a customer's selected RetirementNeuron planning output and provides written observations, risks, watchpoints, and suggested next steps.
What AI-generated retirement planning output means
AI-generated output may include structured scenarios, assumptions, summaries, and planning considerations. It is not a substitute for professional advice unless reviewed and delivered by an appropriately qualified professional.
Role of Partner-RIA firm
Partner-RIA firms may offer approved written review services through the platform, subject to registration, disclosure, document review, agreement acceptance, and admin approval.
Role of independent CFP reviewer
Independent CFP reviewers may provide written planning review services within approved scope. Investment advice, tax advice, legal advice, or other regulated services may require additional credentials, registrations, or firm supervision.
Education vs. planning review vs. regulated advice
Education provides general information. Planning review offers structured observations based on a submitted plan. Tax review may require CPA/EA/attorney or appropriate qualification. Legal review may require an attorney. Investment advice may require RIA/IAR registration or an approved firm structure.
Approval requirement
Applicants are not visible to customers until approved by RetirementNeuron admin.
Compliance requirement
Applicants must submit required compliance documents, credentials, disclosures, agreements, and service pricing for review.
Customer visibility rules
Only approved advisors/firms with valid documents, accepted agreements, approved services, approved prices, and no compliance hold are visible to customers.
Data privacy requirements
Customer plan data must remain inside the platform and may only be used for the requested review.
AI limitations
AI-assisted planning outputs can organize information and surface scenarios, but final written review must reflect professional judgment and applicable credentials.
Advisor code of conduct
Advisors must use professional language, avoid unsupported claims, protect customer data, and communicate through the platform.
Marketing and disclosure restrictions
No misleading claims, guarantees, unsupported performance claims, off-platform solicitation, or unverified credential claims.
Customer fee and review-charge process
Advisors define review-specific pricing in USD. The customer sees and accepts the posted price before requesting the review.
Payment and refund handling
Customer payment is collected before advisor assignment. Refunds, disputes, or manual releases follow platform policy and admin controls.
Advisor responsibility
Advisors are responsible for accurate credentials, appropriate scope, compliant advice, and professional written review.
Async written review-only model
MVP reviews are asynchronous written platform reviews only.
No meeting/video/phone support in MVP
No meeting, video call, phone call, appointment booking, or Calendly scheduling is included in MVP advisor review services.

How the Advisor Review Marketplace Works

From plan output to written review delivery — all inside the RetirementNeuron platform.

  1. Plan output

    Customer creates or selects a RetirementNeuron planning output.

  2. Select advisor

    Customer chooses an approved advisor/RIA and a specific written review service.

  3. Posted price

    Customer sees the exact posted review price in USD.

  4. Accept terms

    Customer accepts fee, data-sharing, platform, and no-meeting acknowledgements.

  5. Payment

    Payment is authorized or captured.

  6. Advisor request

    Advisor receives the request and selected customer plan data.

  7. Written review

    Advisor submits a structured written review inside RetirementNeuron.

  8. Delivery

    Customer views the completed written review in the platform.

Advisors do not receive full customer plan data until payment is confirmed or an approved admin manual release is completed.

What Makes an Advisor Visible?

Only Approved + Listing Enabled + Valid Documents + Accepted Agreements + Approved Pricing + No Compliance Hold makes an advisor visible to customers.

  1. Application submitted

    Application submitted for review

  2. Documents approved

    Compliance documents verified

  3. Agreements signed

    Required agreements accepted

  4. Services/pricing approved

    Services and USD pricing approved

  5. No compliance hold

    No active compliance hold

  6. Admin approval

    Platform admin approval recorded

  7. Customer-visible listing

    Customer-visible listing enabled

Signup alone never creates a customer-facing listing.

Why Join as a Partner?

Reach retirement-focused customers

Offer fixed-scope written reviews

Publish review-specific pricing

Reduce scheduling burden with async reviews

Support AI-assisted planning with professional review

Maintain compliance-first onboarding

Protect customer data inside the platform

Build visibility after approval

Serve users evaluating Roth conversions, withdrawals, Social Security, RMDs, IRMAA/MAGI, and retirement readiness

Written Review Services You May Offer

AI Retirement Plan ReviewRoth Conversion ReviewWithdrawal Sequencing ReviewSocial Security Claiming ReviewRMD Planning ReviewIRMAA / MAGI Watchpoint ReviewTax-Aware Retirement Income ReviewPortfolio Allocation ReviewFull Retirement Readiness ReviewAnnual Plan ReviewCustom Written Review

Service availability depends on applicant type, credentials, registrations, compliance review, and platform approval. Portfolio Allocation Review is only for appropriately registered professionals.

