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Home | Terry Allen, CFP® — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
osaic.com ↗	96 match 20 shared linkers · same topic	Empowering Wealth \| Osaic	en	financial-planning Sanity	robotsllmsaihumans	emailphone	none
oncehub.com ↗	70 match 20 shared linkers	Online Appointment Booking Software - Unmatched Free Plan \| OnceHub	en	software-and-applications HubSpot	robotsllmsaihumans	emailphone	none
ca.gov ↗	32 match 20 shared linkers · same topic	California State Portal \| CA.gov	en	government-support-and-welfare	robotsllmsaihumans	emailphone	none
sipc.org ↗	21 match 20 shared linkers	SIPC	en	financial-industry	robotsllmsaihumans	emailphone	none
finra.org ↗	18 match 20 shared linkers	A vibrant market is at its best when it works for everyone \| FINRA.org	en	financial-industry Drupal	robotsllmsaihumans	emailphone	none
letsmakeaplan.org ↗	65 match shared topic	Financial Advisors & Planning Professionals \| CFP - Let's Make a Plan	en	financial-planning	robotsllmsaihumans	emailphone	none
ameripriseadvisors.com ↗	55 match shared topic	Find a financial advisor near me \| Ameriprise Financial	en	financial-planning	robotsllmsaihumans	emailphone	none
adviceworks.net ↗	55 match shared topic	AdviceWorks Client Portal	en	personal-finance	robotsllmsaihumans	emailphone	none
wellsfargoadvisors.com ↗	55 match shared topic	Wells Fargo Advisors: Financial Advisors, Investing, Retirement	en	financial-planning	robotsllmsaihumans	emailphone	none
napfa.org ↗	55 match shared topic	The National Association of Personal Financial Advisors \| NAPFA	en	financial-planning	robotsllmsaihumans	emailphone	none
thrivent.com ↗	55 match shared topic	Better money decisions start with a conversation \| Thrivent	en	financial-planning	robotsllmsaihumans	emailphone	none
simplicitygroup.com ↗	55 match shared topic	Simplicity - The Leading Partner for Advisors, Financial Institutions, & Consumers	en	financial-planning WordPress	robotsllmsaihumans	email phone	none
nefe.org ↗	55 match shared topic	National Endowment for Financial Education \| NEFE	en	personal-finance	robotsllmsaihumans	emailphone	none
kiplinger.com ↗	55 match shared topic	Kiplinger \| Personal Finance News, Investing Advice, Business Forecasts	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
financialtherapyassociation.org ↗	55 match shared topic	Home - Financial Therapy Association	en	personal-finance WordPress WooCommerce	robotsllmsaihumans	emailphone	partial · 3
moneyguidepro.com ↗	55 match shared topic	Envestnet \| MoneyGuide - Financial Planning Software	en	personal-finance	robotsllmsaihumans	emailphone	none
altruist.com ↗	55 match shared topic	Welcome \| Altruist	en	financial-planning WordPress	robots llmsaihumans	emailphone	none
smartasset.com ↗	55 match shared topic	SmartAsset.com \| Empowering You to Make Smart Financial Decisions	en	personal-finance WordPress	robotsllmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.