A website for your advisory practice, built around your compliance review
I build sites for independent financial advisors and RIAs, anywhere in the US: clear pages for who you serve and how you work, a structure that leaves room for your approved disclosures, and a review step before anything goes live.
- In business since 2020
- Remote work, anywhere in the US
- I reply within 24 hours
What a weak advisor website costs you
Referrals look you up before they call
A referral checks your site before the first meeting. If it looks dated, is slow on a phone, or doesn't say who you work with, the referral cools off before you ever speak.
It says "financial planning for everyone"
That reads as no one in particular. The clients you want search for their own situation: retirement income, a business sale, equity compensation. The site needs a page for the situations you actually serve.
Every edit is a compliance round trip
So edits wait, and the site goes stale. A site with fixed spots for disclosures and separate pages for each topic makes a change a small review, not a full one.
A site that is easy to review and easy to read
I build the pages and the structure: who you serve, what you do, how you're paid, who's on the team, how to book a meeting, and a footer with room for the disclosures your firm approves. You supply or approve the words. Nothing goes live until you tell me your reviewer has signed off.
After launch the monthly plan keeps it current. Content pieces, such as a page on a client situation or an FAQ, go to you for review before they're published.
How it works
Estimated timeline Usually 2 to 3 weeks once I have your content
That is my build time. Your compliance review comes on top of it, and larger or more custom builds usually take 4 to 8 weeks.
Step 1: Tell me about the practice
Fill in the short form, which takes about a minute. Tell me who you serve, how you want to be described, and who reviews your marketing: a chief compliance officer, an outside consultant or your broker-dealer. I reply within 24 hours.
Day 1
Step 2: Agree how review will work
Your reviewer decides what they need to see: copy in a document, a preview link, or a PDF of each page. I send it in that form.
Week 1
Step 3: I build it on a preview link
Not public, and not indexed by search engines. Pages, design and the spots for your disclosures. If you have a site now, it stays live until the new one is reviewed and ready.
Weeks 1 to 3
Step 4: Your review, my edits
Your reviewer marks it up and I make the changes. Nothing goes live until you say it has been approved.
Depends on your review process
Step 5: Launch and keep it current
I set up Search Console and Analytics and go live. The monthly plan starts, and later changes go through the same review.
Launch, then every month
What an advisor site includes
A page for each client situation
Retirees, business owners, families, whoever you actually serve. Each page speaks to one situation.
Services and how you're paid
Written in your approved wording. I don't write fee or performance claims for you.
Team and credentials
Bios and designations, worded the way your firm approves them.
A footer spot for disclosures
Room for the disclosures your firm approves, and a clear link to Form CRS if you file one.
Meeting booking
A link or embed from the scheduler you already use.
Insights, reviewed before they publish
Monthly content pieces go to you first, so nothing appears on your site that you haven't seen.
What stays with your compliance reviewer
I'm a web designer, not a compliance professional. I can't tell you a site is compliant, and I won't say mine are. What I can tell you is which rules come up on advisor websites, so you know what to hand your reviewer. Rules change, and which ones apply to you depends on how you're registered. Your compliance reviewer has the current versions.
- SEC Marketing Rule (17 CFR 275.206(4)-1). It applies to advertisements by SEC-registered advisers. Its general prohibitions cover untrue statements, material statements of fact you can't substantiate on demand, and anything that would reasonably be likely to create a misleading implication. It sets specific conditions for testimonials and endorsements, third-party ratings and performance. Your reviewer decides which pages count as advertisements. By default I leave out testimonial sections, rating badges and performance figures.
- FINRA Rule 2210. If you're a registered representative of a broker-dealer, the rule requires an appropriately qualified registered principal to approve each retail communication before it's used, and its content standards bar false, exaggerated, unwarranted, promissory or misleading statements. Your firm will have its own approval process. I build to it.
- Form CRS. If you're registered as an investment adviser and have a website, the Form CRS rule (17 CFR 275.204-5) says to post the current Form CRS prominently on it, in a location and format that is easily accessible to retail investors. I give it a clear spot.
- State-registered advisers answer to their state securities regulator. Which rules apply to you is a question for them and your counsel, not me.
What goes on an advisor's site
- Home: who you work with and what you do, in one screen, with a button to book a meeting.
- Who I work with: one page for each client situation you serve.
- Services and how you're paid, in the wording your firm has approved.
- About and team, with credentials as your firm words them.
- Insights: a few useful pages, not a content mill.
- Contact: a short form with a line telling people not to send account numbers or Social Security numbers through it.
