Updated October 2026 · Written and maintained by the Progression Agency strategy team
Website design for financial advisors means shaping an advisory firm’s website, from page plan and copy to design and code, so that a prospect can see who the firm serves, check its credentials and how it is paid, and book a first meeting, with every page kept inside the advertising rules the firm answers to. We build for independent advisors, registered investment adviser firms, hybrid advisors, financial planners and wealth management teams, and the result is a site your compliance officer can approve and prospects can act on. Progression Agency is based in New York City and works with clients across the United States and worldwide.
On this page · 19 sections
- What website design for financial advisors includes
- What is the best website design for financial advisors?
- Niche pages: building RIA websites around the clients you serve
- Advisor bios, credentials and disclosure links
- How should an advisor’s website explain fees?
- The first-meeting path: scheduler, intake form and introductory call
- Financial advisor website compliance: the SEC Marketing Rule in the templates
- RIA website compliance inside the CMS: approvals, archiving and footers
- Financial advisor website templates versus a custom build
- Financial advisor website builders and platforms compared
- Financial advisor website examples: patterns that work
- Financial advisor website content: insights, guides and video
- Security, privacy and vendors on an advisory website
- Accessibility, speed and mobile for advisor sites
- AI answers: how prospects ask assistants to find a financial advisor
- How do you choose a financial advisor web design company?
- How much does financial advisor website design cost?
- How we run financial planner website design, step by step
- Related services for advisory firms
The short answerFinancial advisor web design comes down to four things: a niche the visitor recognizes, proof they can check (credentials, Form CRS, public disclosure links, how the firm is paid), a first-meeting path that works on a phone, and a compliance layer built into the templates instead of added at the end. We plan pages by client type and life event, write them with your advisors, route every page through your chief compliance officer’s approval and keep a dated copy of what goes live. Success is measured in booked introductory meetings. On our published list, a brochure site of five to eight pages starts at $9,500, and a ten to sixteen page business site starts at $18,000 and runs 8 to 13 weeks.
This page describes advisory rules as they stood in October 2026; they can change, and it is not legal or compliance advice. Your chief compliance officer or counsel approves all content. Prices are starting figures (“from”) on Progression’s fixed-scope list, and quotes follow a written scope.
What website design for financial advisors includes
It includes the whole site and the rules around it: niche and service pages, advisor bios, fee pages, the booking path, the insights hub, the disclosures and the approval workflow. Marketing strategy, search and AI visibility build on the site and are linked where they belong.
| Workstream | What we do | What the firm receives |
|---|---|---|
| Discovery | Interview the advisors and the compliance officer about clients, services, fees and approval steps | A written scope, page plan and approver list |
| Positioning | Turn the ideal client into niche, life-event and profession pages | A sitemap where every page has one reader |
| Advisor pages | Bios, designations, licenses and disclosure links for each advisor | Profiles a prospect can verify |
| Service and fee pages | Explain planning, investment management and the fee model in plain language | Approved copy you own |
| First-meeting path | Scheduler, short intake form, confirmation and reminder emails | One booking path from any page |
| Compliance layer | Footer disclosures, Form CRS link, review steps and a dated archive of each version | Templates your reviewer can sign off |
| Insights hub | Article, guide and video templates with approval states | A library the team can add to |
| Accessibility and speed | Build to WCAG 2.2 AA and test on real phones | A test record at launch |
| Launch | Redirects, analytics, training and 30 days of support | A site the team can update |
Who we build for
We design a website for financial advisors at every stage: solo advisors leaving a broker-dealer, RIA firms with a handful of advisors, hybrid advisors who hold both registrations, fee-only financial planners and multi-office wealth management firms. The buyer is usually the founder, a managing partner or the operations lead, with the chief compliance officer in the room from the first call.
What sits on other pages
Prospecting campaigns, referral programs and webinars are covered on our financial advisor marketing page, ranking for advisor searches on SEO for financial advisors, and paid and partner programs on lead generation for advisors. This page is the website itself.
