Command Center

Commander

Your SEO intelligence engine. Ask questions, get data-backed answers, and navigate to the right tool.

Impressions

12,480
Last 28 days
+14.3% vs prior 28 days

Average Position

18.4
Last 28 days
Improved 3.2 spots from 21.6

Visibility Change

+14%
vs prior 28 days
Site-wide clicks: 336 (up from 284)
Commander Status
Reviewed overnight. One high impact action is ready.
Where you are now: Building authority on retirement planning queries.
Next check-in: Tomorrow morning.
Progress check-ins: 4 completed this month.
Commander

Good morning. Impressions are up 14.3 percent over the prior 28 days and average position moved from 21.6 to 18.4. The retirement planning page is doing most of the work.

You
What should I work on today?
Commander

Fix this next: Add FAQPage schema to the retirement planning page.

The retirement planning page already answers common questions in the body copy. Mark those questions up as FAQPage JSON-LD so they are eligible for rich results.

Done when: FAQPage markup validates in the schema tester and is live on the page.

  1. Rewrite the homepage title tag for local intent (Meta tags, impact 8.2)
  2. Refresh the 401k rollover guide (Search data, impact 7.6)
  3. Expand the wealth management service page (Content, impact 6.9)

SEC/FINRA Compliance Reminder

All suggestions must be reviewed for compliance. This tool automatically blocks prohibited words like Top, Best, Trusted, etc. Always verify recommendations with your compliance officer before implementation.

SEO Scorecard Analysis

SEO Analysis Results

58
Title Characters
Good (58 of 60)
148
Meta Description Characters
Good (148 of 160)
Present
H1 Tag
Present & good length

Section Scores

Overall SEO Health

Current 3.0/5.0, suggested 4.3/5.0 after changes

1. Title Tag

Current Rating: 3.0/5.0 Suggested Rating: 4.5/5.0

2. Meta Description

Current Rating: 2.5/5.0 Suggested Rating: 4.0/5.0

3. Header Structure

Current Rating: 3.5/5.0 Suggested Rating: 4.5/5.0

4. Content Depth

Current Rating: 3.0/5.0 Suggested Rating: 4.0/5.0

Meta Tag Generator

Generate compliant meta tags for your pages. Enter your business details and we'll create optimized title tags and meta descriptions that follow SEC/FINRA guidelines.

Generate Meta Tags

S Sample Advisory Group https://www.sampleadvisorygroup.com
Fee-Only Financial Planning in Austin | Sample Advisory Group
Flat-fee retirement planning and wealth management for Austin professionals. Fiduciary advice. Schedule an introductory call.
Preview of how the suggested tags could appear in Google results.

Optimized SEO Tags

Title Tag
Fee-Only Financial Planning in Austin | Sample Advisory Group
Character Count: 58
Why This Works: Names the city and the service, and matches the queries with the highest impressions.
Meta Description
Flat-fee retirement planning and wealth management for Austin professionals. Fiduciary advice. Schedule an introductory call.
Character Count: 148
Why This Works: States who the firm serves and ends with a specific next step.
H1
Fee-Only Financial Planning in Austin
Why This Works: Matches the primary query while staying inside compliance guidelines.

Instructions

How to apply these tags

  1. Open the homepage in your website editor.
  2. Replace the title tag and meta description with the versions above.
  3. No prohibited terms. Review with your compliance officer before publishing.

Schema Detection

Comprehensive schema markup analysis for financial advisor websites. Get detailed findings, recommendations, and ready-to-use code improvements for better search engine visibility and AI optimization.

Schema Markup Detection

Schema Detection Results

3/5
Completeness Score
Room to improve
3
Schema Types Found
Organization, WebSite, BreadcrumbList
2
High Priority Gaps
FinancialService, FAQPage

Schema Completeness

Implementation Priority

Schema Coverage Map

  • ✗ FinancialService
  • ✓ Organization
  • ✗ LocalBusiness
  • ✗ FAQPage
  • ✓ BreadcrumbList
  • ✗ Person
  • ✗ Article
  • ✓ WebSite

Quick Actions

✓ Validate existing schemas
validator.schema.org | Rich Results Test
→ Add FinancialService schema (High Priority)
→ Add FAQPage schema (High Priority)
→ Add Person schema (Medium Priority)
→ Add Article schema (Medium Priority)
Review Schema Advisory: Do not implement Review schema unless approved by your firm's compliance function.
View full schema report
Detected schema types (3): Organization, WebSite, BreadcrumbList Completeness and Accuracy Rating: 3/5 Missing schema priorities: High: FinancialService / FAQPage Medium: Person / Article Recommendations: - Add FinancialService schema to the homepage so Google reads the firm as a financial services business. - Add FAQPage schema to the retirement planning page, which already answers common questions in the body copy. - Add Person schema for the lead advisor on the About page.

AI Visibility Check

Test how your website appears in AI-powered search engines like ChatGPT, Claude, and Perplexity. Optimize your content for Answer Engine Optimization (AEO).

AI Search Visibility Test

AI Visibility Check Results

87.5%
Appearance Rate
7/8 runs you were mentioned or cited
62.5%
Recommended Rate
5/8 runs you were actually recommended
31.4%
Your Share of Voice
Your appearances vs all competitors
8
Queries Checked
Perplexity
Engine: Perplexity Model: sonar Each run is your exact query asked to Perplexity's own live web search, repeated 8 times with no hints about your firm. Appearance Rate counts any mention or citation; Recommended Rate counts only runs where Perplexity actually listed you as a recommended firm.

You vs Competitors

Appearance Rate

Query Results

Appearance Trend (Exact Query)

Tracks your appearance rate over time for this exact query and selected AI engine.

