A financial advisor’s site is ready to build once your disclosure wording is final and your reviewer has seen the plan. People shopping for an advisor read slowly and look for three answers: how you are paid, who you usually work with and what happens in the first meeting.
How the launch unfolds
Day 1-2: You send the approved disclosures, fee description and notes about your clients, and we sketch a home page that answers "is this advisor for someone like me" in the first screen.
Week 1: We draft the services, approach and about pages in plain language, adding short explanations wherever terms like fiduciary, rollover or asset allocation appear.
Week 2: Your reviewer reads the full draft, we make every requested edit, and we test the intro form so it asks only for a name, contact details and a preferred time.
Launch: Once each page carries sign-off, the site goes live; a 48-hour launch is possible for eligible projects with content ready.
What to gather before you start
- ✓Fee and compensation description — flat planning fee, a share of assets managed, hourly rates or a mix, in the exact words your firm approves
- ✓Disclosure and registration text — footer language, firm-required statements and links to your public filings, supplied by you and placed word for word rather than paraphrased
- ✓The clients you serve — pre-retirees, young families, business owners or recently widowed spouses, described as real situations so a reader recognizes their own
- ✓Engagement steps — discovery meeting, gathering documents, plan delivery and ongoing reviews, listed in the order a new client experiences them
- ✓Intro scheduling — the calendar or short form you want prospects to use, plus a decision about which details should never be sent online
The first month after launch
Over the first month, keep a short list of what prospects ask on intro calls and turn the repeat questions into a few plain sentences on the approach page. As year-end nears, a brief note that you are scheduling planning reviews ahead of tax season can sit on the home page in wording your reviewer approves. Re-check disclosures whenever your registration details or team change, and keep performance figures off the site entirely.
Mistakes to avoid at launch
- ✓Explaining fees vaguely — prospects assume the worst about how you are paid and book with the advisor who spelled it out
- ✓Asking for balances or income in the contact form — sensitive financial details sit in an inbox, and cautious people close the tab rather than type them
- ✓Quoting past returns or market predictions — the page can conflict with advertising rules
One example of what your site could look like
This is one sample we designed. Yours is built around your business, your photos and your words, and we have more examples if you want to compare directions.
What it costs
Websites are priced one-time by size, plus Website Care at $30/month for hosting, HTTPS, backups, weekly checks and A/B testing. Every package includes a consultation, mobile-friendly design, copy we write for you, a contact form, essential search setup and 10 revision rounds. Monthly SEO is an optional add-on when you are ready for it.
Optional add-ons, billed separately
The prices above are for your website. These two are separate monthly products you can add now or later. Neither is part of the website price.
Monthly SEO, from $50/month: new pages published on your site every month. See Monthly SEO →
Business Spotlight, from $30/month: articles about your business, labeled as paid, published on The Company Chronicle. See Business Spotlight →
How it works
1. Consultation
We learn your services, customers and goals, in English or Spanish.
2. We write and design
We draft the words and build the site around your business.
3. 10 revision rounds
You review and request changes until it is right.
4. Launch and care
We launch, then Website Care keeps it hosted, backed up, checked weekly and A/B tested.
Keep reading
Websites for financial advisors · What a financial advisor website costs · What to send your designer · Plan your website