Why web design for financial advisors needs its own approach
An advisory firm sells trust in a regulated setting. Most pages that offer the firm’s services count as advertising, prospects check credentials before they call, and the people who decide are often couples making a decision over weeks. A generic business template handles none of that, which is why investment advisor website design starts from the rules and the client, not the theme.
What is the best website design for financial advisors?
The best website design for financial advisors makes one kind of client feel understood, lets them check the firm in a few clicks and books a short first call. Visual polish matters less than clarity about who the firm serves and how it is paid.
- A home page that names the client the firm serves best, above the fold on a phone
- A page for each niche or life event, instead of a single list of services
- Advisor bios with real photos, designations used correctly and links to public disclosure records
- A fee page that says how the firm is paid, the minimum and what is included
- A scheduler or short request form reachable from every page
- Form CRS and required disclosures where your compliance officer wants them, on every template
- An insights section that answers the questions clients ask in meetings
- Accessible design: contrast, keyboard use, labeled forms and captioned video
- Pages fast enough on a phone that nobody waits for a chart to load
A niche the visitor recognizes in five seconds
“Retirement income planning for teachers in Ohio” earns a second look that “comprehensive wealth management” never will. The first screen names the client, the problem and the next step. Firms that serve several kinds of client lead with a choice: “I’m a physician”, “I own a business”, “I’m retiring in the next five years”.
Proof before persuasion
Prospects arrive skeptical. A site that shows the advisor’s face, credentials, registration and fee model before asking for a meeting reads as confident. A site that hides those details behind a contact form reads as the opposite.
One next step on every page
Every page ends with the same invitation to an introductory call, worded for that page’s reader. A retiree page might offer a “retirement income review”; an equity compensation page might offer “a look at your vesting schedule”.
Niche pages: building RIA websites around the clients you serve
RIA websites earn meetings when they are organized around clients, not products. We build a page for each client type, life event or profession the firm serves well, each written for one reader and ending with one invitation.
| Page | Who reads it | What it must answer |
|---|---|---|
| Physicians and dentists | Clinicians who started earning late | Student debt, disability cover, practice ownership, catching up on savings |
| Business owners | Founders and partners | Owner benefits, cash flow, succession and the sale of the business |
| Equity compensation | Employees paid partly in stock | Vesting, exercise timing, taxes and concentrated positions |
| Approaching retirement | People five to ten years out | Income plan, Social Security timing, health cover before Medicare |
| Already retired | Retirees drawing on savings | Withdrawal order, required distributions, legacy |
| Sudden wealth | Heirs and people after a liquidity event | What to do first, what to wait on, taxes |
| Divorce and widowhood | People managing money alone for the first time | A calm first step, the paperwork, a plan |
| Families and trusts | Multigenerational households | Estate coordination, trustees, giving |
How many niche pages does a firm need?
As many as the firm can write about with real knowledge. Two strong pages beat eight thin ones. We start with the client types that make up most of the current book and add pages as the firm’s expertise grows.
Writing in the client’s words
Clients rarely say “decumulation strategy”. They say “how do I turn my savings into a paycheck”. We interview the advisors about the questions clients ask in first meetings and use that language in headings and opening lines.
Wealth management web design for multi-advisor firms
Wealth management websites need structure a solo site can skip: advisor directories, office pages, specialist teams for tax, estate or business clients, and a navigation that lets each audience find its own path. Each office and each advisor gets a page with its own booking link, so prospects meet the right person first.
RIA website design for a newly independent firm
RIA website design for an advisor leaving a broker-dealer has a fixed date to hit: the site has to be live, reviewed and carrying the new registration details on the day the firm goes independent. We build on staging during the transition, prepare the Form CRS and disclosure links in advance and switch the domain over on launch day. Good RIA web design also leaves room for the second and third advisor the firm hopes to hire.
Pages for a firm that serves one niche
When the whole firm serves one profession, the site can go deep: a page for each career stage, a resource library built for that profession and a home page that speaks its language. Deep sites like this tend to earn links from the profession’s own communities.