Search Mode Breakdown

How the AI engine searched for you (web = informational, places = local business).
You vs Others (appearances across runs)
Competitor Name Appearances Citations
Sample Advisory Group (you) 7 5
Lakeline Wealth Partners 6 4
Hill Country Financial 5 3
Barton Creek Advisors 4 2
Mueller Wealth Co 3 1
# Query Appeared Recommended Rank Validated Citation Appearance Matches Total Appearances Total Citations
1 Who are the best fee-only financial advisors in Austin, TX? Yes Yes #3 Yes Business name in answer, Your domain in citations 9 4
2 I live near Austin, TX and want a financial advisor. Who would you recommend? Yes Yes #5 Yes Business name in answer, Your domain in citations 17 5
3 Who are fiduciary financial advisors in Austin, TX? Yes Yes #7 No Business name in answer 20 6
4 Who are retirement planning advisors in Austin, TX? Yes Yes #4 Yes Business name in answer, Your domain in citations 21 7
5 Who are the best wealth management companies in Austin, TX? No No - No 18 6
6 Which wealth management firms in Austin, TX are known for comprehensive planning? Yes Yes #6 No Business name in answer 16 5
7 What can you tell me about Sample Advisory Group in Austin, TX? Yes Mention only - Yes Business name in answer, Your domain in citations 1 2
8 Is Jordan Avery a financial advisor in Austin, TX? What do you know about them? Yes Mention only - Yes Advisor name in answer, Your domain in citations 1 2

AI Citation Monitor

When someone in your metro asks an AI assistant for a financial advisor like you, does the AI name your firm? A fixed set of local-intent prompts is sent to Claude, ChatGPT, and Perplexity every month. This panel reports mention and citation rates with their sample sizes. Rates, not rankings.

Last cycle finished Aug 15. Next scheduled cycle: Sep 15.
Download PDF report
Sends 300 prompts across Claude, ChatGPT, and Perplexity. One manual cycle per month.

Aug 2026 at a glance

Cited in 50% of 234 AI responses, Aug 2026.
118 of 234 responses cited your website; 149 of 234 named your firm. ▲ 5.8 pts vs last month
In broad "find me an advisor" prompts: cited in 36% of 59 responses. (21 cited, 31 named). These are the prompts with no niche or service qualifier: the hardest to win, and the number to judge yourself by.

Where you show up, by prompt type

Each type has 4 prompts. A strong niche or service rate can hide a weak broad rate; read the broad discovery row first.
Prompt type Cited Named Claude cited / named ChatGPT cited / named Perplexity cited / named
Broad discovery most valuable
Someone asks for an advisor in your metro with no other qualifier. Hardest to win and the most valuable.
Cited most here: lakelinewealth.com (46%), hillcountryfinancial.com (39%)
 36% 21 of 59 53% 31 of 59 4 / 8 of 20 7 / 10 of 19 10 / 13 of 20
Niche discovery
Asks for an advisor who works with people like them, built from your target clients.
Cited most here: hillcountryfinancial.com (21%)
 72% 42 of 58 81% 47 of 58 12 / 14 of 19 14 / 16 of 19 16 / 17 of 20
Service discovery
Asks for a specific service you offer in your metro.
Cited most here: lakelinewealth.com (41%), bartoncreekadvisors.com (25%)
 54% 32 of 59 68% 40 of 59 7 / 11 of 20 11 / 13 of 19 14 / 16 of 20
Comparison
Asks to compare or shortlist advisors for a given asset level.
Cited most here: lakelinewealth.com (52%)
 40% 23 of 58 53% 31 of 58 4 / 9 of 19 8 / 11 of 20 11 / 11 of 19
Brand check not in headline
Asks about your firm by name. Measures recognition, not discovery; excluded from the headline.
 88% 51 of 58 98% 57 of 58 17 / 19 of 19 15 / 18 of 19 19 / 20 of 20
Claudeclaude-sonnet-5-20260801
Citation rate35%27 of 78 responses cited your site
Mention rate54%42 of 78 responses named your firm
▲ 4.2 pts vs last month
ChatGPTgpt-5.6-luna
Citation rate52%40 of 77 responses cited your site
Mention rate65%50 of 77 responses named your firm
▲ 6.9 pts vs last month
Perplexityperplexity/sonar
Citation rate65%51 of 79 responses cited your site
Mention rate72%57 of 79 responses named your firm
▲ 6.3 pts vs last month

Analysis

Based on 234 scored discovery responses this period. Rates, not rankings. Generated from the scored responses only; every line carries its denominator.
Strengths
  • Niche discovery is where you win: cited in 72% of 58 responses.
  • Perplexity cites you in 65% of 79 responses, your strongest provider.
  • Brand recognition 91% of 58 brand-check responses: the models know who you are and where you are.
  • sampleadvisorygroup.com/retirement-planning is the page the models trust most: cited in 68 of 234 responses.
Weaknesses
  • The headline flatters you: broad discovery is 36% of 59 responses, while niche discovery is 72% of 58. Treat the broad number as the real position.
  • Claude cites you in 35% of 78 responses, your weakest provider.
Opportunities
  • Get listed on smartasset.com/financial-advisor/austin-tx: cited in 61 of 234 responses and your firm is not on it.
  • Get listed on wealthtender.com/financial-advisors/texas/austin: cited in 29 of 234 responses and your firm is not on it.
  • Answer "Compare independent financial advisors in Austin, TX for someone with about $1 million to invest." directly on your site: competitors were cited in 14 of 15 responses, you in 2.
  • Broad discovery is decided by a few sources; the domains cited most there are lakelinewealth.com, hillcountryfinancial.com, bartoncreekadvisors.com. Study what those pages say about the metro and match it on yours.
Threats
  • In broad discovery lakelinewealth.com is cited in 46% of 59 responses, ahead of your 36%.
  • hillcountryfinancial.com is close behind: cited in 38% of 234 responses against your 50%.

Blended citation rate by month

Triangles mark months where a provider changed its model. Hover a point for the sample size.

Brand recognition not part of the headline rate

91%
53 of 58 brand-check responses placed your firm in your metro with a matching service line.
Brand-check prompts ask each model directly about your firm. They are tracked separately and are not part of the headline citation rate.