Other pages you might want
A site I built
Advisors 360
Website for a financial planning firm. Shown as an example of the design and structure, not as a results story.
What it costs
A solo advisor with a short list of pages usually fits Essential. A firm with several advisors or offices, or one that wants many pages for client situations, fits Growth. If you already have a site with approved wording, moving it off Wix, Squarespace, Webflow or GoDaddy starts at $1,500. A replatform moves your content as-is, so the words stay the same.
Essential
A solo advisor or small practice
From $3,000
New build. Rebuild from $2,500. Then $300/mo.
- 1 location, up to 6 pages
- For example: home, who I work with, services and fees, about, insights, contact
- A footer spot for the disclosures your firm approves
- Meeting booking link or embed
- Google Analytics and Search Console
- A review step before anything goes live
- Monthly: hosting, on-page SEO upkeep, weekly search report, monthly ranking report, a direct line to me, 2 support hours and 1 content piece, sent to you for review before it publishes
Growth
A firm with several advisors or offices, or many client-situation pages
From $6,500
New build. Rebuild from $4,900. Then $400/mo.
- Up to 4 locations, up to 14 pages
- Everything in Essential
- A blog or news section you can edit yourself
- Monthly: everything in Essential, with 2 content pieces instead of 1
Add-ons and extras
- Professional email
- Professional email (Google Workspace) set up with your site. Google bills the per-user fee to you directly, never marked up.
- Billed by Google
New builds and rebuilds include the first 2 months of the monthly plan in the build price. A move off Wix, Squarespace, Webflow or GoDaddy includes the first month. After that the plan is month to month. A content piece is a blog post, a new or expanded service or city page, or an FAQ page, picked from market and trend research so each one is aimed at the customers you want. Every plan is measured and reported every week. Nobody can honestly guarantee a ranking or an AI recommendation.
Questions people ask
Is a site you build compliant?
I can't tell you that. I'm a web designer, not a compliance professional, and final review of your marketing belongs to your chief compliance officer, compliance consultant or broker-dealer principal. I build the structure, the design and the spots for your disclosures. I don't call any site compliant.
Who writes the copy?
You supply or approve it. I can turn what you tell me about your practice into plain page copy, and your reviewer approves every word before launch. Anything about fees, performance, results or being the best comes from you and your reviewer, not from me.
Can I put client testimonials or reviews on the site?
Your reviewer decides. The SEC Marketing Rule sets conditions for testimonials and endorsements by SEC-registered advisers, and I don't add a testimonial section unless your reviewer has approved the exact wording and disclosures.
Can I show performance numbers or a results page?
I don't add any by default. The Marketing Rule has specific conditions for presenting performance, including gross and net figures over set time periods, and that is for you and your reviewer to decide, not a design choice.
Where do Form ADV and Form CRS go?
In a clear spot in the footer and on the pages your reviewer specifies. If you're an SEC-registered adviser with a website, the Form CRS rule says to post the current Form CRS prominently where retail investors can easily get to it. I give it that spot.
I'm with a broker-dealer. How does that change things?
FINRA Rule 2210 requires an appropriately qualified registered principal to approve each retail communication before it is used, so expect your firm to review the site before launch and again for later changes. Ask them what format they need. I'll send it in that format and build the site around their process.
What if my firm has to archive the website?
That is a compliance question for you. Tell me which service you use, if any, and I'll set the site up the way they say they need where that's technically possible.
Will the site help me show up in Google and AI answers?
It gives you a fair chance: clear pages for each client situation, plain structure, and answers to common questions that search engines and AI assistants can read. No one can honestly guarantee a ranking or an AI recommendation, and I won't promise one. Your reviewer decides what claims go on the page, which is the part that matters most for an advisor.
Do you build for advisors outside California?
Yes. The whole job is done remotely, by phone, email and shared preview links. You can be anywhere in the US.
Do you have advisor sites I can look at?
Advisors 360 is a financial planning firm site I built, and it's the one I can link. I show it as an example of design and structure. I don't publish results from it.
How much does it cost?
New builds start at $3,000 on Essential and $6,500 on Growth. Rebuilds of an existing site start at $2,500 and $4,900. The monthly plan is $300 or $400, with the first two months included in a new build or rebuild.
Start here
Takes about a minute. We reply within 24 hours.
A few short questions about what you need, then I get back to you.
Request sent. Thank you.
I'll reply within 24 hours.
What happens next: I read your answers and write back using the contact details you gave. If I need anything else, I'll ask then.