Legacy Core™

Financial advisers

Make fiduciary trust visible beyond the brochure.

Prospects and custodians want demonstrated commitment. Legacy Core issues a Trust Credential they can verify independently.

Silver and Gold require partner verification or third-party review. Businesses cannot self-attest to those tiers.

Two professionals shaking hands over a desk in an office

Photography is illustrative.

Why financial advisers start here

  • Prospects comparing firms on trust signals, not returns alone
  • Custodian and platform questionnaires that burn staff time
  • No registry listing competitors can copy-paste away

Need the regulatory framing? Read Financial Advisers context

Time to badge

Audit first. Then a live listing.

Most Solo Bronze owners complete the pathway in a few weeks. Review timing depends on how complete the documented responses are, not a countdown clock.

  1. 01 · Day 0

    Free Trust Check

    15 minutes. Diagnostic only. Surfaces your Trust Gap in plain language.

  2. 02 · Week 1–3

    Credentialing pathway

    Complete the 15 required credentialing areas at your pace. Documented responses go to Legacy Core for review.

  3. 03 · Review

    A person reviews every application.

    Legacy Core reviews eligibility under the applicable credential standard. Completing the Trust Check does not issue a badge. Silver and Gold cannot be self-attested.

  4. 04 · Live

    Trust Badge + registry

    Credential issued, verification URL live, business listed in the public registry.

Credentialing fees

Pricing

Credentialing and registry fees depend on your business needs. Contact us for current pricing. Silver and Gold are earned after evidence review. They cannot be purchased as upgrades.

Starting credential

Bronze Trust Badge

Contact us for pricing

  • Bronze credentialing pathway
  • Legacy Core review before issuance
  • Trust Badge after approval
  • Public Business Trust Registry listing when credentialed

Stay

Stay on the registry

Contact us for pricing

  • Continued registry listing in good standing
  • Updated Trust Badge issuance with current verification link
  • Annual credential lifecycle so others can still check status

Earned tiers

Silver & Gold

Earned outcomes after documented implementation and review. You cannot buy them as upgrades, and you cannot self-attest. Alliance Partners may help implement improvements. Legacy Core retains the credential decision.

Compare Trust Badge Tiers

Also for:

Don't just say it. Show it.

Earn a Trust Credential your financial advisers clients can verify in the Public Business Trust Registry.

Financial Advisers Trust Credential | Legacy Core | Legacy Core