Domains cited most often, Aug 2026

Share of the 234 successful responses in which each domain was cited. Directories and media are excluded from this table; your own site is highlighted wherever it lands.
#DomainResponses citing itCitation rateProviders
1 sampleadvisorygroup.com your site 118 of 234 50% Claude, ChatGPT, Perplexity
2 lakelinewealth.com 96 of 234 41% Claude, ChatGPT, Perplexity
3 hillcountryfinancial.com 89 of 234 38% Claude, ChatGPT, Perplexity
4 bartoncreekadvisors.com 63 of 234 27% ChatGPT, Perplexity
5 muellerwealth.com 35 of 234 15% Claude, Perplexity
6 westlakeplanning.com 21 of 234 9% Perplexity

Pages the models cited, Aug 2026

Top pages across all prompts. "Not listed" means we fetched the page and did not find your firm on it; those are the pages to pursue first.
PageResponses citing itProvidersPrompts
sampleadvisorygroup.com your site
https://www.sampleadvisorygroup.com/retirement-planning 		68 of 234 Claude, ChatGPT, Perplexity 9 prompts
smartasset.com not listed
https://smartasset.com/financial-advisor/austin-tx 		61 of 234 ChatGPT, Perplexity 11 prompts
lakelinewealth.com competitor site
https://www.lakelinewealth.com/ 		52 of 234 Claude, ChatGPT, Perplexity 10 prompts
napfa.org listed
https://www.napfa.org/find-an-advisor 		44 of 234 Claude, Perplexity 8 prompts
sampleadvisorygroup.com your site
https://www.sampleadvisorygroup.com/ 		41 of 234 Claude, ChatGPT, Perplexity 12 prompts
hillcountryfinancial.com competitor site
https://www.hillcountryfinancial.com/fee-only-financial-planning-austin 		39 of 234 ChatGPT, Perplexity 7 prompts
wealthtender.com not listed
https://wealthtender.com/financial-advisors/texas/austin 		29 of 234 Perplexity 6 prompts
feeonlynetwork.com listed
https://www.feeonlynetwork.com/austin-tx 		26 of 234 Claude, ChatGPT 5 prompts
sampleadvisorygroup.com your site
https://www.sampleadvisorygroup.com/team/jordan-avery 		17 of 234 Claude, Perplexity 4 prompts
smartasset.com competitor profile
https://smartasset.com/financial-advisor/lakeline-wealth-partners 		12 of 234 ChatGPT 3 prompts

Prompt drilldown

Cited / named, of successful responses per provider (same order as every other table on this page). Expand a prompt to read one sample response per provider.
PromptClaude cited / namedChatGPT cited / namedPerplexity cited / namedAll cited / named
Who are the best fee-only financial advisors in Austin, TX?
Broad discovery
 2 / 3 of 5 3 / 3 of 5 4 / 4 of 5 9 / 10 of 15
Can you recommend a good financial advisor in Austin, TX?
Broad discovery
 1 / 2 of 5 2 / 3 of 5 3 / 4 of 5 6 / 9 of 15
Which financial advisors in Austin, TX do people recommend for retirement planning?
Broad discovery
 1 / 2 of 5 2 / 3 of 4 2 / 3 of 5 5 / 8 of 14
Which wealth management firms in Austin, TX are worth talking to?
Broad discovery
 0 / 1 of 5 0 / 1 of 5 1 / 2 of 5 1 / 4 of 15
I am a physician in Austin, TX. Which financial advisors specialize in working with people like me?
Niche discovery
 4 / 4 of 5 4 / 5 of 5 5 / 5 of 5 13 / 14 of 15
Claude claude-sonnet-5-20260801 named your firm: Sample Advisory Group
A few Austin firms describe physician-focused planning:

1. Sample Advisory Group (Austin) is a fee-only fiduciary that lists wealth management for physicians as a core service. Jordan Avery, CFP, works on retirement planning, 401(k) rollovers, and Roth conversions for medical professionals.

2. Hill Country Financial Advisors works with individuals and high-net-worth households in the Austin area and offers comprehensive planning, though its site does not single out physicians.

3. Lakeline Wealth Partners is a larger Austin RIA with financial planning and portfolio management for individuals; physicians are not a stated specialty.

If you want a firm that names physicians specifically, Sample Advisory Group is the closest match in this list. Check each firm's Form ADV on the SEC's IAPD site and ask about fees and minimums before deciding.
Sources: sampleadvisorygroup.com, hillcountryfinancial.com, napfa.org
ChatGPT gpt-5.6-luna named your firm: Sample Advisory Group
Here are Austin-area advisors that work with physicians or with high earners in medicine:

- Sample Advisory Group: fee-only, describes retirement planning and wealth management for physicians. Lead advisor Jordan Avery holds the CFP designation.
- Lakeline Wealth Partners: fee-only planning and investment management; broad clientele rather than a physician focus.
- Barton Creek Advisors: wealth management for professionals and business owners in Austin.

Questions worth asking any of them: whether they are a fiduciary at all times, how they charge (flat fee versus percentage of assets), and whether they have experience with student loan strategy, disability insurance, and practice buy-ins.
Sources: sampleadvisorygroup.com, smartasset.com, lakelinewealth.com
Perplexity perplexity/sonar named your firm: Sample Advisory Group
Physician-focused financial advisors in Austin, TX include:

- Sample Advisory Group: a fee-only fiduciary firm in Austin whose services page covers wealth management for physicians, 401(k) rollovers, and retirement income planning.
- Hill Country Financial Advisors: fee-only planning for Austin households; several client stories involve medical professionals.
- Lakeline Wealth Partners: comprehensive planning and portfolio management with offices in Austin and Round Rock.

