Financial Planning Magazine Subscribers Business Mailing List

241,480 Total Universe/Base Rate $185.00/M
241,480 Postal Addresses $185.00/M
216,739 Phone Numbers $65.00/M
83,970 Email Addresses* $325.00/M

The Financial Planning Magazine Subscribers Business Mailing List is a direct response, BPA audited subscriber database comprising financial planners, investment advisors, wealth managers, investment consultants.

Asset Size $15.00/M
$50 Million and Over 12,898
$25 Million – $49.9 Million 7,108
$10 Million- $24.9 Million 8,075
Under $10 Million 12,202
Business/Industry Type $15.00/M
Accounting 12,951
Independent Broker-Dealer 44,473
Independent Financial Planning Firm/Investment Advisory 111,562
RIA 28,872
Blank 304
Other 5,990
Custodian RIA $15.00/M
National Advisor Solutions 104
RBC 192
Shareholder Service Group 194
Folio 231
Trust Company of America 246
Scottrade 411
LPL 862
TD Ameritrade – PMR 2,812
Other 2,935
Schwab 2,458
Fidelity 3,155
Pershing 3,447
Raymond James 4,304
Financial Licenses $15.00/M
LLM
REBC
RFA
RFC
RHU 83
JD 122
MS 174
CEBS 175
CPWA 176
CIMA 837
Series 55 2,616
Series 23 3,985
PFS 4,064
Series 22 5,812
LUTCF 6,032
CFA 6,421
CLU 10,927
ChFC 11,089
RIA 11,115
CPA 13,421
Series 24 14,359
Series 6 27,260
CFP 30,029
var 33,100
Series 65 34,824
Series 63 41,017
life 43,250
Series 7 49,706
other 18,556
Gross Production $15.00/M
$1 million or more 2,703
$750,000-$999,999 778
$500,000-$749,999 1,393
$400,000-$499,999 1,028
$300,000-$399,999 1,351
$200,000-$299,999 2,001
$100,000-$199,999 3,006
Less than $100,000 4,654
Group Benefits $15.00/M
401K 35,084
403B 24,423
Defined Benefit Plan/Pension 20,265
457 18,768
Income Source $15.00/M
Other 7,361
Commission Only 19,826
Fee Only 29,329
Fee & Commission 57,743
Job Title $15.00/M
Chief Technology Officer 152
Chief Marketing Officer 491
Investor Manager 1,380
Chief Compliance Officer 1,414
Chief Financial Officer 1,608
Accountant 2,977
Director 3,066
Investment Advisor 4,905
Manager 4,016
Principal 6,595
Stockbroker/Registered Representative 6,896
Vice President 6,857
Chief Executive Officer 9,096
Preisdent 15,340
Financial Planner 19,498
Financial Advisor 42,705
Blank 58,418
Other 49,356

ADDRESSING
A/B Split NO CHARGE
A/B Split – Each Additional Split $100.00/F
Email Delivery/FTP $60.00/F
CD ROM $25.00/F
Enhanced Deliverability Report $100.00/F
Good Customer Profile $500.00/F
HTML Creation $650.00/F
Image Hosting $100.00/F
Match & Deploy $500.00/F
Mobile Device View $100.00/F
Personalization NO CHARGE
Pin Coding $350.00/F
Suppression (Min) $150.00/F
Transmission $95.00/M
Web Form Creation $500.00/F

ADDITIONAL CHARGES
Business/Industry Type $15.00/M
Custodian RIA $15.00/M
Financial Licenses $15.00/M
Gender $10.00/M
Geography $10.00/M
Gross Production $15.00/M
Group Benefits $15.00/M
Income Source $15.00/M
Job Title $15.00/M

MINIMUM ORDER
5,000