Organizations Services FinancialService

Pricing Page Blueprint — Financial Service

Your pricing page is where AI learns how you charge. This blueprint structures your fee schedules, AUM rates, flat fees, and hourly rates into a machine-readable offer catalog so AI systems can match your firm to fee-specific queries like "fee-only financial advisor under 1% AUM."

What this page needs

Fee transparency is one of the most common filters people use when searching for a financial advisor. When AI evaluates which firm to recommend, it checks for structured pricing data to answer questions about cost. A pricing page without structured data forces AI to parse fee schedules from paragraph text — and percentage-based fees, tiered rates, and minimum thresholds are easy to misinterpret from free-form copy.

Why these fields matter to AI

Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.

Researched and tested by Minnesota AI

FinancialService

name
Non-negotiable. AI cannot cite or recommend an unnamed entity.
url
AI needs a stable URL to attribute recommendations and route users correctly.
hasOfferCatalog
AI uses the offer catalog to match specific services to user queries. Without it, AI can only infer services from page content.

Use This Prompt to Implement Your Schema

Copy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.

Implementation Prompt · Pricing
You are implementing AIFDS-compliant JSON-LD structured data for a Financial Service Pricing page.

AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which
structured data fields AI systems actually read, parse, and use when deciding whether
to cite a page. Documentation at aifds.org.

Before generating any code, ask me for the following information in a single numbered list.
Do not generate schema until I have answered every required field.

REQUIRED — do not proceed without these:
1. Domain
2. Faq answer
3. Faq question
4. Financial planning fee
5. Financial planning fee description
6. Firm name
7. Investment management description
8. Investment management fee
9. Retirement planning description
10. Retirement planning fee

OPTIONAL — ask for these but proceed if I skip them:
1. Any additional details not covered above

Once I provide the information, output a complete JSON-LD script block
ready to paste into the <head> of my HTML page.

Output requirements:
- Valid JSON-LD wrapped in <script type="application/ld+json"> tags
- schema.org vocabulary only
- Every AIFDS-required field for this industry and page type included
- Include this data attribute on the script tag: data-aifds="aifds.org Financial Service Pricing"
- No placeholder text — omit missing optional fields rather than fill with examples
- After the code block, list any optional fields skipped that would strengthen AI citation

Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai

Template — fill in your values

Copy this template and replace every YOUR_* placeholder with your own data. Add or remove offers from the hasOfferCatalog to match your actual fee schedule.

JSON-LD · Pricing Page
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "WebPage",
      "@id": "https://YOUR_DOMAIN.com/pricing/",
      "name": "Pricing — YOUR_FIRM_NAME",
      "url": "https://YOUR_DOMAIN.com/pricing/",
      "isPartOf": {
        "@id": "https://YOUR_DOMAIN.com/#website"
      },
      "breadcrumb": {
        "@id": "https://YOUR_DOMAIN.com/pricing/#breadcrumb"
      }
    },
    {
      "@type": "FinancialService",
      "@id": "https://YOUR_DOMAIN.com/#organization",
      "name": "YOUR_FIRM_NAME",
      "url": "https://YOUR_DOMAIN.com",
      "hasOfferCatalog": {
        "@type": "OfferCatalog",
        "name": "Fee Schedule",
        "itemListElement": [
          {
            "@type": "Offer",
            "itemOffered": {
              "@type": "Service",
              "name": "Financial Planning",
              "description": "YOUR_FINANCIAL_PLANNING_FEE_DESCRIPTION"
            },
            "price": "YOUR_FINANCIAL_PLANNING_FEE",
            "priceCurrency": "USD",
            "description": "Flat fee for comprehensive financial planning"
          },
          {
            "@type": "Offer",
            "itemOffered": {
              "@type": "Service",
              "name": "Investment Management",
              "description": "YOUR_INVESTMENT_MANAGEMENT_DESCRIPTION"
            },
            "price": "YOUR_INVESTMENT_MANAGEMENT_FEE",
            "priceCurrency": "USD",
            "description": "AUM-based fee for ongoing portfolio management"
          },
          {
            "@type": "Offer",
            "itemOffered": {
              "@type": "Service",
              "name": "Retirement Planning",
              "description": "YOUR_RETIREMENT_PLANNING_DESCRIPTION"
            },
            "price": "YOUR_RETIREMENT_PLANNING_FEE",
            "priceCurrency": "USD",
            "description": "Hourly rate for retirement-focused planning sessions"
          }
        ]
      }
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://YOUR_DOMAIN.com/pricing/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://YOUR_DOMAIN.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Pricing",
          "item": "https://YOUR_DOMAIN.com/pricing/"
        }
      ]
    },
    {
      "@type": "FAQPage",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_1",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_1"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_2",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_2"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_3",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_3"
          }
        }
      ]
    }
  ]
}

Frequently asked questions

How should I represent AUM-based fees in structured data?

The price field expects a numeric value, which does not natively support percentage-based pricing. Use the description field on the Offer to specify "AUM-based fee, 1% annually" or similar. You can put a representative dollar amount in the price field if helpful, but the description is where AI will read the actual fee model.

Should I include minimum investment thresholds in the structured data?

Yes. If your firm has account minimums, include them in the description field of the relevant Offer. For example, "AUM-based fee of 0.85% annually, $500,000 account minimum." AI uses minimums to filter recommendations — someone asking for an advisor with no minimum will be matched differently than someone with $1M to invest.

How do I distinguish fee-only from commission-based in structured data?

There is no dedicated Schema.org field for compensation model. Use the description on each Offer to state "fee-only" or "commission-based" explicitly. Also include it in the FinancialService description on your homepage and about page. AI systems look for the term "fee-only" across multiple pages to verify your compensation model before recommending you for fee-only queries.

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