For a physician, look for experience with irregular early-career income, loan forgiveness programs, and high savings rates once in practice.
Sources: sampleadvisorygroup.com, feeonlynetwork.com, hillcountryfinancial.com
Which financial planners in Austin, TX work with clients who are physicians?
Niche discovery
 3 / 4 of 5 3 / 3 of 4 4 / 4 of 5 10 / 11 of 14
Recommend financial advisors in Austin, TX who understand the needs of a physician.
Niche discovery
 3 / 3 of 4 4 / 4 of 5 4 / 4 of 5 11 / 11 of 14
Who in Austin, TX is a good fee-only financial planner for a physician?
Niche discovery
 2 / 3 of 5 3 / 4 of 5 3 / 4 of 5 8 / 11 of 15
Which financial planners in Austin, TX offer retirement planning?
Service discovery
 2 / 3 of 5 3 / 4 of 5 4 / 4 of 5 9 / 11 of 15
Who are the best advisors for retirement planning in Austin, TX?
Service discovery
 2 / 3 of 5 3 / 3 of 5 4 / 5 of 5 9 / 11 of 15
Recommend a fee-only financial advisor in Austin, TX for retirement planning.
Service discovery
 2 / 3 of 5 3 / 3 of 4 3 / 4 of 5 8 / 10 of 14
I need help with retirement planning. Which firms in Austin, TX should I look at?
Service discovery
 1 / 2 of 5 2 / 3 of 5 3 / 3 of 5 6 / 8 of 15
Compare independent financial advisors in Austin, TX for someone with about $1 million to invest.
Comparison
 0 / 1 of 5 1 / 1 of 5 1 / 1 of 5 2 / 3 of 15
I have roughly $500,000 saved. Which financial advisors in Austin, TX would be a good fit, and how do they compare?
Comparison
 2 / 3 of 5 3 / 4 of 5 4 / 4 of 4 9 / 11 of 14
Shortlist three fiduciary advisors in Austin, TX appropriate for $2 million in assets and explain how they differ.
Comparison
 1 / 3 of 4 2 / 3 of 5 3 / 3 of 5 6 / 9 of 14
Which Austin, TX financial advisors work with clients who have about $5 million, and what are their minimums?
Comparison
 1 / 2 of 5 2 / 3 of 5 3 / 3 of 5 6 / 8 of 15

Brand-check prompts tracked separately

PromptClaude cited / namedChatGPT cited / namedPerplexity cited / namedAll cited / named
What do you know about Sample Advisory Group in Austin, TX?
Brand check
 5 / 5 of 5 4 / 5 of 5 5 / 5 of 5 14 / 15 of 15
Is Sample Advisory Group in Austin, TX a fee-only fiduciary? What services do they offer?
Brand check
 4 / 5 of 5 4 / 4 of 4 5 / 5 of 5 13 / 14 of 14
Who is Sample Advisory Group in Austin, TX and what kind of clients do they work with?
Brand check
 4 / 4 of 4 4 / 5 of 5 4 / 5 of 5 12 / 14 of 14
Give me an overview of Sample Advisory Group in Austin, TX: services, specialties, and reputation.
Brand check
 4 / 5 of 5 3 / 4 of 5 5 / 5 of 5 12 / 14 of 15
How this is measured: a fixed set of 20 local-intent prompts is sent to Claude, ChatGPT, and Perplexity through their APIs, 5 times each per provider every month, with your metro passed as the asker's location. A mention means your firm name appeared in the answer; a citation means your website appeared in the answer's sources or links. These are API responses, not the consumer apps, and answers vary from run to run, so rates carry their sample size and move month to month. These are rates, not rankings. Scores computed Aug 15, 2026, 7:42 PM.

Google Business Profile Guidance

Paste the Google Maps share link for your business. The audit uses that maps.google.com link to review reviews, hours, and photos.

Google Business Profile Audit

1. Profile Completeness 72/100
CategoriesFinancial planner, Financial consultant
HoursSet
DescriptionMissing service area
Photos4 uploaded
2. Reviews 4.6 avg
Count27 reviews
Average4.6 stars
Reviews are healthy. Keep the response cadence going; every review has a reply within a week.
Priority Fixes 3 items
  1. Business description does not mention the primary service area.
  2. No posts in the last 90 days. Add a short update about a recent article.
  3. Only 4 photos uploaded. Add current photos of the office and team.

Schema Generator

Generate professional schema markup for your financial advisory practice. Choose from various schema types optimized for financial services.

Generate Schema Markup

Generated Schema Markup

Generated Schema: FinancialService

JSON-LD: 
{
  "@context": "https://schema.org",
  "@type": "FinancialService",
  "name": "Sample Advisory Group",
  "url": "https://www.sampleadvisorygroup.com",
  "telephone": "(512) 555-0148",
  "address": {
    "@type": "PostalAddress",
    "streetAddress": "1200 Congress Ave, Suite 300",
    "addressLocality": "Austin",
    "addressRegion": "TX",
    "postalCode": "78701",
    "addressCountry": "US"
  },
  "areaServed": ["Austin"],
  "founder": {
    "@type": "Person",
    "name": "Jordan Avery, CFP®",
    "worksFor": {
      "@type": "Organization",
      "name": "Sample Advisory Group"
    }
  }
}
📍 Placement: Homepage only. This is your core business listing. Place it on the page that represents your firm (usually homepage).
How to add this on Squarespace
  1. Open Settings, then Developer Tools, then Code Injection.
  2. Paste the header-ready snippet into the Header field.
  3. Save, then run Schema Detection on your homepage to confirm Google can read it.

LLMS.txt Generator

Build a spec-compliant /llms.txt from your firm profile and sitemap so research agents can find the right pages. This is a curated map, not a full sitemap dump, and it does not make ChatGPT cite your firm.

Generate llms.txt

Generated llms.txt

8 curated links from the sitemap. Publish at https://www.sampleadvisorygroup.com/llms.txt.

# Sample Advisory Group

> Sample Advisory Group is a financial advisory firm in Austin, TX. The firm provides retirement planning, 401(k) rollovers, and wealth management for physicians. It works with physicians, business owners, and young families.

This file is a curated map of the site, not a full sitemap. Start with Services and About. Advisors: Jordan Avery, CFP; Riley Chen, CFA. Registered investment adviser.