Advisor bios, credentials and disclosure links
The bio page is often the second page a prospect reads. It should show who the advisor is, what they are qualified to do and where the prospect can verify it, all approved by compliance.
What a credible advisor bio contains
A real photo, the advisor’s role and the clients they work with, designations they actually hold, how long they have advised clients, what they believe about planning in their own words, and a booking link. Personal details such as family or hobbies help, in moderation.
Using the CFP marks correctly
CFP Board sets out rules for using its certification marks: capital letters, no periods, the registered symbol, one of its approved nouns such as “professional” or “certification”, and its legal tagline on websites. CFP Board authorizes the individuals who meet its certification requirements, and the marks stay with those people, so a firm page names which advisors hold them. Other designations follow their own owners’ rules.
Linking public disclosure records
Prospects can look an adviser up on the SEC’s Investment Adviser Public Disclosure site. For firms that are FINRA members, FINRA Rule 2210 requires a readily apparent reference and link to BrokerCheck on the first page meant for retail investors and on any page with a registered person’s profile, so we build that link into the bio template.
Form CRS on the website
SEC Rule 204-5 requires an adviser with a website to post its current Form CRS prominently in a location and format that retail investors can easily reach. We give it a fixed link in the footer and on the fee page, so a new version replaces the old one everywhere at once.
Is your advisory website telling prospects who you serve?Send the site and a short note on your ideal client. A free proposal follows with the pages we would add or rewrite first and a written scope.
How should an advisor’s website explain fees?
Plainly, on its own page, in the words your compliance officer approves. Prospects compare firms on how they are paid, and a fee page that answers the question saves an introductory call spent on it.
| Fee model | How the page presents it | What to watch |
|---|---|---|
| Percentage of assets under management | The schedule or starting rate, the minimum and what the fee covers | Fair and balanced wording; no implied performance |
| Flat annual fee | The fee or range, what is included and how it is billed | State what changes the fee |
| Hourly planning | The rate, typical project lengths and what a client receives | Keep it consistent with Form ADV |
| Retainer or subscription | Monthly or quarterly amount, the service included | Explain how to cancel |
| Commission or hybrid | Which services are paid by commission and which by fee | Conflicts stated as compliance directs |
Say how you are paid, early
A fee page linked from the main navigation and every service page does more for conversion than any headline. If the firm will not publish numbers, it can still explain the model and what drives the fee.
Minimums and who is a good fit
An honest minimum, or a description of the clients the firm is built for, filters out mismatched inquiries before they reach the calendar. It also helps the right prospect feel the firm is meant for them.
Fiduciary and fee-only language
Words such as “fiduciary” and “fee-only” carry specific meanings and are checked against what the firm’s registration and compensation actually are. We write them only where your compliance officer confirms they apply.
The first-meeting path: scheduler, intake form and introductory call
The booking path decides whether a convinced visitor becomes a meeting. It should take under a minute on a phone, ask only what the advisor needs for the first call and land in the calendar the advisor already uses.
Scheduler or request form?
A live scheduler suits advisors who want the calendar to fill itself and can hold open slots. A short request form suits firms that screen every prospect by phone first. Many sites offer both, with the scheduler as the main button and the form as a fallback.
What the intake form should ask
Name, email, phone, a short question about goals and timing, and how they heard of the firm. Never account numbers, Social Security numbers or balances: that information belongs in the firm’s secure onboarding tools, not in a marketing form.
Confirmation, reminders and missed calls
An instant confirmation with the advisor’s photo, the meeting length and a short agenda lowers no-shows. A reminder the day before, with a one-click reschedule link, recovers most of the rest.
Client login and portal links
Existing clients need a clear “Client login” link to the portal, custodian or planning software. We link to those platforms rather than embedding their sign-in forms, so authentication stays with the platform that is responsible for it.
