Websites for Financial Advisors
We build affordable websites for independent financial advisors and small RIA teams that turn a retirement-planning search, an inheritance, or a referral from a happy client into a booked discovery call.
Book a Discovery CallA clear fee-disclosure section spells out whether you are fee-only, fee-based, or commission-based before a prospect ever picks up the phone, a discovery-call booking flow tied to your calendar replaces a generic contact form, a secure client portal and document vault link gives a new client somewhere safe to send account statements and signed paperwork,
And credential badges for your CFP marks, your custodian, and your BrokerCheck record tell a stranger comparing five advisors online that you are a real fiduciary and not a lead-generation site reselling their contact information.
Why a Financial Advisor’s Website Has to Answer the Fee Question Before the Discovery Call
Almost nobody wakes up and decides to shop for a financial advisor on an ordinary Tuesday. The search usually starts from a trigger: a job change with a 401k to roll over, an inheritance that needs a plan, a business sale, a round of vesting restricted stock, or a retirement date that suddenly feels close.
That trigger sends someone into a short comparison window, typically three to five advisor or RIA sites opened in nearby tabs, before they book a single introductory call. Every one of those sites is being read for the same unspoken question: is this person a fiduciary who has to act in my interest, or someone paid a commission to sell me a product, and can I find that answer without sitting through a sales call first.
A homepage that says ‘comprehensive wealth management’ without stating whether you are fee-only, fee-based, or commission-based, without a visible CFP mark or custodian relationship, and without an easy way to book a no-obligation discovery call gets closed in under a minute. A prospect who can find your fee model, see your credentials, and put a call on your calendar before the other four tabs close is far more likely to become the client who actually shows up.
A Referral Landing on a Site With No Fee Disclosure and No Way to Book a Call
Losing one prospect rarely costs an advisor just one relationship. A client who has a good first year often consolidates other accounts with you, brings a spouse’s retirement plan into the relationship, and refers a sibling or a business partner within a few years if the plan performs the way it was meant to.
A site with no fee disclosure, no CFP or custodian badge, and no calendar link beyond a phone number loses that referral before the prospect ever dials, because there is nothing on the page that answers whether you are the fiduciary they were told to look for or a commission-based advisor they were told to avoid. The advisors picking up that lost business already have a fee-model page that matches the search, a discovery-call booking link that takes thirty seconds, and a CFP or NAPFA badge visible above the fold.
While a referred prospect is still trying to figure out whether your practice is fee-only or works on commission, that other advisor already has the introductory call sitting on their calendar for Thursday morning.
What a Financial Advisor’s Website Needs to Do
A practical site built around how a prospect actually vets a fiduciary and books an introductory conversation, so a life-event search or a referral becomes a scheduled discovery call instead of a closed browser tab.
Fee Model and Fiduciary Disclosure Stated in Plain Language
A clear statement of whether you are fee-only, fee-based, or commission-based, what a retainer, a flat planning fee, or an assets-under-management fee actually means in dollar terms,
And a plain acknowledgment of your fiduciary duty, so a prospect who was told to find a fee-only fiduciary does not have to email you just to find out which one you are.
A Discovery-Call Booking Flow Tied to Your Calendar
A short intake form that asks the handful of qualifying questions you actually need, investable assets, life stage, and what prompted the search,
Before it drops a confirmed discovery call straight onto your calendar, so a prospect books a fifteen-minute intro conversation instead of leaving a voicemail that might not get returned the same week.
Marketing Copy Built With the SEC Marketing Rule in Mind
Website copy written to avoid the claims the SEC Marketing Rule actually restricts, cherry-picked performance figures, un-footnoted testimonials, and implied guarantees,
With room built in for your chief compliance officer or outside compliance consultant to review and approve the language before it goes live, since we are not compliance counsel and the final review is always yours.
Secure Client Portal and Document Vault Links
A clearly placed login link to your existing client portal, whether that is eMoney, RightCapital, Orion, or your custodian’s own portal,
Plus a secure upload path for new-client onboarding paperwork, so account statements and signed agreements move through an encrypted channel instead of an email attachment.
Ideal-Client Pages for Pre-Retirees, Business Owners, and Equity-Comp Executives
Separate pages for the client types you actually want more of, pre-retirees planning a withdrawal strategy, business owners weighing a sale or a succession plan,
And executives sitting on RSUs or ISOs, each written around the questions that specific prospect is already asking instead of one page trying to speak to all of them at once.
Credential and Custodian Trust Signals Above the Fold
Your CFP or CFA marks, your NAPFA membership if you hold one, your custodian relationship with a name like Schwab, Fidelity, or Pershing,
And a link to your BrokerCheck or IAPD record displayed where a prospect sees them first, so a stranger comparing advisors online can verify who you are before they ever pick up the phone.
