Website Pricing for Financial Advisors
Custom-built websites with thoughtful design and ongoing support —
designed specifically for financial advisors.
Website Plans for Financial Advisors
Straightforward pricing. Structured support. Secure hosting.
Your website should reflect the professionalism of your firm while supporting long-term growth. Each plan includes advisor-focused design foundations, managed hosting, and ongoing maintenance — so your site stays streamlined, secure, and ready for prospective clients.
- Most Popular
Website Build Includes:
- 8 customized pages
- Polished, branded design
- Hero (flexible media)
- Responsive & mobile-friendly
- SEO Tools
- Blog Engine
Ongoing Website Care Includes:
- Website Hosting
- LiteSpeed Web Server
- DDoS Protection
- SSL certificate
- Maintenance & Support
- WP Core, theme & plugin updates
- Off-site backups
- Malware Scanning
- Database Efficiency Scan & Tune
- Monthly maintenance reports
- 30 min edits/month
- $75/hr additional edits
- Strategy
- Annual strategy review
Website Build Includes:
- 5 customized pages
- Polished, branded design
- Hero (single image)
- Responsive & mobile-friendly
- SEO Tools
Ongoing Website Care Includes:
- Website Hosting
- LiteSpeed Web Server
- DDoS Protection
- SSL certificate
- Maintenance & Support
- WP Core, theme & plugin updates
- Off-site backups
- Malware Scanning
- Database Efficiency Scan & Tune
- Monthly maintenance reports
- $100/hr additional edits
All plans are billed annually.
Why Advisors Choose Us
Custom Design
We start with templates tailored for financial advisors and refine them into a unique, polished, custom website that reflects your firm’s brand and message.
Review-Ready Workflow
Our approach keeps your edits advisor-directed, allowing your internal review process to approve changes before publishing. You maintain control without adding complexity to your workflow.
Ongoing Support
Managed hosting, security scans, plugin and core updates, database optimization, off-site backups, and optional monthly edits keep your site fast, secure, and up to date.
Ben communicates technical jargon well, and I always get the latest, fancy functionality I want at a fair price. My site runs fast and has never had any security issues. If you’re looking for good value, I highly recommend Ben and Advisor Designs.
Advisor Designs did an outstanding job with the design and set-up of my new custom website at a very reasonable cost. I am getting better search engine results and follow through with potential clients. I highly recommend Advisor Designs.
Testimonials reflect individual client experiences and are not guarantees of future results.
Members We Proudly Serve
We work with financial advisors who are affiliated with various membership organizations. Whether your firm is new or established, our Advisor Websites are designed to present your services clearly and support engagement with prospective clients.
Frequently Asked Questions
What’s included in the Business vs Premium plans?
The Business plan includes 5 custom pages and essential ongoing support. The Premium plan includes 8 custom pages, a fully built Blog Engine, monthly edit time, discounted edits, and an annual strategy review. Both plans include hosting, security, updates, and database optimization.
How does the website edit review process work?
All website edits are advisor-directed. Draft versions can be made available for your internal review process before anything goes live. Once approved, you may publish the changes yourself, or we can publish the finalized version at your direction. You remain in control of all content and approvals — we simply implement and, if requested, publish what your firm has approved.
How are edits handled after my site is live?
We provide ongoing edits at $100/hour for Business clients and $75/hour for Premium clients. Premium plans include 30-minutes of monthly edits with no rollover. Edits can include content updates, design tweaks, additional pages, or adding blog posts. You may handle edits yourself, or we can handle them on your behalf if requested.
How is hosting and maintenance managed?
Your website is added to a secure, high-performance LiteSpeed hosting account. We handle SSL, off-site backups, security scans, plugin and WordPress core updates, and monthly reports to keep your site fast, secure, and up to date. We can manage all technical updates for you, or you may handle them yourself if preferred.
Are these plans billed monthly or annually?
Plans are billed annually, not monthly. This simplifies billing and ensures consistent ongoing support.
Can I upgrade from Business to Premium later?
Yes! You can upgrade at any time to access more pages, the Blog Engine, included edit time, and the annual strategy review.
Does Advisor Designs provide disaster recovery backups?
Advisor Designs creates regular website backups sent to cloud storage, where up to 5 of the most recent versions are retained. This ensures your website can be quickly restored in the event of data loss or technical issues, giving you peace of mind and reliable continuity for your firm’s online presence.
How should I handle regulatory archiving for my website?
Archiving for regulatory purposes (SEC, FINRA, or broker-dealer requirements) should be handled through a third-party provider, such as Global Relay, Presults, Smarsh, or other compliant archiving services.
Can my website integrate with 3rd-party tools or platforms?
Yes — your website can integrate with popular financial advisor tools or connect to portals such as:
- BrokerCheck
- CalcXML financial calculators
- Calendly or Acuity Scheduling
- CRM Systems like HubSpot, Redtail and WealthBox CRM
- Mailchimp or Constant Contact
- Google Analytics
- Morningstar, Schwab, and other client portals
These integrations can be added to your website as needed.
Popular Website Integrations
Include your online tools seamlessly.
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