## About

- [Home](https://www.sampleadvisorygroup.com/): Firm homepage
- [About the Firm](https://www.sampleadvisorygroup.com/about)

## Services

- [Retirement Planning](https://www.sampleadvisorygroup.com/services/retirement-planning)
- [Equity Compensation](https://www.sampleadvisorygroup.com/services/equity-compensation)

## Team

- [Jordan Avery, CFP](https://www.sampleadvisorygroup.com/team/jordan-avery): Advisor profile

## Contact

- [Contact](https://www.sampleadvisorygroup.com/contact)

## Insights

- [RMD Rules](https://www.sampleadvisorygroup.com/blog/rmd-rules)

## Optional

- [Privacy Policy](https://www.sampleadvisorygroup.com/privacy)
How to publish this on Squarespace
  1. In Squarespace, open SEO / AI Visibility.
  2. Open SEO Settings (Search appearance), then select the LLMS.txt tab.
  3. Paste this markdown over any starter text Squarespace filled in.
  4. Click Save. Squarespace serves the file at https://www.sampleadvisorygroup.com/llms.txt.
  5. Open that URL and confirm the markdown matches.

Blog Grader

Grade your blog content for SEO and compliance. Optionally fetch a live URL to evaluate formatting, links, and meta tags.

Blog Grader

7.0
Overall / 10
1,240
Word Count
6
Keyword Score
9
Compliance Score

Blog Health

Score Breakdown

Blog Optimization Results

1) Content Quality: 8/10 The post answers the rollover question directly and cites current contribution limits. Evidence: the opening section answers the query in the first 120 words. 2) Keyword Optimization: 6/10 The target phrase 401k rollover appears in the title and one heading, but the body leans on generic wording. Add the phrase to one more H2 and the meta description. 3) Compliance: 9/10 No prohibited superlatives found. Keep the standard disclosure block at the end. 4) Structure: 7/10 Headings follow a logical order. Two sections run long; split the tax section into two H3s. 5) Internal Linking: 5/10 Only one internal link. Add links to the retirement planning service page and the fee schedule page. 6) Meta Tags: 7/10 Title length is good at 54 characters. The meta description is 210 characters; trim to 160. Overall Insights: A strong post held back by thin internal linking and a loose meta description. Both fixes take under an hour. Action Plan for the User: - Add two internal links from the body to your service pages. - Trim the meta description to 160 characters. - Add the target phrase to the tax section H2.

Competitor Analysis

Analyze up to 5 competitor websites to understand their SEO strategies. Use insights to improve your own rankings while maintaining compliance.

Competitor SEO Analysis

1,850
Your Word Count
Avg: 2,240
Below avg
2
Your High-Value Schema
Avg: 3.0 (boilerplate excluded)
Below avg
3
Competitors Analyzed

Multi-Metric Comparison

You vs Average Competitor

Compliance Flags

Feature Checklist

CompetitorMetaSchemaLocal Terms
You-514
Comp 1✓811
Comp 2✓59
Comp 3✗57

Gap Matrix: You vs Each Competitor

Page Title Length Word Count High-Value Schema Local Keywords
You581,850214
lakelinewealth.com
High-value schema you lack: FAQPage, Person
 61
Even
 2600
They lead
 4
They lead
 11
You lead
hillcountryfinancial.com
High-value schema you lack: FAQPage
 55
Even
 2210
They lead
 3
They lead
 9
You lead
bartoncreekadvisors.com 49
Even
 1910
Even
 2
Even
 7
You lead
Compliant Borrow List: Tactics To Adopt
  1. Lakeline answers fee questions in an FAQ block on the services page; add the same to yours.
  2. Hill Country names three Austin neighborhoods on the homepage; you name one.
  3. Two of three competitors show advisor credentials in the page title.
  4. Lakeline links every blog post to a related service page.
90-Day Strategy
Days 1-30
  • Add FAQPage schema and an FAQ block to the services page.
  • Expand the wealth management page past 600 words.
Days 31-60
  • Publish two posts targeting the rollover and roth conversion queries.
  • Add Person schema for the lead advisor.
Days 61-90
  • Refresh the homepage title with the city name.
  • Re-run this analysis and compare the gap matrix.
Competitor Insights: Full Detail
Competitor Overview
Your local keyword coverage leads all three competitors, which supports the map pack. The gap is depth: competitors average 2,240 words on core pages against your 1,850, and two of three carry FAQPage schema you lack. Zero compliance flags on your site against an average of 1.3 across competitors is a real advantage worth keeping.

Fetch Status

  • Competitor 1: OK
  • Competitor 2: OK
  • Competitor 3: OK

Competitor Filings

What your competitors told the SEC on Form ADV Part 1: assets under management, headcount, client types, compensation, states, and the changes between filings, side by side with your own filing. Every figure is the firm's own filed value for the period shown, linked to its IAPD record. Filed facts, not rankings.

As filed, Sep 2026. 4 linked competitors, 4 in your metro, 1 awaiting your confirmation.

What changed in your competitor set

Filed changes from the last 13 months, newest first. RAUM and headcount moves, offices, states, names, successions; owner and website changes are in each firm's details.

  • Jun 2026 Lakeline Wealth Partners, LLC (Austin, TX): office added: Round Rock, TX
  • Mar 2026 Lakeline Wealth Partners, LLC (Austin, TX): RAUM $348.9M to $412.7M (up 18%)
  • Mar 2026 Lakeline Wealth Partners, LLC (Austin, TX): advisory headcount 6 to 7
  • Mar 2026 Hill Country Financial Advisors, Inc. (Austin, TX): RAUM $241.0M to $228.5M (down 5%)
  • Feb 2026 Barton Creek Advisors LLC (Austin, TX): RAUM $81.3M to $94.8M (up 17%)
  • Dec 2025 Hill Country Financial Advisors, Inc. (Austin, TX): disclosure answers changed (Item 11.C)
  • Nov 2025 Lakeline Wealth Partners, LLC (Austin, TX): state added: CO
  • Oct 2025 Mueller Wealth Co, LLC (Austin, TX): DBA added: Mueller Wealth
FirmRAUM as filedAdvisory staffOfficesStatesLast filingChanges (13 mo)
You: Sample Advisory Group LLC
Austin, TX · CRD 298114 · IAPD · sampleadvisorygroup.com
$186.4M
 4 1 3 2026-03-27 2
Lakeline Wealth Partners, LLC your metrowebsite domain
Austin, TX · CRD 172530 · IAPD · lakelinewealth.com
$412.7M
 7 2 5 2026-03-30 4
Hill Country Financial Advisors, Inc. your metrowebsite domain
Austin, TX · CRD 145882 · IAPD · hillcountryfinancial.com
$228.5M
 5 1 2 2026-03-18 2
Barton Creek Advisors LLC your metroname and state
Austin, TX · CRD 301776 · IAPD · bartoncreekadvisors.com
$94.8M
 3 1 1 2026-04-02 1
Mueller Wealth Co, LLC your metrowebsite domain
Austin, TX · CRD 288410 · IAPD · muellerwealth.com
$156.0M
 3 1 2 2026-03-25 1
1 suggested match waiting for your confirmation

Matched by name or DBA rather than website, so their figures stay out of the table until you confirm.