Financial advisor website compliance: the SEC Marketing Rule in the templates
Financial advisor website compliance is mostly a design problem: put the right disclosures and approval steps into the templates so editors cannot publish a page that skips them. What follows is general information; your chief compliance officer or counsel decides how each rule applies to your firm, and we build to that decision.
| Rule | The requirement in brief | Component in the build |
|---|---|---|
| SEC Marketing Rule, general prohibitions | No untrue or unsubstantiated material claims; benefits shown with fair treatment of material risks | Approval step on every page and claim |
| Marketing Rule, testimonials and endorsements | Clear and prominent disclosures: client or not, whether compensated, material conflicts | A review component with disclosure fields |
| Marketing Rule, third-party ratings | Disclose the rating date, the period it covers, who created it and any compensation | A rating block that will not publish without those fields |
| Marketing Rule, performance | Net with any gross figures; 1, 5 and 10 year periods; limits on hypothetical performance | Performance kept off public pages unless compliance approves |
| Rule 204-2 books and records | Keep a copy of each advertisement the adviser disseminates | Dated archive of every published version |
| Rule 204-5, Form CRS | Post the current relationship summary prominently on the website | Footer and fee page link to one file |
| FINRA Rule 2210 | Principal approval of retail communications; BrokerCheck link on member websites | Approval roles and a BrokerCheck link on bios |
| Regulation S-P | Safeguards, incident response and service provider oversight for customer information | Forms and vendors kept away from account data |
| ADA and WCAG 2.2 | Public-facing online services must work for people with disabilities | Templates tested with keyboard and screen reader |
Is an advisor’s website an advertisement?
The Marketing Rule defines an advertisement as a communication to more than one person that offers the adviser’s services with regard to securities, with exclusions such as information in a required filing. Most service, fee and niche pages fit that description, so we treat the whole public site as reviewable and let your compliance officer say otherwise.
Testimonials, reviews and endorsements
Since the rule took effect, registered advisers may show testimonials and endorsements with clear and prominent disclosures and the oversight the rule requires, including a written agreement with anyone paid more than the rule’s de minimis $1,000 over the preceding 12 months. Our review component has a field for each required disclosure and stays unpublished until compliance fills them.
Third-party ratings and awards
A rating or “best advisor” list can appear only with its date, the period it covers, the name of the third party that created it and whether the firm paid anything for it. The award block we build will not publish with any of those fields empty.
Performance and hypothetical returns
Any gross performance must sit beside net performance, portfolio results need 1, 5 and 10 year periods, and hypothetical performance needs policies showing it is relevant to the likely financial situation of its audience. Keeping performance off the public site avoids those conditions; we design for that unless your compliance officer approves a performance page.
Advisors affiliated with a broker-dealer
Where a registered representative of a FINRA member is involved, the site is a retail communication under FINRA Rule 2210: a qualified principal approves it before use, projections of performance are restricted and new members file certain communications in their first year. Hybrid advisors should expect the broker-dealer’s review as well.
State-registered advisers
Many smaller firms register with their state securities regulator rather than the SEC, under the SEC’s registration thresholds, and follow that state’s advertising rules. The templates are the same; the approval checklist changes, and your compliance officer names which rules apply.
RIA website compliance inside the CMS: approvals, archiving and footers
RIA website compliance works best when the content system enforces it. Editors draft, reviewers approve, and every published version is saved with its date, so the firm can show what a prospect saw on any day.
Roles and approval steps
We set up roles for writers, reviewers and publishers, with the chief compliance officer, or the broker-dealer’s principal where one applies, as the only person who can publish. Drafts can be shared for review without going live.
Archiving every version
Rule 204-2 requires an adviser to keep a copy of each advertisement it disseminates, and the rule’s electronic records provisions ask for copies that can be indexed and retrieved. We keep a dated copy of each published page and can connect the site to an archiving service your firm already uses.
Footer disclosures that travel with every page
Registration status, the Form CRS and Form ADV links, a privacy notice link and any disclosure your compliance officer requires live in a shared footer, so one approved edit updates the whole site.
