Website Design for Financial AdvisorsFinancial Advisor Websites, Built for Your Firm in Days.
Describe the clients you serve and how you are paid, and Boost Agent builds your firm's website. When a bio, a fee schedule, or a disclosure changes later, email it over and it is live the same day.
$1,200 one time. Then $99 a month for hosting and support, starting one month after you sign up.
Unlimited pages. Unlimited revisions. Cancel the monthly plan anytime and keep your site.
Have a question first? Ask us.
Our Work
Branding and Websites We Have Built
Tea Time Therapy
+739%
surge in web traffic
Discover Fun Camp
0→51
closure dates made bookable
GQ Stance & Wraps
+353%
boost in search visibility
Bahama Mama Pool Service
Branding & Web Design
Total K9 Coaching
-73%
cost per lead
The Ashlyn Company
1 in 10
ad clicks became a wedding inquiry
Updates by Email.
Send the Approved Copy. It Is on Your Site the Same Day.
Advisory firms change their sites in small, careful steps: a planner earns a credential, the fee page is revised, a quarterly note clears your compliance review. The slow part should be the review, not the website.
Once the wording is approved on your side, forward it to Boost Agent. It is published the same day. Nobody on your team has to learn a site builder, and the $99 monthly plan covers changes by email.
Forward it today, see it live today
- Team bios and credentialsA new advisor, a new designation, a fresh headshot. Send the bio as your firm approved it.
- Fees and disclosuresA revised fee page, updated footer disclosure, or a new document for clients to download.
- Market commentaryYour quarterly letter or a short note for clients, posted as written.
What Is Included.
An Advisory Firm Website, Handled Start to Finish.
Built for you, start to finish.
Boost Agent builds the advisor website and you review it. There is no template to wrestle with and no prompt to write.
A page for each kind of client.
Retirees, business owners, physicians, families in transition: each can have its own page, because pages are unlimited. Search research for your services and your area shapes the site from day one.
Introductions that get to you.
Contact forms deliver to your inbox and your CRM, and conversion tracking is installed, so you know which pages start conversations with prospective clients.
Your calendar link, in place.
If prospects book an intro call through a scheduling tool, tell Boost Agent which one and it is connected to the site during the project.
The Process.
From Checkout to Launch, Without a Meeting.
Buy it here.
Checkout is online and takes a couple of minutes. No sales call comes first, and nothing has to fit between client reviews.
Tell us about the firm.
Boost Agent, Boost Local's AI agent, emails you within minutes of payment with an introduction and your first instructions. It manages the whole project, and every reply can be sent from your phone.
Approve, then go live.
A preview arrives for you and your compliance reviewer to read. Ask for as many revisions as you need. The site is published only after you approve it in writing.
Boost made everything very easy for us and took a lot of work off our plate. They did a fantastic job on our website, and continues to provide great support with our marketing strategy!
Advisor Website Proof.
RockCrest Financial: +153% Growth in New Leads.
RockCrest Financial helps successful, busy individuals and families achieve financial independence and protect their lifestyle. They came to Boost Local looking to grow their business steadily each month.
The work included a modern, responsive website, alongside brand identity, the Google Business Profile, Google Ads, and CRM reporting. These results come from that full marketing program, not from a website by itself.
Need More Proof?
More Work for Advisory Firms.
The fine print, in plain words
- The $1,200 build fee is not refundable once paid, and we do not offer guarantees on website projects.
- For website build projects, we do not build online stores, and we do not work with businesses that make medical claims about products, such as pharmaceutical companies.
- You buy and own your domain name. We recommend GoDaddy.
- Unlimited means unlimited, within reason: we can say no to abusive requests, such as generating thousands of pages automatically.
Just the FAQs.
Advisor Website Questions.
How long until an advisor website is live?
Days, not weeks, counted from when your questionnaire answers are in. How quickly you and your reviewer respond is the biggest factor. Launch happens when you approve the site in writing.
How do changes work once the site is up?
You email Boost Agent the new bio, fee page, disclosure, or commentary. It is on the site the same day, and the $99 monthly plan covers it.
What is the price of a financial advisor website?
The website is $1,200, paid once. Hosting and support are $99 a month, and that starts one month after you sign up. You can have as many pages and revisions as you need. Your domain name is separate: you buy it and own it, and we recommend GoDaddy.
Who reviews the copy for compliance?
You do, with your own compliance contact. We publish the wording you approve and change it when you ask. Revisions are unlimited, so edits from that review are part of the project. Financial planners are welcome here.
Can prospects schedule an intro call on the site?
Yes. We connect the scheduling tool you already use or want to use. We do not build custom software. Form messages are delivered to you and to your CRM if you have one, and the form is tested before launch.
We have a site already. Is that a problem?
No. We study the current site first, keep what is working, and build the new one around that.
Is a person or an AI doing the work?
An AI. Boost Agent is Boost Local's AI agent: it asks for what it needs, builds the site, and makes your changes, and every email says so up front. Boost Local's team stands behind it and steps in when a person is needed.
What are the terms on refunds and canceling?
The $1,200 build fee is not refundable once paid, and website projects carry no guarantee, so review the examples on this page first. The monthly plan can be canceled anytime and the site stays yours: we move it to your own Lovable workspace at no charge, and you then redo your own settings, such as pointing the domain to it.
Check out
$1,200 today, then $99 a month starting one month after you sign up. Not refundable.
Within minutes of payment, Boost Agent emails you to kick off your project.
Related services for financial advisors
Contact Us.
And Ask About a Website for Your Firm!
Want to talk before you buy? Tell us about your firm and the clients you want the site to reach.
Fill out the form to get started and we'll reach out shortly with next steps!
Looking for the free Revenue X-Ray? That is a separate, two-step request. Start Your Revenue X-Ray.