  • Pecan Street Capital Advisors to Pecan Street Capital Advisors, LLC
    San Antonio, TX · matched on name and state · RAUM $118.9M as filed Sep 2026 · IAPD
1 competitor without a Form ADV match

Not every competitor files Form ADV (banks, insurance agents, and broker-only firms do not), and AI assistants sometimes name people rather than firms. Use "Add a competitor by name" to attach a record by hand.

  • Austin Fiduciary Insurance Group (austinfiduciaryinsurance.com)

Figures are as filed on Form ADV Part 1 for the period shown (the SEC posts each month's roster on the first business day; a month with no SEC file repeats the prior month and is marked). Regulatory assets under management are the firm's own reported figure, not verified by the SEC or by us. Owners and office addresses are not shown.

ADV Benchmark

Where your filed figures sit against the peer set of advisors that filed Form ADV in your metro or state with a similar size and client mix. Percentile bands come from the whole peer set; no peer is named. Figures are as filed for the period shown.

As filed, Sep 2026 · 41 peers in Austin-Round Rock-San Marcos, TX
Sample Advisory Group LLC CRD 298114
Peer set: 41 advisors in Austin-Round Rock-San Marcos, TX with $100M to $500M RAUM, serving mostly individuals and families · 100% SEC-registered · Your IAPD record

What the peer set says

  • Your regulatory AUM of $186.4M is at the 44th percentile of the 41 peers; the peer median is $204.0M.
  • RAUM per advisory employee ($46.6M) is above the peer median of $41.2M, a capacity signal rather than a quality one.
  • Your 12-month RAUM change of +11% compares with a peer median of +9%; 44% of peers grew more than 10%.
  • Registered 7 years, longer than 33% of peers (peer median 10 years).
  • Less common among peers, which can be a differentiator: fixed fees (46% of peers file it).
  • Your client types (individuals, high-net-worth individuals, pension and profit-sharing plans) match what most peers report; the niche work happens on your website and brochure.
  • Peer set composition: 100% SEC-registered.
  • 17% of peers report at least one Item 11 disclosure; you report none.

Where you sit

Regulatory AUM
$186.4M 44th percentile
p25 $131.0Mmedian $204.0Mp75 $318.0M
Shaded band: the middle half of 41 peers. Marker: you.
Advisory employees
4 38th percentile
p25 3median 5p75 8
Shaded band: the middle half of 41 peers. Marker: you.
RAUM per advisory employee
$46.6M 61st percentile
p25 $28.4Mmedian $41.2Mp75 $57.9M
Shaded band: the middle half of 41 peers. Marker: you.
RAUM change over 12 months
+11% 58th percentile
p25 +2%median +9%p75 +16%
37 peers with a filing 12 months earlier.
States registered or notice-filed
3 47th percentile
p25 2median 3p75 6
Shaded band: the middle half of 41 peers. Marker: you.
Total employees
6 41st percentile
p25 4median 7p75 11
Shaded band: the middle half of 41 peers. Marker: you.
Years registered
7 yrs 33rd percentile
p25 5 yrsmedian 10 yrsp75 16 yrs
Shaded band: the middle half of 41 peers. Marker: you.
Share of RAUM managed with discretion
97% 52nd percentile
p25 88%median 96%p75 100%
Shaded band: the middle half of 41 peers. Marker: you.

How the peer set operates

Compensation arrangements (Item 5.E)
  • % of AUM98% you
  • fixed fees46% you
  • hourly41%
  • commissions12%
  • performance-based7%
  • subscription5%
  • other3%
Advisory services (Item 5.G)
  • financial planning95% you
  • portfolio management (individuals and small businesses)93% you
  • pension consulting24%
  • selection of other advisers20%
  • educational seminars17%
  • portfolio management (businesses and institutions)12%
  • publications and newsletters7%
  • portfolio management (pooled vehicles)5%
Client types served (Item 5.D)
  • individuals95% you
  • high-net-worth individuals88% you
  • pension and profit-sharing plans34% you
  • charities29%
  • corporations and other businesses22%
  • pooled investment vehicles7%
  • other5%
  • state or municipal entities2%
Disclosures, wrap fees, growth
  • 17% of peers report at least one Item 11 disclosure (you report none)
  • 22% of peers participate in a wrap fee program (you do not)
  • 44% of peers grew RAUM by more than 10% over 12 months

Peer figures are as filed on Form ADV Part 1 for the period shown, aggregated across the whole peer set; no peer is identified. Percentile means the share of peers whose filed value is below yours. Regulatory AUM is each firm's own reported figure, not verified by the SEC or by us, and says nothing about performance or quality.

Niche Gap Finder

Which client niches in your metro have demand and few advisors claiming them. Demand comes from BLS metro employment (professions) and Google search volume (everything else); supply from what advisers state on Form ADV Part 2A brochures and their websites. The opportunity index is an indicator from public data for the period shown, not a ranking of firms, and no competitor is named.

Austin-Round Rock-San Marcos, TX · 187 advisors file here, 84 state a niche · data through 2026-09

Your niches

From your brochure and website: Physicians, Retirees.

Largest gaps in Austin-Round Rock-San Marcos, TX right now: Nurses and healthcare workers, Expats and Americans abroad, Engineers, Real estate investors, Educators.

