{"id":17359,"date":"2025-06-27T09:25:27","date_gmt":"2025-06-27T09:25:27","guid":{"rendered":"https:\/\/finderica.com\/?p=17359"},"modified":"2025-06-27T09:25:27","modified_gmt":"2025-06-27T09:25:27","slug":"boldin-advisors-achieves-national-registration-from-the-sec-expanding-access-to-tech-enabled-fee-only-planning","status":"publish","type":"post","link":"https:\/\/finderica.com\/?p=17359","title":{"rendered":"Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning"},"content":{"rendered":"<div>\n<p><meta charset=\"UTF-8\"><\/p>\n<p>    <meta name=\"viewport\" content=\"width=device-width, initial-scale=1\"><br \/>\n    <meta property=\"og:image\" content=\"https:\/\/www.boldin.com\/retirement\/wp-content\/uploads\/2025\/06\/SEC-Registered.png\"><\/p>\n<p>            <meta name=\"p:domain_verify\" content=\"7b756049d23245c3a1adc0d7da8375b2\"><br \/>\n            <meta property=\"fb:app_id\" content=\"118686281521793\"><br \/>\n            <meta name=\"msvalidate.01\" content=\"F38E115888BA6841426BFCDD4376D3BA\" class=\"yoast-seo-meta-tag\"><br \/>\n            <meta name=\"google-site-verification\" content=\"FxFy3OFWj9Lhjt8SdORsrCz5ENk5WuEfiPYFGFPlwNM\" class=\"yoast-seo-meta-tag\"><\/p>\n<p>            <!-- Google Tag Manager --><\/p>\n<p>            <!-- End Google Tag Manager --><\/p>\n<p>    <meta name=\"robots\" content=\"index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1\"><\/p>\n<p>\t<!-- This site is optimized with the Yoast SEO Premium plugin v25.3 (Yoast SEO v25.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ --><br \/>\n\t<title>Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning &#8211; Boldin<\/title>\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitGrotesk-Rg.woff2\" rel=\"preload\">\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitGrotesk-Bk.woff2\" rel=\"preload\">\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitGrotesk-Md.woff2\" rel=\"preload\">\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitGrotesk-Smbd.woff2\" rel=\"preload\">\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitGrotesk-Bd.woff2\" rel=\"preload\">\n<link crossorigin=\"\" data-rocket-preload=\"\" as=\"font\" href=\"https:\/\/www.boldin.com\/retirement\/wp-content\/themes\/boldin\/assets\/sass\/fonts\/ESKlarheitPlakat-Xbd.woff2\" rel=\"preload\">\n<p>\t<meta name=\"description\" content=\"SEC registration means increased access, more choice, and continuation of the highest standards of guidance from CFP\u00ae professionals.\">\n\t<link rel=\"canonical\" href=\"https:\/\/www.boldin.com\/retirement\/boldin-advisors-sec-registration\/\">\n\t<meta property=\"og:locale\" content=\"en_US\"><br \/>\n\t<meta property=\"og:type\" content=\"article\"><br \/>\n\t<meta property=\"og:title\" content=\"Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning\"><br \/>\n\t<meta property=\"og:description\" content=\"SEC registration means increased access, more choice, and continuation of the highest standards of guidance from CFP\u00ae professionals.\"><br \/>\n\t<meta property=\"og:url\" content=\"https:\/\/www.boldin.com\/retirement\/boldin-advisors-sec-registration\/\"><br \/>\n\t<meta property=\"og:site_name\" content=\"Boldin\"><br \/>\n\t<meta property=\"article:published_time\" content=\"2025-06-25T12:28:00+00:00\"><br \/>\n\t<meta property=\"article:modified_time\" content=\"2025-06-26T16:34:16+00:00\"><br \/>\n\t<meta property=\"og:image\" content=\"https:\/\/www.boldin.com\/retirement\/wp-content\/uploads\/2025\/06\/SEC-Registered.png\"><br \/>\n\t<meta property=\"og:image:width\" content=\"650\"><br \/>\n\t<meta property=\"og:image:height\" content=\"407\"><br \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\"><br \/>\n\t<meta name=\"author\" content=\"Kathleen Coxwell\"><br \/>\n\t<meta name=\"twitter:card\" content=\"summary_large_image\"><br \/>\n\t<meta name=\"twitter:label1\" content=\"Written by\"><br \/>\n\t<meta name=\"twitter:data1\" content=\"Kathleen Coxwell\"><br \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\"><br \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\"><\/p>\n<p>\t<!