Website Guide for Financial Advisor Practices

Who this is for

Running a financial advisor practice and figuring out your website

This guide covers what a good website, fee/consultation structure, and intake form should look like for a financial advisor practice specifically — not a generic small-business template with your field's name swapped in, and not a tutorial on building it yourself.

Website essentials

What a Financial Advisor website needs to include

• Fee structure disclosed clearly (fee-only, commission-based, or a mix) since this is one of the first things prospective clients want to understand and increasingly search for specifically
• Fiduciary status stated explicitly if applicable, since "fiduciary" is a specific, meaningful, and search-relevant term in this field
• Services offered broken down (retirement planning, investment management, tax-efficient planning, estate coordination) since "financial advisor" alone is broad
• Minimum asset requirements stated if the firm has one, since this is a common and reasonable early question for prospective clients

Services to list

Financial Advisor services to list on your site, with rough pricing

A single vague "our services" page loses prospective clients who are trying to figure out if you handle the specific matter they have, and roughly what it costs, before they'll reach out. List services individually rather than as one generic category. Here's a starting list for a financial advisor practice, with rough national ballpark fee ranges as of 2026 — adjust every number to your own market, experience level, and case/client mix before publishing anything on your own site:

• Initial consultationOften free
• Assets-under-management fee0.5%-1.5% of assets annually
• Flat-fee financial plan$1,500-$5,000
• Hourly consulting$150-$400 per hour
• Ongoing planning retainer$2,000-$10,000 per year

These ranges are a general planning reference, not a quote for any specific matter — actual fees depend on your region, experience, and the specifics of each case or client.

Business operations

How to price a financial advisor engagement

Financial advisors typically charge one of a few ways: a percentage of assets under management (AUM, commonly 0.5%-1.5% annually), a flat fee for a specific financial plan, an hourly consulting rate, or a mix. Being explicit about which model (or models) the firm uses is increasingly expected, since fee transparency has become a bigger differentiator in this field over the past several years.

For advisors who charge AUM-based fees, stating any minimum investable asset requirement upfront saves both sides time — prospective clients below the threshold self-select out rather than going through a full consultation only to learn they don't qualify.

Contact form

What to put on your financial advisor contact form

Beyond the basics (name, phone, email), a financial advisor intake form should ask:

• Approximate investable assets or general financial situation (broad range is fine)
• Primary goal (retirement planning, general investing, tax planning, estate coordination)
• Do you currently work with another advisor?
• Preferred meeting format (in-person, video call, phone)

Rather than a single vague "how can we help?" text box, turn the service list above into checkboxes or a dropdown where it makes sense. Letting a prospective client select "Initial consultation" directly — instead of typing it out — increases completed submissions and gives you a clearer picture of the matter before you call back.

Common mistakes

Mistakes to avoid

• Using a generic contact form instead of one built for how financial advisor clients actually describe their situation
• Not disclosing fee structure clearly, when fee transparency is an increasingly important trust signal and search factor in this field
• Vague "wealth management" language without specifying actual services offered

When to get it built

When to just get it built professionally

If you've read through what a financial advisor website actually needs and it's more than you want to build and maintain yourself, that's exactly the point where a productized local service makes sense — you get everything above without learning web design.

FAQ

Frequently asked questions

What makes a financial advisor website different from a generic business website?

The core structure is similar, but the specific content that matters most differs — for financial advisor, that's things like fee structure disclosed clearly (fee-only, commission-based, or a mix) since this is one of the first things prospective clients want to understand and increasingly search for specifically

How much detail should I put in a financial advisor intake form?

Enough to let you understand the general nature of the matter before the first call, but not so much that the form feels like a chore to fill out or asks for sensitive details better handled in a confidential conversation — the fields listed above are the sweet spot for this field.

Do you build websites for this profession?

ContractorWebsiteHelp.com is educational, not a web design company. Website builds are referred to MyTownWebsites.

Last reviewed: July 9, 2026