Websites for Financial Advisors

Custom Websites for Financial Advisors

Compliance-ready, educational content, lead capture. Advisors with content marketing generate 168% more leads monthly.

Your Compliance Team Would Reject 90% of Agency Websites

You know what happens when a generic web agency builds a financial advisor website. They use words like "guaranteed" and "best returns." They forget the ADV brochure link. They skip the required disclosures. Then your compliance officer flags it, you spend three weeks going back and forth, and the site launches two months late with half the features you wanted.

Financial advisor websites live in a regulatory minefield. SEC and FINRA have specific rules about testimonials, performance claims, and advertising. One wrong sentence can trigger a compliance review. FMG Suite understands this — and charges $418/month plus $3,000+ setup for the privilege.

We build advisor websites that pass compliance review the first time. Proper disclosures, ADV links, no performance guarantees, and testimonial handling that follows the SEC's 2022 marketing rule updates. Plus fee transparency pages, educational content hubs, and Schwab/Fidelity portal integration — at $149/month with zero setup fees.

The Problems We See

FMG Suite charges $418/month and you still don't own it — You're paying $418/month plus $3,000+ in setup fees for a templated site that looks like every other FMG advisor site. If you leave, your content and SEO equity stay with them. At $149/month with zero setup, a 30-day grace period on cancel, and a domain, content, and brand that stay in your name, you'd save $3,228 in the first year alone.

Your generic agency just triggered a compliance review — They wrote "guaranteed returns" in your hero section. They forgot the ADV link. They added client testimonials without the SEC-required disclosures. Now your compliance officer is rewriting the entire site — and your agency doesn't understand why. We build compliant from day one because we've read the rules.

A $500K prospect just chose the advisor with the better website — They Googled "retirement planning [your city]," found two advisors, and visited both sites. Yours had a stock photo and a phone number. The other had a fee transparency page, educational articles on Roth conversions, and a "Schedule a Consultation" button. That $5,000/year in recurring AUM fees is gone.

One New Client Pays for Years of a Bindingstone Subscription

  • New AUM Client ($500K) — $5,000/yr (payback: 14 months)
  • Financial Plan — $2,500 (payback: 7 months)
  • Ongoing Advisory — $8,000/yr (payback: 2+ years)

See a Live Demo

Compass Wealth Advisors (San Diego, CA) is a real site we built using this template.

What’s Included

Every Financial Advisors Job Includes

SEC/FINRA Compliance Built In

ADV Part 2A brochure link in the footer, proper performance disclaimer language, no "guaranteed returns" copy anywhere. Testimonials handled per the SEC's 2022 marketing rule with required disclosures. Passes compliance review the first time.

AUM & Credential Display

CFP, CFA, ChFC, CIMA, and CPWA designations displayed with proper marks. Assets under management figures with required date and methodology disclosures. Your credentials are what differentiate you — display them correctly.

Educational Content Strategy

Retirement planning guides, Roth conversion analysis, tax-loss harvesting explainers, market commentary. The content that demonstrates expertise to prospects and drives organic traffic for "how to" financial searches.

Fee Transparency Page

AUM tiers, flat planning fees, or retainer models explained in plain English with no hidden language. 73% of prospects say fee transparency is a deciding factor — this page builds trust before the first meeting.

Client Onboarding Workflow

New client inquiry form that captures investable assets, planning goals, timeline, and current advisor situation. Prospects self-qualify so your discovery meetings start with context, not cold questions.

Custodian Portal Integration

Prominent Schwab, Fidelity, or Pershing portal access for existing clients. One click to account access — so they stop emailing you every time they want to check their balance.

Retirement & Planning Calculators

Embedded retirement projections, Social Security timing tools, and college savings calculators. Interactive tools that engage prospects and demonstrate the complexity that justifies your fee.

Service Pages Without Jargon

Wealth management, retirement planning, estate coordination, tax optimization — explained in language a business owner understands, not a CFP textbook. Each page targets the searches real prospects make.

Financial Advisor SEO

FinancialService schema markup, advisor-specific keywords, Google Business Profile optimization. Rank for "financial advisor [city]" and "retirement planning near me" — not just your firm name.

Typically ~2 Weeks
$149 /month

flat rate — no setup fees, no contracts

  • Custom design for your trade
  • Mobile responsive
  • Hosting & SSL included
  • SEO optimization
  • Blog with original content
  • Ongoing support
  • No setup fees
  • No contracts
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Ready to Get Started?

We Build, Host, and Run the Website. You Run the Business.