Social posts, newsletters and the website
Content that starts on the site often ends up in newsletters and on social media. We tag each article with its approval date so the same reviewed version is what gets shared, and our email marketing work follows the same rule.
Financial advisor website templates versus a custom build
Financial advisor website templates get a firm online fast; a custom build gives a firm with a niche a site that sounds like it and ranks for it. A semi-custom build is the middle road: an advisor page layout we have refined, dressed in your brand and written in your voice.
| Route | What the firm gets | Suits | The catch |
|---|---|---|---|
| Specialist advisor website builder | Templates, prewritten articles and a subscription | New solo advisors who need a site this month | Sites look alike; content is shared with other firms |
| General builder template | A Squarespace or Wix layout with your text | Very small firms with simple needs | No compliance workflow; limited structure |
| Semi-custom on WordPress | Our refined advisor layout, in your design and your words | Most solo and small RIA firms | Less layout variety |
| Custom design and build | Every template drawn around your niches, advisors and sign-off steps | Multi-advisor firms and firms with a sharp niche | More weeks and a larger budget |
| Restyle in place | Fresh type, color and imagery over the existing page structure | Advisor sites that still book meetings but look tired | The old structure’s limits stay |
When is a financial advisor website template enough?
A financial advisor website template works for a new advisor with a broad audience, a tight budget and a compliance officer who is comfortable with the vendor’s prewritten content, and the same goes for a financial planner website template bought from a theme store. Replace it once the firm knows its niche and wants pages that say so.
What to check in any investment advisor website template
Before choosing an investment advisor website template, check that you can edit the footer disclosures, add a Form CRS link, keep dated copies of pages, export your content, and move the domain. Shared article libraries are convenient, but identical text on many advisor sites does little for search.
Leaving a builder without losing what works
We list every page that ranks or has links, map each one to its new address with a permanent redirect, and rewrite shared library articles into the firm’s own. Our guide to traffic drops after a redesign covers what goes wrong when that step is skipped.
Moving off an advisor website builder?Tell us the builder, the page count and your launch window. We reply with a free proposal covering the redirect map, the compliance approval steps and the dates.
Financial advisor website builders and platforms compared
Choose the platform your team can edit and your compliance officer can control. WordPress is our default because the firm owns it outright; builders are fine for simple sites; custom code makes sense only for unusual tools.
| Platform | Ownership | Approval workflow | Fits |
|---|---|---|---|
| WordPress | Fully owned and portable | Roles, revisions and approval plugins | Most advisory firms |
| Webflow | Hosted; content exportable | Roles on paid plans | Design-led firms with a small page count |
| Squarespace or Wix | Hosted by the builder | Basic contributor roles | Very small sites edited in-house |
| Specialist advisor builders | Subscription; check the export terms | Often built in, sometimes with archiving | New advisors who want templates and content |
| Custom or headless | Owned; needs a developer | Built to order | Firms with calculators, portals or unusual integrations |
What we build on
WordPress by default, with an approval workflow and a revision history the compliance officer can read. Webflow or another platform when it genuinely suits the firm. Never a system the firm cannot leave. Our comparisons of Webflow and WordPress and Squarespace and WordPress go further.
What is the best website builder for financial advisors?
The one that lets your compliance officer control disclosures and approvals, keeps dated copies of pages and lets you export everything when you leave. Specialist advisor builders launch fastest, WordPress gives the most control, and general builders suit very small sites edited in-house. Ask every vendor for its export terms in writing.
Integrations an advisor site often needs
A scheduling tool, the firm’s CRM, an email platform, a client portal link and sometimes a planning or risk questionnaire. We connect them through their published integrations and keep client data inside the systems built to hold it.
Financial advisor website examples: patterns that work
The best financial advisor websites share patterns more than styles. These are patterns we build from, described without naming firms, because what works for another firm’s clients may not suit yours.
The niche-first home page
The headline names the client and the problem, a short paragraph says how the firm helps, and the button offers a specific first conversation. Everything else on the page supports that one offer.