What a Site Built for Financial Advisors Does to Your Discovery-Call Calendar
When a fee-disclosure page answers the first question a prospect has before they ever call, and a discovery-call booking flow takes thirty seconds instead of a voicemail during business hours, more of those visits turn into a scheduled conversation instead of a closed tab. Qualifying questions built into the booking form mean the calls that do land on your calendar are more often from prospects who match your investable-asset minimum, so fewer fifteen-minute slots go to someone you will have to turn away.
CFP and custodian badges cut down the prospects who bounce because they cannot tell whether you are a fiduciary or a product-focused advisor, so the calls that arrive are already leaning toward yes. For an advisor building a niche practice, dedicated pages for pre-retirees, business owners, or executives with equity compensation also help a prospect self-identify before the call, so your first conversation starts on their actual situation instead of a generic opening question about their finances.
How prospects actually vet a fiduciary, and why one vague wealth-management page loses them
Very few people decide to shop for a financial advisor on a random afternoon. The search starts from a trigger, a job change with a 401k that needs a decision, an inheritance, a business sale, a batch of vested equity, or a retirement date that suddenly feels close enough to plan for. That trigger sends someone into a short, focused comparison window, usually three to five advisor or RIA sites opened in nearby tabs, before they book even one introductory call.
What decides which tab survives that comparison is specificity, not polish. A homepage promising comprehensive wealth management answers nothing about whether the practice is a fiduciary, what it charges, or how a prospect can find out without a sales call first. A prospect who lands on a page that states the fee model plainly, shows a CFP mark, and offers a calendar link closes fewer tabs and books more calls, because the page already answered the question a stock wealth-management page never does.
- ✓Searches start from a trigger: job change, inheritance, business sale, vested equity, approaching retirement
- ✓Comparison windows are short, usually three to five tabs before one call gets booked
- ✓Fee-clear pages with visible credentials survive that window; vague wealth-management pages do not
Fee-only, fee-based, and commission: why the disclosure has to be stated, not implied
A prospect searching for a financial advisor has often already been told, by a friend, a podcast, or an article, to look for a fee-only fiduciary and to be wary of anyone paid on commission. That means your compensation model is one of the first things a prospect is trying to identify, and a site that only says personalized financial guidance forces them to guess or to book a call just to ask. We write the disclosure in plain terms: fee-only means you are paid solely by your clients, through a retainer, a flat planning fee, or a percentage of assets under management, with no commissions from products you recommend. Fee-based means you charge fees but can also earn commissions on certain products, and we state that distinction honestly rather than letting it blur into fee-only language it is not. Commission-based means you are compensated when a client buys a specific product, and we frame that model around the value of your guidance rather than hiding how you get paid.
Being upfront about compensation does more than satisfy a prospect’s curiosity. It also filters out the calls that would have ended the moment you explained your fee structure anyway, so the calls that do land on your calendar are already comfortable with how you are paid before you say a word about it.
- ✓Fee-only: paid solely by clients, no product commissions
- ✓Fee-based: charges fees but can also earn commissions on some products
- ✓Commission-based: compensated when a client buys a specific product
- ✓Stating the model plainly filters calls before they reach your calendar
The SEC Marketing Rule, in plain terms, and how we build around it
The SEC’s Marketing Rule (17 CFR 275.206(4)-1) governs how registered investment advisers can advertise, and it directly touches website copy, testimonials, and any mention of performance. Broadly, it requires that testimonials and endorsements carry clear disclosures about whether the person was compensated and any conflicts of interest, it restricts cherry-picked or misleading performance figures, and it prohibits claims that imply a guaranteed outcome. FINRA-registered representatives at a broker-dealer face a parallel set of advertising review requirements through their firm’s compliance department rather than the SEC rule directly, but the same instinct applies: nothing on the site should promise a result or cherry-pick a number.
We are not compliance counsel, and we do not submit anything to FINRA or file it with your state regulator. What we build is copy that avoids the obvious tripwires, no cherry-picked returns, no un-footnoted client testimonials, no language implying guaranteed growth, and a structure that leaves your chief compliance officer or outside compliance consultant a clean, reviewable page rather than a scramble of marketing claims to unwind before launch. Ryan Cole, Founder, Presseo, puts it this way when advisors ask why we build it this way: we would rather hand your compliance officer a page that takes ten minutes to approve than one that takes three rounds of rewrites.
