FinancialService & Wealth Management Schema (JSON-LD)
Professional wealth management structured data for Certified Financial Planners (CFPs), investment advisors, and retirement planners with service catalogs and regulatory disclosures.
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Production JSON-LD Code Block
Embed this structured data block directly into your HTML <head> or framework layout template.
{
"@context": "https://schema.org",
"@type": "FinancialService",
"@id": "https://omniseotools.com/demo/wealth#advisor",
"name": "Pinnacle Wealth Management & Fiduciary Advisors",
"telephone": "+1-415-555-0189",
"url": "https://omniseotools.com/demo/wealth",
"image": "https://omniseotools.com/images/demo/wealth-office.jpg",
"priceRange": "$$",
"areaServed": [
{
"@type": "City",
"name": "San Francisco"
},
{
"@type": "City",
"name": "San Jose"
},
{
"@type": "City",
"name": "Palo Alto"
}
],
"makesOffer": [
{
"@type": "Offer",
"itemOffered": {
"@type": "Service",
"name": "Fiduciary Comprehensive Retirement Portfolio Planning"
}
},
{
"@type": "Offer",
"itemOffered": {
"@type": "Service",
"name": "Executive Stock Option & Equity Compensation Advisory"
}
}
],
"address": {
"@type": "PostalAddress",
"streetAddress": "555 California Street, Suite 3200",
"addressLocality": "San Francisco",
"addressRegion": "CA",
"postalCode": "94104",
"addressCountry": "US"
},
"geo": {
"@type": "GeoCoordinates",
"latitude": 37.7925,
"longitude": -122.4042
},
"openingHoursSpecification": [
{
"@type": "OpeningHoursSpecification",
"dayOfWeek": [
"Monday",
"Tuesday",
"Wednesday",
"Thursday",
"Friday"
],
"opens": "08:30",
"closes": "17:30"
}
]
}Typed Properties Specification (6 Fields)
Key Schema.org properties and sub-objects required to qualify for rich snippet treatment in Google Search.
| Property | Expected Type | Status | Description & Example |
|---|---|---|---|
| priceRange | Text | Required | Expense tier indication ($$). e.g. $$ |
| areaServed | Array<City> | Required | Target wealth advisory metropolitan market areas. e.g. [{ "@type": "City", "name": "San Francisco" }] |
| makesOffer | Array<Offer> | Required | Advisory services (Retirement, Estate Planning, Executive Equity). e.g. [{ "@type": "Offer", ... }] |
| telephone | Text | Required | Advisory intake phone number. e.g. +1-415-555-0189 |
| address | PostalAddress | Required | Financial firm office address. e.g. { "@type": "PostalAddress", ... } |
| geo | GeoCoordinates | Required | GPS coordinates. e.g. { "@type": "GeoCoordinates", ... } |
Google Search Console Pitfalls & Critical Warnings
Avoid these 3 common validation traps, parser errors, and algorithmic policy penalties when deploying FinancialService schema.
Claiming Fiduciary Status Without Compliance Disclosures
Discrepancy between SEC/FINRA filings and marketing copy claims in structured descriptions.
Ensure structured descriptions align strictly with regulatory CRD filings.
Using Generic Organization Instead of FinancialService
Failing to use FinancialService prevents inclusion in Google Finance local advisory directories.
Use '@type': 'FinancialService'.
Missing makesOffer Advisory Services Breakdown
Omitting specialized offerings like estate planning or stock option management.
Enumerate services in makesOffer array.
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