NicheDemand in your metroAdvisors claiming itOpportunity index
Nurses and healthcare workers
Profession
27,340 employed in the metro
BLS OEWS, May 2025 · Registered Nurses
 0
95.0
Expats and Americans abroad
Identity and values
880 US searches a month; 20 in the metro
Google Ads via DataForSEO, 2026-08-30 · expat financial advisor
 0
55.0
Engineers
Profession
12,410 employed in the metro
BLS OEWS, May 2025 · Engineers, all specialties
 1
40.0
Real estate investors
Asset situation
1,300 US searches a month; 70 in the metro
Google Ads via DataForSEO, 2026-08-30 · financial advisor for real estate investors
 1
37.5
Educators
Profession
9,870 employed in the metro
BLS OEWS, May 2025 · Secondary School Teachers
 1
35.0
Cryptocurrency holders
Asset situation
1,100 US searches a month; 60 in the metro
Google Ads via DataForSEO, 2026-08-30 · crypto financial advisor
 1
35.0
Divorce
Life event
1,900 US searches a month; 90 in the metro
Google Ads via DataForSEO, 2026-08-30 · divorce financial planner
 2
28.3
Pharmacists
Profession
1,980 employed in the metro
BLS OEWS, May 2025 · Pharmacists
 0
20.0
LGBTQ+
Identity and values
480 US searches a month; 20 in the metro
Google Ads via DataForSEO, 2026-08-30 · lgbtq financial advisor
 1
17.5
Attorneys
Profession
5,120 employed in the metro
BLS OEWS, May 2025 · Lawyers
 2
16.7
Inheritance and sudden wealth
Life event
720 US searches a month; 30 in the metro
Google Ads via DataForSEO, 2026-08-30 · inheritance financial advisor
 3
15.0
Tech employees with equity compensation
Profession
21,860 employed in the metro
BLS OEWS, May 2025 · Software Developers
 6
12.9
Physicians you claim this
Profession
5,930 employed in the metro
BLS OEWS, May 2025 · Physicians
 5
10.0
Women
Identity and values
1,600 US searches a month; 60 in the metro
Google Ads via DataForSEO, 2026-08-30 · financial advisor for women
 7
10.0
Concentrated stock positions
Asset situation
590 US searches a month; 40 in the metro
Google Ads via DataForSEO, 2026-08-30 · concentrated stock position advisor
 4
9.0
Faith-based investing
Identity and values
1,000 US searches a month; 50 in the metro
Google Ads via DataForSEO, 2026-08-30 · christian financial advisor
 9
7.0
Retirees you claim this
Life stage
2,900 US searches a month; 140 in the metro
Google Ads via DataForSEO, 2026-08-30 · retirement income planning
 23
3.8
Dentists
Profession
1,410 employed in the metro
BLS OEWS, May 2025 · Dentists, General
 2
3.3
Business owners
Profession
4,400 US searches a month; 210 in the metro
Google Ads via DataForSEO, 2026-08-30 · financial advisor for business owners
 41
2.3
Corporate executives
Profession
2,240 employed in the metro
BLS OEWS, May 2025 · Chief Executives
 19
1.5

Niche opportunity index for a metro = demand percentile within the niche's proxy family (BLS metro employment for professions, national Google search volume for the rest) divided by (1 + advisors in the metro claiming the niche), scaled to 100. Higher means more demand relative to claimed supply. It is an indicator built from public data for the period shown, not a forecast or a ranking of firms.

Niche claims come from Form ADV Part 2A brochures (SEC-registered advisors) and from advisors' own websites where Max has crawled them; an adviser with no tag may still serve the niche.

Keyword Planner (DataForSEO Labs + SERP)

Generate keyword opportunities from DataForSEO Labs and a live SERP snapshot for your target query/location.

Metric guide: Estimated Search Demand = modeled demand signal (higher means more demand, lower means less demand), Difficulty = relative ranking difficulty (lower is easier), Score = blended opportunity score that weighs demand and difficulty (higher is better).

Run Keyword Planner Pass

Keyword Planner Results

Live API run completed.
Movement since last run: Top-5 estimated demand is rising by 28.0 (6.2%). Your target rank improved 3 spots since the last run. More opportunity is emerging for this query set.
#12
Current Rank
↑ 3
fee only financial advisor austin
Top Opportunity
480
Avg Monthly Demand
+6.2%
MEDIUM
Data Quality
Location & data confidence

Keyword Opportunity Map

Search Intent Distribution

What searchers want: Informational = seeking knowledge, Commercial = comparing options, Transactional = ready to act, Navigational = looking for a specific site

Top Keywords by Opportunity

Difficulty Distribution

SERP Breakdown

Google results for "financial advisor austin"
Diagnosis Scorecard

Rank position reality: Page 2 (#12) for the seed query, close enough that on-page work can move it.

Demand opportunity: fee only financial advisor austin carries the strongest demand signal in this set.

Momentum: Second consecutive run with rising top-5 demand.

Confidence & scope: Demand metrics use Austin, TX scope; SERP snapshot uses the same market.

This Week Playbook

Primary action: Rework the homepage title and H1 around fee only financial advisor austin, then request a recrawl.

Backup actions:

  1. Add an FAQ block answering fee structure questions on the services page.
  2. Publish one post targeting roth conversion help, the easiest gap in this set.

Expected impact window: 2-6 weeks

Effort / confidence: MEDIUM / MEDIUM

Done signal: Seed query rank reaches page 1 in the next two runs.

Verify: Re-run in about 7 days and compare trend movement.

