Service and niche pages
Pages for planning, investment management, and the client groups you serve, like physicians or business owners.
The Problem
Your Best Prospects Leave Before They Find Your Fees
Wealthy prospects research quietly. If your fees, fiduciary status, and Form CRS take digging to find, they leave without a word.
01 · Hidden answers
Prospects can't tell if you're a fiduciary or how you're paid.
Fiduciary status, pay, and who you serve each get a clear page.
02 · PDF fees
Your fee schedule hides in a PDF.
Fee schedules sit on the page in plain words.
03 · Form-only contact
The only way to reach you is a contact form.
Calendly bookings create the contact and meeting in Wealthbox or your CRM.
04 · Late review
Compliance issues surface after a complaint, not before launch.
Your CCO signs off on each page in a review log before launch.
A business owner who just sold their company reads your About page at 11 p.m. They want 3 answers: are you a fiduciary, how are you paid, and do you work with people like them? Your site answers none above the fold. The fee schedule hides in a PDF, and the only contact option is a form. They book with the firm that answered first.
We start with the questions wealthy prospects ask before they call: are you a fiduciary, how are you paid, and who do you serve. Each answer gets a clear page, and your Form CRS sits one click from every page. Booking flows into your CRM. Your CCO approves every page in a log before launch, not after a complaint.
Fees stated plainly
Fee schedules on the page, not in a PDF, in plain words.
Form CRS one click away
A clearly labeled link on every page, easy for retail investors to find.
Booking that reaches your CRM
Calendly bookings create the contact and the meeting in Wealthbox or your CRM.
Our Advisor Website Process
From Discovery Call to an Approved Launch in Five Steps
You and your compliance team approve each stage: the plan, the copy, a clickable design, a staging site, and the launch.
We review who you serve, how you're paid, and how your compliance team approves marketing today. You get a sitemap, a review plan for your CCO, and a fixed price.
What's Included
What You Get With Wealth Management Website Design
Every build covers the pages HNW prospects read, required disclosures, booking, and a review trail for your compliance files.
Compare Options
DeveloperLook vs Advisor Platforms vs Generalist Agencies
Many of the best financial advisor websites start on an advisor platform, and some should stay there. Many platforms bundle article libraries and review tools.
| Feature | DeveloperLookBest fit | Advisor platform | Generalist web agency |
|---|---|---|---|
| Planning approach | Your niche and fees first | Choose a template | Brand first, finance later |
| Compliance workflow | Review log for your CCO | Built-in review tools | Usually none |
| Design control | Custom to your firm | Template limits | Custom design |
| Interactive tools | Calculators built to your specs | Standard calculator widgets | Plugins, quality varies |
| CRM booking | Calendly into Wealthbox or CRM | Built-in contact forms | Depends on the team |
| Content library | Written for your niches | Licensed articles included | Stock blog posts |
| Time to launch | 3 to 10 weeks | A few days | Weeks to months |
| Pricing model | Fixed quote, you own it | Monthly platform fee | Hourly or retainer |
DeveloperLook
Advisor platform
- Planning approach
- DeveloperLook: Your niche and fees firstAdvisor platform: Choose a template
- Compliance workflow
- DeveloperLook: Review log for your CCOAdvisor platform: Built-in review tools
- Design control
- DeveloperLook: Custom to your firmAdvisor platform: Template limits
- Interactive tools
- DeveloperLook: Calculators built to your specsAdvisor platform: Standard calculator widgets
- CRM booking
- DeveloperLook: Calendly into Wealthbox or CRMAdvisor platform: Built-in contact forms
- Content library
- DeveloperLook: Written for your nichesAdvisor platform: Licensed articles included
- Time to launch
- DeveloperLook: 3 to 10 weeksAdvisor platform: A few days
- Pricing model
- DeveloperLook: Fixed quote, you own itAdvisor platform: Monthly platform fee
Projects We've Built
Investment and Premium Service Websites
Investment, fiduciary, and premium service websites from our portfolio, built around trust signals, clear services, and inquiry paths for careful buyers.
