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Websites for financial advisors

Financial advisor websites that book the first meeting

Websites for financial advisors, wealth managers, RIAs and planners that earn the introductory meeting without a single return on the page: a planning process people can follow, Form CRS and BrokerCheck where regulators expect them, testimonials with their disclosures attached, and a client portal that keeps statements out of email.

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Published by Zubair Afzal, responsible editorUpdated

The short answer

What should a financial advisor website include?

A financial advisor website should explain who you serve and how your planning process and fees work, then make booking an introductory meeting easy. It should link Form CRS and BrokerCheck where they apply, show credentials the way their issuers allow, and leave out returns, projections and testimonials unless your compliance team has approved each one with its required disclosures.

Price
$1,500 upfront, or $150/month × 12
Ownership
Yours after 12 payments
Hosting and care
$29 or $49/month
Build time
About 4 weeks for a local site

Our designs

Our website and app designs for financial advisors

Ready-to-launch concept designs for fictional businesses: pick one and make it yours. 7 websites and 1 app, each opening on a desktop and a phone, with your brand, content and photos going in. All apps and software

8 of 8 examples shown

Pay monthly, own it

High-converting websites from $150/month

Pick a design, add your brand, content and photos, and launch. Yours after 12 payments, with SEO built in from day one.

Pick my design
Local website
$150/monthUp to 25 pages · yours after 12 payments, or $1,500 upfront
Growth website
$400/monthUp to 100 pages · yours after 12 payments, or $4,000 upfront

Built in

What every financial advisor website includes

  • Form CRS and Form ADV one click from the home page

    A clearly labelled link to your current relationship summary and brochure in the header area, not a footer, with the date of the version on file so an update is easy to spot.

  • BrokerCheck and IAPD links where they belong

    For broker-dealer reps and dual registrants, the BrokerCheck reference sits on the home page and on every advisor profile in readable type, as FINRA’s guidance describes.

  • Testimonials with their disclosures attached

    A testimonial block that will not publish a quote unless the client status, compensation and conflict fields are filled in, so the disclosure always travels with the words.

  • A planning process people can follow

    Each meeting in your process gets a step, a purpose and an output, which answers the question prospects rarely ask out loud: what will I actually get for the fee?

  • Calculators that show their assumptions

    Retirement and savings tools print every assumption on the result and label it an illustration, with a booking link in place of a predicted number.

  • A client vault in front of the custodian

    Encrypted document storage, e-signature and meeting booking, with balances left to the custodian’s own statements so nothing on your site can drift from the record.

How clients search

The searches and pages a financial advisor website needs

People rarely look for an advisor on a whim. The search follows a moment: a parent’s death, the sale of a business, a pension decision, a first large bonus. They type the need and a place (“fee-only financial planner in Calgary”), ask an AI assistant what fiduciary or flat-fee means, then check names on BrokerCheck or IAPD, read reviews and study the team page on a laptop before booking. Referrals get checked the same way, so the site has to confirm what the friend said.

  • “fee-only financial planner near me”
  • “financial advisor for retirement planning”
  • “how much does a financial advisor charge”
  • “fiduciary financial advisor”
  • “financial planner for doctors”
  • “flat fee financial planner”
  • “difference between a financial planner and a financial advisor”
  • “financial advisor for small business owners”
  1. 01

    Who you serve

    A page for each client type you actually serve, such as business owners, retirees, physicians or newcomers, written in their vocabulary. It answers the niche searches and lets a prospect recognise their own situation before the first call.

  2. 02

    Fees and how you are paid

    Flat fee, percentage of assets, hourly or commission, explained with what is and is not included. Prospects want this early, and the wording has to agree with what Form ADV, Form CRS or your dealer’s relationship disclosure says.

  3. 03

    The planning process

    Each meeting in order, what it produces and what the client brings to it. A process page turns an abstract service into something a prospect can picture, and gives assistants a clear description of how you work to quote.

  4. 04

    Advisor profiles

    Credentials, registrations and languages for each advisor, the BrokerCheck or IAPD link where it applies, and protected titles only beside the credential that allows them. Profiles answer the name searches that follow every referral and seminar.

  5. 05

    Disclosures in one place

    Form CRS, Form ADV Part 2, privacy notice and conflicts in one labelled page for US firms, or dealer details and relationship disclosure for Canadian advisors. Easy for prospects to find, and simple to update the day a filing changes.

  6. 06

    Guides that answer real questions

    Plain-language articles on what clients ask before hiring, such as pension options, RRSP or TFSA, Roth conversions and what fiduciary means. Each is reviewed by compliance and dated, so it stays accurate and is safe to cite.

  7. 07

    Book an introduction

    A short booking page that states the call length, what to have ready and a reminder not to send account numbers. Many visitors arrive ready to talk, and an obvious first step does more than another paragraph of philosophy.