-- \/ Yoast SEO Premium plugin. --><\/p>\n<link rel=\"dns-prefetch\" href=\"https:\/\/kit.fontawesome.com\">\n<link rel=\"dns-prefetch\" href=\"https:\/\/www.youtube.com\">\n<link rel=\"alternate\" type=\"application\/rss+xml\" title=\"Boldin \u00bb Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning Comments Feed\" href=\"https:\/\/www.boldin.com\/retirement\/boldin-advisors-sec-registration\/feed\/\">\n<link rel=\"https:\/\/api.w.org\/\" href=\"https:\/\/www.boldin.com\/retirement\/wp-json\/\"><link rel=\"alternate\" title=\"JSON\" type=\"application\/json\" href=\"https:\/\/www.boldin.com\/retirement\/wp-json\/wp\/v2\/posts\/9004111222788727\"><link rel=\"EditURI\" type=\"application\/rsd+xml\" title=\"RSD\" href=\"https:\/\/www.boldin.com\/retirement\/xmlrpc.php?rsd\">\n<meta name=\"generator\" content=\"WordPress 6.8.1\">\n<link rel=\"shortlink\" href=\"https:\/\/www.boldin.com\/retirement\/?p=9004111222788727\">\n<link rel=\"alternate\" title=\"oEmbed (JSON)\" type=\"application\/json+oembed\" href=\"https:\/\/www.boldin.com\/retirement\/wp-json\/oembed\/1.0\/embed?url=https%3A%2F%2Fwww.boldin.com%2Fretirement%2Fboldin-advisors-sec-registration%2F\">\n<link rel=\"alternate\" title=\"oEmbed (XML)\" type=\"text\/xml+oembed\" href=\"https:\/\/www.boldin.com\/retirement\/wp-json\/oembed\/1.0\/embed?url=https%3A%2F%2Fwww.boldin.com%2Fretirement%2Fboldin-advisors-sec-registration%2F&amp;format=xml\">\n<!-- Stream WordPress user activity plugin v4.1.1 --><\/p>\n<p>            <meta name=\"generator\" content=\"WP Rocket 3.19.0.1\" data-wpr-features=\"wpr_remove_unused_css wpr_delay_js wpr_defer_js wpr_minify_js wpr_image_dimensions wpr_minify_css wpr_preload_links wpr_host_fonts_locally wpr_desktop\"><link href=\"https:\/\/cdn.shortpixel.ai\" rel=\"preconnect\" crossorigin=\"\">\n<p>    <a href=\"#main\" class=\"skip-link\">Skip to main content<\/a><\/p>\n<p>            <!-- Google Tag Manager (noscript) --><br \/>\n        <noscript><iframe src=\"https:\/\/www.googletagmanager.com\/ns.html?id=GTM-MD7KZH\" height=\"0\" width=\"0\" style=\"display:none;visibility:hidden\"><\/iframe><\/noscript><br \/>\n        <!-- End Google Tag Manager (noscript) --><\/p>\n<\/div>\n<p><a href=\"https:\/\/www.boldin.com\/retirement\/boldin-advisors-sec-registration\/\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Boldin Advisors Achieves National Registration from the SEC, Expanding Access to Tech-Enabled Fee-Only Planning &#8211; Boldin Skip to main content Source link<\/p>\n","protected":false},"author":2,"featured_media":17360,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[348],"tags":[1230,7050,329,1046,4684,7052,1345,940,1335,673,7051],"class_list":{"0":"post-17359","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-retirement","8":"tag-access","9":"tag-achieves","10":"tag-advisors","11":"tag-boldin","12":"tag-expanding","13":"tag-feeonly","14":"tag-national","15":"tag-planning","16":"tag-registration","17":"tag-sec","18":"tag-techenabled"},"_links":{"self":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/17359","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17359"}],"version-history":[{"count":0,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/17359\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/media\/17360"}],"wp:attachment":[{"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17359"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17359"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}