- ✓SEC Marketing Rule requires disclosure on testimonials and endorsements
- ✓Performance claims cannot be cherry-picked or imply a guarantee
- ✓We flag likely review points; your CCO or compliance consultant gives final approval
Client portals, custodians, and document vaults as the trust signals that get statements moving
Once a prospect books a discovery call and decides to move forward, the next friction point is paperwork: account statements, a signed advisory agreement, a beneficiary form, sometimes a copy of a will or a business valuation. An advisor whose only intake method is an email attachment is asking a new client to send sensitive financial documents over an unsecured channel, and plenty of prospects notice that and hesitate. We build a clear, visible link to your existing client portal, whether that is eMoney, RightCapital, Orion, or the portal your custodian already provides, along with a secure document upload path for onboarding paperwork, so a new client has an encrypted place to send documents from the day they sign.
Custodian badges do similar work earlier in the funnel. A prospect who sees that your accounts are held at Schwab, Fidelity, or Pershing, rather than an unfamiliar name, gets a quiet reassurance that their money will sit somewhere recognizable, and a link to your BrokerCheck or IAPD record lets them verify your registration and disciplinary history themselves instead of taking your word for it.
- ✓Portal links to eMoney, RightCapital, Orion, or your custodian’s own system
- ✓Secure upload path for onboarding paperwork replaces email attachments
- ✓Custodian badges (Schwab, Fidelity, Pershing) and a BrokerCheck or IAPD link build verifiable trust
Being direct about what a website can and cannot promise for a financial advisory practice
We will not promise a specific number of discovery calls, a certain close rate, or any level of asset growth, because how much new business a site generates depends on your local market, your niche, your referral network, and how consistently prospects find the site at all. What we can commit to is a site that states your fee model, your credentials, and your custodian relationship clearly enough that a prospect who already has a reason to consider you does not close the tab while trying to figure out whether you are the fiduciary they were told to look for.
Registration status, Form ADV filings, marketing rule compliance, and how you handle testimonials and performance claims remain your practice’s responsibility, reviewed by your own compliance officer or consultant, the same as with any website platform. The site’s job is getting the right prospect to a booked discovery call with enough context that the first conversation can start on their actual plan instead of explaining your fee structure from scratch.
Why Independent Financial Advisors and Small RIA Teams Choose Presseo
We build affordable, conversion-focused websites for small local businesses, and a solo fee-only planner or a two-to-five-advisor RIA team is exactly who we build for.
You get a site priced for an independent practice’s budget, written so a prospect understands your fee model and your fiduciary status within seconds, and built around one goal: turning a life-event search or a warm referral into a booked discovery call instead of a closed tab.
Priced for a solo practice or a growing RIA team
Our site ladder runs from a $599 starter build through a $1,500 site with a full fee-disclosure page and a connected discovery-call booking flow, up to a $2,500 build with ideal-client pages, a secure document vault link, and additional advisor bios, so you pick the tier that fits a one-person practice or a multi-advisor team without paying for scope you will not use.
Fee and fiduciary disclosure written the way prospects actually search for it
We write your fee-only, fee-based, or commission disclosure using the exact phrasing prospects search for, such as fee-only fiduciary near me, so the page that answers the question they were told to ask is the one Google actually shows them.
Compliance review built into the process, not skipped
We leave every page in a state your chief compliance officer or outside compliance consultant can review before launch, and we flag the sections most likely to draw scrutiny under the SEC Marketing Rule, such as testimonials and any performance framing, so your review is a quick pass instead of a rewrite.
Local and niche SEO to stay visible between referrals
We can keep your fee-model and ideal-client pages visible in search for terms like fee-only financial advisor in your city with local SEO from $499 a month, so the site keeps generating discovery-call bookings between the referrals that already come your way.
What our clients say
We sell to four very different buyers and did not want four microsites. We ended up with one brand whose navigation asks who you are at the first click, across 167 pages.
We went past three hundred and ninety pages without the site becoming unbrowsable. The structure was settled before anyone wrote a page, and that is the only reason it still navigates cleanly.
Our buyers can tell a real capability from a landing page in seconds. We got 216 pages across four content types, and nothing on them looks like filler.
Financial Advisor Websites: Your Questions Answered
How much does a website for a financial advisor cost?
How long does it take to build my financial advisor website?
Will the site say whether I’m fee-only, fee-based, or commission-based?
Does the copy comply with the SEC Marketing Rule?
Can you link the site to my client portal and custodian?
I work with a niche like business owners or pre-retirees. Can the site reflect that?
I’m part of a multi-advisor RIA. Can each advisor have their own page?
Will my site guarantee a certain number of new clients or a return on my marketing spend?
Turn the Next Referral Into a Booked Discovery Call
Book a discovery call and we will look at how your current site handles a prospect trying to figure out your fee model or how to schedule an introductory conversation without leaving a voicemail, then show you the financial advisor website we would build to catch more of that life-event traffic before it lands on a competitor’s page.
Book a Discovery Call