SEO, AEO and GEO

How financial advisors get found in Google and in AI answers

  • A Google Business Profile that matches the registration

    Choose the closest category Google offers, such as Financial planner or Financial consultant, use the firm name exactly as registered, and keep the address and phone identical across the site and directories. Office photos and accurate hours help more than a keyword-heavy description.

  • Local Services Ads where Google runs them

    In many US areas Google offers Local Services Ads for financial planning, with its own screening and a Google Verified badge. Google alone decides eligibility and the badge; the site’s part is to match the profile’s name, services and disclosures.

  • Answers AI assistants can quote

    AI Overviews, ChatGPT and Perplexity lift short, direct answers. Each guide opens with a two-sentence answer, names the country or province it applies to, and shows the reviewer and review date, which matters on money topics where expertise and trust are weighed heavily.

  • Structured data that fits an advisory firm

    FinancialService markup for the firm, Person markup with credentials for each advisor and sameAs links to their BrokerCheck or IAPD record. No self-awarded review stars, and no performance figure anywhere in the markup.

Compliance

The rules for financial advisors, handled in the design

Advisor marketing answers to the SEC, FINRA and state regulators in the US, and to CIRO and provincial regulators in Canada. These are the rules that shape testimonials, performance, titles and required documents on an advisor site, and what each design does about them.

Sources gathered October 6, 2026. This is how our designs handle these rules, not legal advice: rules change and differ by province and state, so your chief compliance officer or dealer compliance team has the final word, and you approve every page before it goes live.

  • US · SEC Marketing Rule 206(4)-1

    Testimonials and endorsements with their disclosures

    The Marketing Rule allows testimonials and endorsements when the advert clearly and prominently says whether the person is a client, whether they were paid and any material conflict, and the adviser oversees compliance; some ineligible persons are barred. The designs print those facts on the same line as each quote.

    SEC — Investment adviser marketing: small entity compliance guide

  • US · SEC Marketing Rule 206(4)-1

    Performance only with net figures and set periods

    Where an adviser advertises performance, the rule asks for net beside gross, one-, five- and ten-year periods, and limits hypothetical and extracted performance; the staff FAQ, updated in March 2025, adds detail. An interactive planning tool falls outside “hypothetical performance” only if it explains its method, assumptions and limits and says results may vary. None of the designs shows performance.

    SEC — Marketing compliance frequently asked questions

  • US · SEC Form CRS

    The relationship summary posted prominently

    SEC-registered advisers and broker-dealers with retail investors must post their current Form CRS prominently on their public website, in a place retail investors can easily find. Each US design links it from the header and the footer.

    SEC — Form CRS and instructions

  • US · FINRA Rule 2210

    BrokerCheck, fair balance and no projections

    For FINRA member firms, Rule 2210 asks that communications be fair and balanced, bars projections of investment performance in retail communications (a 2024 amendment allows them only in institutional and qualified-purchaser material), requires principal approval of retail communications, and in 2210(d)(8) asks for a readily apparent BrokerCheck reference and link on the home page and on rep profiles. The designs reserve that space.

    FINRA — BrokerCheck reference and link requirements in Rule 2210

  • Canada · CIRO

    Advertising reviewed under the dealer’s policies

    CIRO, formed in 2023 from IIROC and the MFDA, sets standards for advertising and sales communications in its Investment Dealer and Partially Consolidated Rules (the 3600 series) and its Mutual Fund Dealer Rules, which it is consolidating, and expects each dealer to review them. Canadian versions name the dealer and its CIRO membership and pass the dealer’s review first.

    CIRO — Review of advertisements, sales literature and correspondence

  • Ontario · FSRA

    “Financial Planner” and “Financial Advisor” are protected titles

    In Ontario only people holding a credential from an FSRA-approved body may use these titles. New Brunswick’s regime took effect on 1 January 2026 with transition periods, Saskatchewan’s Act still awaits its regulations, and Quebec reserves “financial planner” for AMF certificate holders. Profiles show the title only beside the credential that permits it.

    FSRA — Financial Professionals Title Protection Rule

  • US · CFP Board

    Using the CFP® marks correctly

    CFP Board’s guide asks that the marks be used in capitals with the ® symbol, only in connection with certified individuals, and never in a domain name or email address. Profiles show the mark after a certified person’s name and nowhere else.

    CFP Board — How to use the CFP® marks

Everything for financial advisors

Websites, apps, branding and SEO for financial advisors

  • Websites

    Financial advisors websites built on the designs above, fast and set up for search.

    From $150/month

  • Apps

    Advisory clients log in rarely but at important moments: tax season, a death in the family, a plan review. An app earns its place by making those moments simple.

    Quoted per project

    Apps for financial advisors

  • Branding

    An advisory brand sells patience and judgement. It has to feel established without borrowing a bank’s look, and leave room for the disclosures that follow it everywhere.

    Quoted per project

    Branding for financial advisors

  • SEO and leads

    Ongoing SEO that checks your site every week and fixes what is safe to fix, for more introductory meetings and new households.