The planner who leads with process
Financial planning website design at its best shows the planning process as numbered steps, with what the client receives at each, answers “what will working with you look like” before it is asked.
The multi-advisor wealth firm
A directory of advisors filtered by specialty and office, each with a bio and booking link, plus team pages for tax, estate and business owner work. The firm’s brand stays consistent while each advisor stays findable.
The retirement income specialist
Plain-language pages on income, Social Security timing and health cover before Medicare, a checklist download and a recurring workshop page. The site speaks to people a few years from retirement and to their spouses.
The equity compensation specialist
Pages on vesting, exercise decisions and concentrated stock, written for employees of a few local employers or one industry, with a meeting offer timed around vesting dates.
Our personal website design work covers the related case of an advisor who also speaks or writes and wants a financial advisor personal website under their own name.
Financial advisor website content: insights, guides and video
Financial advisor website content is what keeps prospects reading and gives search engines and AI assistants something to cite. Each piece answers one client question in the firm’s voice, goes through review and carries its approval date.
Articles that answer client questions
We turn the questions advisors hear in first meetings into articles: when to claim Social Security, what to do with an inheritance, how to think about a job offer with stock. Each links to the niche page it supports and ends with a meeting offer.
Why trust signals matter more here
Google says its systems give even more weight to content with strong experience, expertise, authoritativeness and trust on topics that could affect a person’s financial stability, which it calls Your Money or Your Life topics. Named authors, real credentials and review dates are how an advisor site shows those qualities.
Gated guides and the email list
A retirement checklist or a guide for new business owners, offered in exchange for an email address, builds a list the firm can nurture with approved newsletters. Gated content should still be reviewed like any other advertisement.
Video and webinars
Short videos of the advisor explaining a topic build familiarity faster than text. Every video gets captions and a transcript, which help accessibility, search and review all at once. Our content marketing team can keep the library growing after launch.
Security, privacy and vendors on an advisory website
A marketing website should hold as little client information as possible. We keep account data out of forms, choose vendors that can support the firm’s safeguards, and put the domain and hosting in the firm’s name.
Regulation S-P and the vendors behind the site
The SEC’s 2024 amendments to Regulation S-P added an incident response program and notice to affected individuals within 30 days. Firms’ policies must also require service providers to report a breach within 72 hours. Compliance dates passed on December 3, 2025 for larger firms and June 3, 2026 for smaller ones, so expect vendor questions.
Forms that never ask for account data
Contact and booking forms collect only what a first call needs. Anything more sensitive moves through the firm’s secure onboarding and document tools, which are built and contracted for that purpose.
Domain, hosting and ownership
Financial advisor website hosting, like the domain, CMS, content, design files and analytics, sits in the firm’s name. Your IT or security lead gets administrator access on day one, and we document every account the site depends on.
Accessibility, speed and mobile for advisor sites
Prospects include older clients, people with disabilities and busy professionals on phones. Every template we build meets WCAG 2.2 level AA, and the pages are held to speed numbers written into the contract.
What the accessibility standard asks for
Under the Justice Department’s web accessibility guidance, a business open to the public is expected to make what it offers online usable by people with disabilities; low-contrast text and unlabeled form fields are among the barriers it names. For body copy, WCAG 2.2 asks for contrast of 4.5:1 or more, relaxed to 3:1 for large headings. Sites already live can be fixed through our ADA compliant website design service.
Performance numbers in the contract
Google’s Core Web Vitals call a page good when, for three visits in four, the largest element paints within 2.5 seconds, the page responds to input within 200 milliseconds and layout shift stays at 0.1 or under. Embedded schedulers and video are what usually slow advisor sites down, so they load only when a visitor asks for them.
Readable charts and calculators
Charts that explain an idea need text alternatives and a plain summary, and any calculator needs labeled inputs, keyboard support and approved assumptions shown beside the result.
