Planner Lens Autor: Doni S.

LetsMakeAPlan.org buries disclosure information at the bottom of each planner's profile. Most consumers never scroll that far. Planner Lens fixes that.

When you visit a CFP professional's profile, Planner Lens pulls their disclosure history directly from FINRA's public BrokerCheck database and shows it right below the planner's name. No clicking around, no opening new tabs, no hunting through regulatory sites.

What it shows:

Whether the planner has any FINRA BrokerCheck disclosures
A breakdown by type (customer disputes, regulatory actions, employment separations, etc.)
How each disclosure was resolved (settled, denied, pending, final)
Settlement amounts where applicable
A direct link to the full BrokerCheck report


What it does NOT do:

Does not collect any user data
Does not track your browsing
Does not scrape or modify LetsMakeAPlan.org
Does not store anything locally or remotely


All data comes from a single real-time query to FINRA's public BrokerCheck API when you load a profile page. Nothing is cached, nothing is sent anywhere else.

This is an independent project. Not affiliated with the CFP Board, LetsMakeAPlan.org, or FINRA.

Source code: https://github.com/donisewell/planner-lens