    From $149/month

    SEO plans and prices

Pricing

What a financial advisor website costs

The price of a financial advisor website is the same as any website we build: pay upfront and save, or spread it over 12 months.

  • Local website

    $150/month × 12

    or $1,500 upfront. Yours after the 12th payment.

    • Up to 25 pages
    • Any design on this page
    • Technical SEO at launch
    • Hosting and care $29/month

  • Growth website

    $400/month × 12

    or $4,000 upfront. Yours after the 12th payment.

    • Up to about 100 pages
    • Teams, offices and more integrations
    • Planned with an advisor
    • Hosting and care $49/month

  • SEO plans

    $149/month

    Local $149 · Growth $399

    • Checks your site every week and fixes what is safe to fix
    • New pages every month
    • 7-day trial

Prices in US dollars. How payments, hosting and ownership work.

How it works

How your financial advisor website goes live

  1. 01

    Pick a design

    Choose one, or ask for something new. Tell us who you serve, how you charge and where you are registered.

  2. 02

    Send your details

    Logo, team photos, CRD or licence numbers, Form CRS and ADV links, credentials and any approved testimonials.

  3. 03

    Review before launch

    Your CCO or dealer compliance reviews every page, disclosure and calculator assumption before it goes live.

  4. 04

    Launch and grow

    We archive each approved version, go live, and add niche and city pages that bring in introductions.

Pick my design

See your website before you pay for it

Choose a design and tell us about your business. An advisor emails you to plan a preview with your name, your colours and your details, and the price options. Nothing is charged until you decide.

  1. 1An advisor replies by email
  2. 2We plan your preview and scope
  3. 3You decide, with every price in writing
Example to start from (required)

Type it the way you usually would. Outside Canada, the US, the UK, Australia or the UAE? Start with + and your country code.

What do you need? (optional, choose any)
Size of site (optional)
Add more detail (optional)

We use the details you give us only to reply to you and, if we work together, to run the project. We never sell your details or pass them to anyone else for their marketing. Read the privacy policy.

Questions

Financial advisors: common questions

How much does a financial advisor website cost?
A financial advisor website of up to 25 pages is $1,500 paid upfront, or $150 a month for 12 months, and it is yours after the 12th payment. A larger site of up to about 100 pages is $4,000, or $400 a month. Hosting and care is $29 or $49 a month. Prices are in US dollars.
Can a financial advisor website show client testimonials?
In the US, yes, since the SEC Marketing Rule’s compliance date in November 2022, if each testimonial clearly states whether the person is a client, whether they were paid and any material conflict, and your firm oversees it. The testimonial block will not publish a quote until those three facts are filled in, and your compliance team approves the wording.Broker-dealer reps follow FINRA’s rules as well, and Canadian advisors follow their dealer’s policies, so the final word sits with your compliance team.
Should my advisor website show investment performance?
Most advisor sites are better without it. Showing performance brings in the Marketing Rule’s conditions: net results beside gross, one-, five- and ten-year periods, and tight limits on hypothetical figures. Every design here works with no performance at all, and wins the meeting by explaining your process, fees and the people involved.
Where does Form CRS go on an advisor’s website?
SEC-registered advisers and broker-dealers that serve retail investors must post their current Form CRS prominently on their public website. The designs link it from the header and the footer with a plain label, beside Form ADV Part 2 and, for FINRA members, the BrokerCheck reference that Rule 2210 asks for on the home page.
Can I call myself a financial planner on my website in Ontario?
Only if you hold a credential FSRA has approved for that title, such as CFP or QAFP certification from FP Canada. “Financial Advisor” has its own approved list, which includes CIRO registration as a dealing representative. Profiles show the title beside the credential that permits it, and a neutral description such as “advisor representative” for anyone without one.
How do financial advisors get new clients from their website?
Mostly by converting people who already look them up. Referrals, seminar guests and centres of influence search the advisor’s name before booking, so a clear niche page, a clear fee page, advisor profiles and easy introduction booking turn those visits into meetings. Guides written for specific situations then bring in new prospects who search by need rather than by name.
Will my financial advisor website rank on Google?
It launches with the technical SEO done: fast pages, clean structure, structured data, local pages and redirects from your old site. To keep climbing, a BOOSTD SEO plan from $149 a month runs 262 checks on your site every week, fixes what is safe to fix and gets the rest ready for your OK.No one can promise a position on Google, and we never do. Google warns businesses about anyone who does.
Can I get one of these financial advisor website designs?
Yes. Each is a complete, ready-to-launch website design BOOSTD made for financial advisors. Pick one and we make it yours, with your name, colours, photos, content and the licence or compliance details your industry expects, from $150 a month and yours after 12 payments.Approved client sites are shown with a “Client work” tag, and only with the client’s written permission.

Guides for financial advisors

Reading for financial advisors before you build

More on financial advisor website

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