Top Keyword Opportunities

Demand scope: Austin, TX
Keyword Estimated Search Demand Difficulty Score Current Position How To Target
fee only financial advisor austin
Commercial
Highest demand in the set and you already sit on page 2, so on-page work can close the gap.
 720 34.0 8.6 12 Homepage
retirement planning austin
Commercial
Strong page 1 foothold worth defending with fresh content.
 590 41.0 7.9 9 Services page
fiduciary advisor texas
Commercial
Statewide query with steady demand and moderate difficulty.
 480 38.0 7.1 18 Services page
401k rollover advisor
Informational
Low difficulty and your rollover guide already indexes for it.
 430 29.0 6.8 24 Blog post
financial planner for physicians
Commercial
Niche audience with light competition in this market.
 260 22.0 6.2 Not in top snapshot Services page
roth conversion help
Informational
Easiest gap in the set; one focused post can rank.
 210 18.0 5.7 27 Blog post
wealth management firm near me
Local
High demand but crowded; supports the local pack more than organic.
 640 55.0 5.1 18 Homepage
estate planning financial advisor
Commercial
Worth holding but not the first priority this quarter.
 320 47.0 4.4 31 Services page

Top SERP Snapshot

SERP scope: Austin, TX
Rank Domain Title
1 smartasset.com Top Financial Advisors in Austin, TX
2 lakelinewealth.com Fee-Only Financial Planning | Lakeline Wealth Partners
3 hillcountryfinancial.com Hill Country Financial | Fiduciary Advisors in Austin
4 nerdwallet.com How to Find a Financial Advisor in Austin
5 bartoncreekadvisors.com Barton Creek Advisors | Wealth Management Austin

Recommended Next Actions

  • Target fee only financial advisor austin with the homepage; you are one content pass from page 1.
  • Publish a roth conversion explainer; lowest difficulty keyword in this set.
  • Add the city name to the wealth management service page title to support the near me query.

Keyword Ideas (AI Planner)

Build a prioritized list of the top 20 keywords to target using website context, GSC queries, and DataForSEO demand/difficulty data.

Generate Keyword Ideas

Keyword Ideas Results

Live API run completed.
Ideas: 8 Top keyword: fee only financial advisor austin Top position: 12 GSC used: Yes Website used: Yes Candidate pool: 142 Page type: all
Candidate pool = raw keyword candidates after quality filtering before final ranking.

Top Keywords To Target

Keyword Est. Demand Difficulty Score Advisor Fit Current Position How To Target Recommended Action
fee only financial advisor austin
Commercial
Highest blended score in the pool and you already index on page 2.
 720 34.0 8.6 9.1 12 Homepage Rework homepage title and H1 around this query.
retirement planning austin
Commercial
Defensible page 1 position with room to reach the top 5.
 590 41.0 7.9 8.8 9 Services page Refresh the retirement planning page with current numbers.
financial planner for physicians
Commercial
Matches the firm's stated specialty with light competition.
 260 22.0 6.2 8.4 Not in top snapshot Services page Create a physicians page under services.
401k rollover advisor
Informational
Your rollover guide already indexes; a refresh can move it.
 430 29.0 6.8 7.9 24 Blog post Update the rollover guide with current contribution limits.
roth conversion help
Informational
Lowest difficulty in the pool; one focused post can rank.
 210 18.0 5.7 7.5 27 Blog post Publish a roth conversion explainer.
fiduciary advisor texas
Commercial
Statewide reach without leaving your licensing footprint.
 480 38.0 7.1 7.2 18 Services page Add a fiduciary standard section to the about page.
wealth management firm near me
Local
Feeds the local pack; supported by your GBP profile.
 640 55.0 5.1 6.8 18 Homepage Name the city in the wealth management page title.
estate planning financial advisor
Commercial
Adjacent service worth holding while bigger gaps close.
 320 47.0 4.4 6.1 31 Services page Add estate planning to the services page copy.

Backlink Intelligence

Track referring-domain growth, anchor-profile risk, and backlink trend movement for your target domain.

Run Backlink Snapshot

Google Search Console Integration

Connect your Google Search Console to get real performance data and personalized recommendations.

Connected as demo@sampleadvisorygroup.com. Data synced through today.
Last background sync completed today at 6:12 AM (14 months of data stored).

Sitemap Status

Current state
Needs review
Submitted
Yes
Indexed / submitted
18 / 22
Last submitted
May 4, 2026
Primary sitemap: https://www.sampleadvisorygroup.com/sitemap.xml (reachable)
4 sitemap URLs return 404. Google cannot index pages that do not exist.
Crawl and index issues
Checked 22 URLs on Aug 17, 2026.
404 404 Not Found. Google cannot index this URL
https://www.sampleadvisorygroup.com/insights/category/RSU+%26+ESPP+Planning
How to fix this
This category archive is in the sitemap but returns 404. Archives with '&' in the name often break after a rename or delete.
  1. Open the URL in a browser and confirm you see a 404 page.
  2. Decide one outcome: restore the page, 301-redirect it to a live URL, or drop it from Google. Do not leave a 404 in the sitemap.
  3. If the site is WordPress, stop sending category and tag archives to Google. Yoast: SEO -> Settings -> Content types -> Taxonomies. For Categories and Tags, turn off 'Show in search results'. Rank Math: Sitemap Settings -> turn off Categories and Tags.
  4. If the topic should still exist, create a page with a hyphenated slug (no '&') and add a 301 from the broken URL to that live page.
  5. Return to AdvisorSEO Max, open Google Search Console, and click Submit sitemap to Google.
  6. When Google shows the sitemap as processed, click Check sitemap pages. This URL should no longer appear as an issue.
If you do not manage the website, send this whole list to your web person and ask them to complete every step.
404 404 Not Found. Google cannot index this URL
https://www.sampleadvisorygroup.com/insights/tag/Family+%26+Life+Planning
How to fix this
This tag archive is listed for Google to crawl but the page does not exist.
  1. Open the URL in a browser and confirm you see a 404 page.
  2. In Yoast or Rank Math, exclude Tags from the sitemap so Google stops being asked to crawl deleted tag archives.
  3. Add a 301 from this tag URL to the closest live topic page (not the homepage unless nothing else fits).
  4. Return to AdvisorSEO Max, open Google Search Console, and click Submit sitemap to Google.
  5. Click Check sitemap pages after Google processes the sitemap.
If you do not manage the website, send this whole list to your web person and ask them to complete every step.
Sitemap inventory
Sitemap URL Status Submitted Indexed Warnings Errors Last submitted Last processed
https://www.sampleadvisorygroup.com/sitemap.xml Processed 22 18 0 0 May 4, 2026 Jul 11, 2026
Sitemap audit trail
Checked sitemap pages on Aug 17, 2026. 2 crawl/index issues found.

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