Envitis Investment Website Design & Development
- Finance
- Dashboard
- Website
Armada AG Fiduciary and Consulting Services Website
- Finance
- Business
- Website
Destinata Beyond Luxury Concierge Service Website
- Business
- Website
Finto Corporate Website Design & Development
- Finance
- Dashboard
- Website
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built websites for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Work Culture
Why Advisors Trust Us With Their Website
We work inside your compliance process, not around it. These habits keep pages accurate, approved, and easy to update.
Compliance review built in
We plan a review round for your CCO into every stage, not just launch. Approved wording stays approved because later edits use the same log.
Fees stated in plain words
Fee pages say how you're paid, in percentages or flat fees clients recognize. Clear fees filter out prospects who weren't a fit anyway.
Credentials shown correctly
We follow each credentialing body's usage rules, such as CFP Board's guide for the CFP® marks. Careful prospects notice small errors in a bio.
Records kept for you
We save a dated snapshot of each approved page at launch. Your team keeps a record of what went live and when.
Straight answers first
If an advisor platform's template covers your needs, we'll tell you before we quote. Its built-in review tools may suit a solo practice better.
Your site stays yours
The domain, hosting, and site files sit in your firm's name, not ours. If you change broker-dealers or developers, the site moves with you.
Overview
Who offers financial advisor website design for RIAs and planners?
DeveloperLook provides financial advisor website design for RIAs, planners, and wealth managers who want more high-net-worth conversations. Each site includes fee and fiduciary pages, advisor bios, Form CRS links, Calendly booking into your CRM, and a review log for your compliance team. Projects start at $1,250 and launch in 3 to 10 weeks at a fixed price.
DEVELOPERLOOK
Project facts · Financial Advisor Website Design Services
- Service
- Financial advisor website design services (fees, disclosures, booking)
- Typical timeline
- 3 to 10 weeks, including compliance review rounds
- Platforms
- WordPress or Webflow, connected to Wealthbox or your CRM
- Built with
- Calendly, Zapier, GA4, and custom JavaScript calculators
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- 30, 60, or 90 days of support, by plan
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $1,250 USD, fixed scope after discovery
Reviewed 28 Sep 2026 by Saimul Islam
Good fit
Fee-only RIAs courting HNW clients
You run a fee-only RIA and want a site that answers fiduciary and fee questions before prospects call.
Planners leaving a broker-dealer template
You're leaving a broker-dealer's template site, and your new CCO wants every page reviewed first.
Wealth managers with a niche
Your clients are mostly physicians or business owners, but your WordPress site speaks to everyone and no one.
Multi-advisor firms adding advisors
You're hiring advisors and need team pages with individual booking links that feed Wealthbox automatically.
Agencies with advisor clients
Your agency serves RIAs and needs a Webflow or WordPress partner who understands Form CRS placement and review logs.
Not a fit
Site works, need SEO
You want more organic inquiries from people searching for advice, and your site already works. Financial Advisor SEO Services covers that.
CPA or tax practice
You run a CPA or tax practice rather than an advisory firm. CPA Website Design Services is built for accountants.
Happy on a template
You're a solo advisor happy with a platform template and its review tools. Staying there costs less, and we'll say so.
Budget under $1,250
Your budget is under $1,250 for the whole site. A platform subscription is the cheaper start until you need custom pages.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for RIA Website Design
These are starting points in USD. Your final price depends on tools, review rounds, and page count, and you get a fixed proposal after a free discovery call.
For solo advisors and small RIAs that need clear fees, disclosures, and online booking.
$1,250one-time, USD
- Custom design, up to 8 pages
- Fee, fiduciary, and service pages
- Form CRS and ADV brochure links
- Advisor bios with credentials
- Calendly booking, review log, and snapshots
- 30 days of post-launch support
Recommended
For firms targeting HNW niches with tools that turn research into booked calls.
$2,950one-time, USD
- Everything in Advisor Starter Site
- Up to 20 pages with 3 niche pages
- 1 retirement estimator or risk quiz
- Bookings sent to Wealthbox or your CRM
- Lead source tags on every booking
- 60 days of post-launch support
For growing firms with several advisors, offices, or tools and a formal review process.