AI answers: how prospects ask assistants to find a financial advisor
A growing share of prospects put their first question to an AI assistant instead of a search box: ChatGPT, Claude, Perplexity, Gemini, Copilot or Google’s AI Overviews. They ask it to recommend an advisor, compare fee models or define a fiduciary, and it replies using pages it is able to read and judges trustworthy.
Prompts prospects type
Common examples: “fee-only financial planner near me for a physician”, “how much does a financial advisor charge”, “what should I ask a financial advisor before hiring” and “advisor who specializes in stock options”. Each pulls firm pages, directories, public disclosure records and explanatory articles.
What gets an advisory firm named
Clear niche pages, a fee page with real information, advisor bios with verifiable credentials and articles that answer one question each. Google states that AI Overviews have no additional requirements beyond the usual: an indexed page that is eligible to show a snippet. Good site structure is therefore the groundwork.
Going further with AI search
Ongoing AI visibility work sits in our AEO for financial advisors program, and our wider AEO for financial services page covers wealth managers alongside banks and insurers.
How do you choose a financial advisor web design company?
A good partner wants to hear about your ideal client, your fee model and who signs off your marketing before any mockup appears, and registers the domain, hosting and content to your firm.
| What you need | Ask this |
|---|---|
| Knowledge of advisory clients | How would you write our home page for the client type we serve best? |
| Compliance built into templates | How does your CMS control disclosures, testimonials and ratings? |
| A retrievable archive | Where are dated copies of each published version kept, and how do we pull one? |
| A stated accessibility level | Which WCAG version and level do you build to, and who tests it? |
| Client data kept out of forms | What does the intake form collect, and which vendors process it? |
| Everything in the firm’s name | Will the domain, hosting, CMS, content and design files be registered to us? |
| Results you can see | How will booked meetings be tracked by page and by source? |
Four first-call questions
Who drafts our niche pages, and who interviews the advisors? How many compliance rounds are priced in? How will our current search positions survive the switch? Who updates the site the day Form CRS changes?
Warning signs in a proposal
Be wary of anyone who volunteers to write performance claims, guarantees rankings, registers the domain to itself or hands compliance back to you after launch. Every one of those is cheaper to avoid than to unwind.
Distance is not a factor
Our team sits in New York City and works with advisory firms nationwide. Advisor interviews happen over video, compliance reviews on a password-protected staging copy, and a photographer near your office shoots to our brief.
Launching a new RIA or breaking away from a broker-dealer?Share your niche, your registration status and when you go independent. You get a free proposal for a site ready on day one.
How much does financial advisor website design cost?
For most advisory firms the answer sits between $9,500, our starting price for five to eight pages, and $18,000, where a ten to sixteen page site begins. Larger firms with 30 to 60 pages and a content program start at $36,000. Every quote follows a written scope.
| What you are buying | Starting price | How long | Typical advisory use |
|---|---|---|---|
| One landing page | From $1,400 | One to two weeks | A financial advisor landing page for a workshop or niche campaign |
| Refresh of the current design | From $4,800 | Three to five weeks | An advisor site that books meetings but looks tired |
| Accessibility fixes to WCAG 2.2 AA | From $4,000 | Three to six weeks | A live site that fails contrast, labels or keyboard checks |
| Brochure site of 5 to 8 pages | From $9,500 | Six to eight weeks | A solo advisor or a newly independent RIA |
| Business site of 10 to 16 pages | From $18,000 | Eight to thirteen weeks | Niche pages, advisor bios, a fee page and insights |
| Two-language site of 12 to 20 pages | From $26,000 | Twelve to eighteen weeks | Firms advising clients in English and a second language |
| Site with a content program, 30 to 60 pages | From $36,000 | Fourteen to twenty weeks | Multi-advisor firms with many niches and offices |
What moves the price
The number of advisors and offices, how many niche pages need writing, review rounds, integrations, a second language and whether we arrange a photo shoot.
Ongoing costs
Expect three ongoing lines: hosting registered to the firm, upkeep of $50 to $250 a month for a small site under our website maintenance plan, and subscriptions for the scheduler, CRM or archive, billed by those vendors. For the broader market, read our website cost guide.