Compliance Checklist

Approval requiredStart Free Partner Application

Partner-RIA Firm

  • Firm legal name and contact information
  • CRD / SEC / IARD information, if applicable
  • Form ADV Part 1 or IAPD link
  • Form ADV Part 2A firm brochure
  • Form ADV Part 2B, if applicable
  • Form CRS, if applicable
  • E&O / professional liability insurance
  • Fee schedule
  • Privacy policy
  • Compliance contact confirmation
  • Disciplinary disclosure explanation, if any
  • W-9 before payout
  • Platform participation agreement
  • Confidentiality/data agreement
  • Marketing/referral disclosure agreement, if applicable
  • Compensation agreement

Independent CFP / Advisor Reviewer

  • Legal name and contact information
  • CFP credential proof or public verification link, if applicable
  • Professional bio/resume
  • Headshot
  • E&O insurance certificate
  • RIA/IAR affiliation proof if giving investment advice
  • CRD/IAPD/BrokerCheck link if applicable
  • Form ADV Part 2B or firm supplement if applicable
  • Form CRS if applicable
  • Disciplinary disclosure explanation, if any
  • W-9 before payout
  • Platform reviewer agreement
  • Confidentiality/data agreement
  • Advisor code of conduct
  • Compensation agreement

Document submission does not guarantee approval. Required documents are reviewed by RetirementNeuron admin before any customer-facing listing is enabled.

Applicant Onboarding Steps

  1. Create partner account

  2. Choose applicant type

  3. Enter contact and firm/advisor details

  4. Add credentials and licenses

  5. Select written review services

  6. Add USD pricing for each service

  7. Upload compliance documents

  8. Upload photo or firm logo

  1. Review profile preview

  2. Read and accept required agreements

  3. Complete education attestations

  4. Submit for admin review

  5. Respond to any information requests

  6. Receive approval or rejection

  7. Become visible to customers only after approval

Application Status Workflow

DraftSubmittedNeeds InfoUnder ReviewApprovedApproved HiddenRejectedSuspendedExpired DocumentationTerminated

Only Approved + Listing Enabled + Valid Documents + Accepted Agreements + Approved Pricing + No Compliance Hold makes an advisor visible to customers.

Review Pricing and Customer Payment

Advisors and RIAs can define review-specific pricing in USD. Each active review service must have a posted price. Pricing becomes customer-visible only after admin approval. Customers see the exact posted price before they request a written review.

  • Customer pays before advisor assignment.
  • Payment capture releases selected plan data to advisor.
  • Manual admin release may be available for support exceptions.
  • Refunds and disputes follow platform policy.

RetirementNeuron may withhold advisor assignment or plan-data release until payment is confirmed.

Async Written Review Only in MVP

MVP advisor reviews are asynchronous written platform reviews only. No meeting, video call, phone call, appointment scheduling, or Calendly workflow is included.

Included in MVP

  • Written platform review
  • Structured advisor notes
  • Risk/watchpoint observations
  • Suggested next steps
  • Secure document review
  • Platform messaging

Not included in MVP

  • Phone call
  • Video meeting
  • Calendly scheduling
  • In-person appointment
  • Off-platform messaging
  • Direct payment outside RetirementNeuron

Data Privacy and Professional Conduct

  • Customer data must stay inside RetirementNeuron.
  • Advisor may only use data for the requested review.
  • Off-platform contact instructions are not allowed.
  • Written reviews cannot include links, email addresses, phone numbers, external payment instructions, or scheduling links.
  • Written reviews must use professional language.
  • Slang, profanity, abusive language, and guarantee language are blocked.

Built for compliance-first advisor participation

  • Verified credentials before badge display
  • Private document handling
  • Versioned agreements
  • Admin-approved pricing
  • Payment before plan-data release
  • Content-safe written reviews

Important Disclosures

  • Signup is free, but signup does not imply approval.
  • RetirementNeuron admin approval is required before listing.
  • Customers will only see approved advisors/firms.
  • Advisor profiles and review pricing appear only after approval.
  • Review pricing is subject to platform review and approval.
  • MVP advisor reviews are asynchronous written reviews only.
  • No meeting, video call, phone call, or appointment scheduling is included.
  • RetirementNeuron does not guarantee customer leads, revenue, approval, or customer selection.
  • Credential badges are displayed only after verification.
  • Applicants are responsible for accurate credential, registration, compliance, and disclosure information.
  • Regulated investment, tax, or legal advice may require appropriate registration or professional qualification.

White-label firm portal

Run the same planning product your clients already use, on your hostname, with your Brand Kit. Monthly firm billing stays on the partner hub. Marketplace written-review apply for Partner-RIA and Independent CFP is unchanged.

Sign up for white-labelSign in

Ready to Apply?

Apply for free. Complete the compliance-first onboarding process. Become available to RetirementNeuron customers only after admin approval.

Free Partner-RIA Sign UpFree Advisor Reviewer Sign Up

Application review is required. Approval is not guaranteed.