$5,900one-time, USD
- Everything in Wealth Growth Site
- Team pages for up to 10 advisors
- Individual booking link per advisor
- 2 more calculators or quizzes
- Gated guides that feed your CRM
- 90 days of post-launch support
For Agencies
White-Label Websites for Financial Advisors, Built for Agencies
Your agency keeps the client. We handle design and engineering for your RIA and planner clients under your brand. That includes the review logs and CRM booking their compliance teams expect.
How the partnership works
White label: your client only ever sees your brand
- Your client
- You, the agency
- DeveloperLook
Share the brief
Send the firm's brand, services, CRM, compliance contact, and pages needed.
- Client needs
- You share the details
- Details received
We scope and staff
We send a fixed quote, a review calendar, and one point of contact.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Build and hand off
We build it, log each approval, and hand over the site under your brand.
- Done by our team
- Your brand on it
- Handed to your clientDone
Partner with DeveloperLookDelivered under your brand
Stay client-facing
We work under your brand, so the advisor relationship stays yours.
Compliance-ready handoff
Review logs and page snapshots come with every build you deliver.
Senior engineering
Senior developers build the calculators, CRM links, and every template.
Flexible capacity
Take on more advisor clients without adding a developer.
The Right Technology for Your Project
Technology Stack
Sites run on WordPress or Webflow, with Calendly bookings connected to the CRM your advisors use.
WordPress
Webflow
JavaScript
Tailwind CSS
- Calendly
- Wealthbox
HubSpot
Salesforce
Zapier
- Chart.js
React- Typeform
Google Sheets
Google Analytics (GA4)
Google Tag Manager
Google Search Console
Cloudflare
FAQ
Frequently Asked Questions
Straight answers on cost, compliance review, fee transparency, and booking tools for advisory firms.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Our advisor sites start at $1,250 for 8 pages with fee pages, disclosure links, and booking. Sites with niche pages and a retirement estimator or risk quiz start at $2,950. Multi-advisor builds with team booking start at $5,900. Every quote is fixed after a free discovery call.
Most advisor sites launch in 3 to 10 weeks, depending on the plan and review rounds. A starter site takes about 3 to 4 weeks of our time. Your compliance review is the variable, so we schedule one review round per stage and share drafts early.
Specificity attracts high-net-worth investors: a clear niche, stated fees, and advisors they can vet. HNW prospects compare several firms quietly and rarely call first. So the site answers who you serve, how you're paid, and what the first meeting covers. Advisor bios show real experience, not stock photos.
Advisor websites stay compliant by building your review process in from the start. The SEC Marketing Rule covers adviser websites, so your CCO approves claims and testimonials with required disclosures. Registered reps also need broker-dealer approval under FINRA Rule 2210. We keep the log, and your team makes the legal calls.
Most planner sites need 1 or 2 tools, usually a retirement estimator and a risk profile quiz. In financial planner website design, each tool asks few questions, shows a range, and ends with booking. The SEC Marketing Rule expects such tools to explain their method, key assumptions, and that results vary, so your CCO reviews them.
RIAs show fee-only fiduciary status by stating how they're paid on the page, not in a PDF. A good fee page lists the asset-based percentage, flat planning fees, or hourly rates, and says you take no commissions. It links your Form CRS and ADV brochure for the details.
We embed Calendly on your service and advisor pages and connect it to Wealthbox. Each booking then creates or updates the contact and logs the meeting. Wealthbox offers a Calendly integration, and Zapier covers extras like tagging the lead source. You test a booking on staging first.
An RIA site adds a disclosure and review layer: Form CRS placement, ADV links, compliant bios, and an approval log. It also covers tools whose assumptions your compliance officer signs off. The rest, like speed, booking, and clear service pages, matches any good professional services site.
Yes, when approved wording carries over unchanged, though most redesigns change enough to need a fresh CCO review. We map each old page to its new version, flag every changed sentence, and keep the old snapshots. That turns the review into a comparison instead of a full reread.
Your firm owns everything: the domain, hosting account, site files, and all approved copy. We set accounts up in your name from day one, so changing broker-dealers or custodians doesn't strand your site. Each plan includes 30, 60, or 90 days of fixes after launch.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Free 30-min callGoogle Meet
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