How we run financial planner website design, step by step
Financial planner website design follows five phases, for solo planners and wealth firms alike, and review rounds with compliance decide the speed more than design does. Budget 8 to 13 weeks for a site of ten to sixteen pages.
| Stage | Work done | Delivered to the firm | Checkpoint |
|---|---|---|---|
| Discovery | Niche, services, fees, tools and approvers mapped | Written scope and page plan | Scope and approver list agreed |
| Content | Interviews with each advisor and the compliance officer | Draft niche, bio, fee and service pages | First compliance review |
| Design | Page templates drawn for phones before desktops | Design files plus a prototype you can click through | Color contrast and type sizes tested |
| Build | Pages, scheduler, forms, footer disclosures and archive | A staging site to review | Disclosure fields and form data |
| Launch | Redirects, analytics, speed and accessibility testing | The live site, a recorded training session and test results | Compliance approval and an archived first version |
Website design for financial planners: the process page
Financial planner websites lean on one page more than any other: the planning process. Numbered steps, what the client receives at each, how long it takes and what it costs turn an abstract service into something a prospect can picture buying.
What we need from the firm
An hour with each advisor, time with the compliance officer for each review round, logins for current tools, photos or a shoot date, and a single person with final sign-off.
After launch
Support continues for 30 days, we confirm meeting tracking, and we review the first month’s bookings together. Search work can continue with our financial advisor SEO team, and form and page testing with our conversion rate optimization team.
Related services for advisory firms
Once the site is live, these services extend what it can do for an advisory firm.
- Financial advisor marketing programs
- SEO for financial advisors and RIAs
- AEO for financial advisors
- Lead generation for financial advisors
- Financial services SEO
- AEO for financial services firms
- Asset management marketing
- Websites for accounting firms
- Bank website design
- Mortgage marketing
- Bank marketing agency
- Fintech marketing agency
- Website design and development
- Website redesign services
- ADA compliant website design
- WordPress development
- Landing page design
- Multilingual website design
- Email marketing service
- Content marketing agency
- CRM consulting
- Local SEO services
- Google Business Profile optimization
- Booking website design
- Mortgage website design
Plan your advisory firm’s website with us
Tell us who you serve, how you are paid and who approves your marketing. A free proposal with a written scope comes back from us.
Getting found in search
AI, AEO and what is changing
Paid media and lead generation
Websites and design
Choosing and working with an agency
Software and app development
Website design by industry and type
Web development, platforms and hosting
Social, content and brand
By industry and by situation
Frequently asked questions
What does website design for financial advisors cost with Progression?
How many weeks should an advisory firm allow for a new website?
Does the SEC treat a financial advisor’s website as advertising?
Can RIA websites show client testimonials and online reviews?
Can an advisor’s website mention awards or rankings?
Should a financial advisor website show investment performance?
Where does Form CRS go on an advisory firm’s website?
Do advisor websites need a BrokerCheck link?
Is a financial advisor website template good enough for a new RIA?
Which pages belong on a financial planner’s website?
How do we keep records of our website for compliance?
Who approves the content on an advisory firm’s website?
Can existing clients log in to their accounts from our website?
What should a booking form on an advisor website ask for?
How should a financial advisor website describe fees?
Who owns an advisory firm’s website after the build?
Will moving off an advisor website builder hurt our search rankings?
Which numbers show an advisory website is earning its keep?
Can one website serve several advisors and offices?
How does a financial advisor website get mentioned by ChatGPT or Google AI Overviews?
Must an advisory firm’s website meet accessibility standards?
Can Progression build an advisor website for a firm outside New York?
Is your advisory website telling prospects who you serve?Send the site and a short note on your ideal client. A free proposal follows with the pages we would add or rewrite first and a written scope.
Get a free marketing proposal
Tell us what you are trying to grow and we will come back with a plan, not a pitch deck. Same-day reply on weekdays.