For financial advisors
Web and marketing services.
Websites, compliance tooling, and growth services built for financial advisors, and for the regulatory record they answer to.
Website build tiers
One foundation, built up in layers.
The complete custom website build, with every page engineered from the ground up to be found.
- Full custom design and professional copy on a conversion-focused structure.
- SEO, AEO, GEO optimized: rank in search, surface as the answer in AI assistants (ChatGPT, Perplexity, Google AI Overviews), and get pulled into generative results.
- Lifetime build warranty: if anything we built ever breaks, we fix it free, forever. (Covers our code. Issues caused by your hosting environment, third-party plugins, or edits made by others are billed hourly.)
- You own it, you host it: we deliver the complete site and support your team through go-live. Prefer not to manage hosting? Our Site Care plan handles it for you.
- Admin center: add, edit, or remove blogs, articles, and content yourself, with no developer needed.
- Books and records compliance log: every change logged permanently (what, when, by whom), supporting your recordkeeping obligations under SEC Rule 204-2 (and, for dual-registrants, SEC Rule 17a-4 / FINRA Rule 4511).
- Log Vault, $49/mo: your log is retained in immutable, write-once (WORM) storage that no one, including us, can alter or delete, with one-click and scheduled CSV exports to your compliance contact. Included free with the Site Care plan.
- 90 days of tailoring, free: any larger changes or customization to the site or admin portal in your first 3 months, at no charge.
- The AI Compliance Guardian: a screener trained on FINRA and SEC advertising and communication rules that flags language that could raise a concern, before it goes live.
- A smart first-pass filter, not a replacement for your compliance team's sign-off. It saves the back-and-forth of copy that gets kicked back.
- Always current: we maintain the rule base and update it continuously as FINRA and SEC guidance evolves.
- Every check logged: each screening is recorded and exportable, a running record of your pre-publication review.
- $299/mo covers everything: model hosting, the managed rule database, all usage. Flat rate, no metering, no surprise bills.
Included free with any build
3 years of Fiduciary Check Plus
A premium listing on our advisor directory, putting you in front of prospects already searching for a fiduciary they can trust, feeding you visibility from day one.
Eligibility: the directory is reserved for fee-only advisors, firms compensated solely by client fees, with no commissions of any kind. Dual-registered (commission-earning) firms don't qualify for the listing; every other part of the build still applies.
Maintenance
Choose what fits.
Pairs with any tier, keeping the site current without a commitment you don't need.
Everything that keeps the site live, healthy, and current:
- Front- and back-end hosting
- Up to 3 hours/month of site changes and updates (additional time at $175/hr)
- Uptime monitoring with proactive alerts
- Privacy-first analytics (Plausible) with a monthly traffic report
- Ongoing Google and Bing indexing
- Security patches and dependency updates
- Automated daily backups with restore
- SSL certificate and domain management
- Priority support, response within 1 business day
- Log Vault included ($49/mo value): immutable WORM retention of your compliance logs, with scheduled exports and full log delivery on request.
Pay only when you need something. No commitment, billed against the work as it comes up.
Growth
Turn the site into a pipeline.
Two ways to run it. Pick the engine that matches where the firm is now.
A full-service growth engine, run by us. The management fee is $6,500/month; ad spend is separate and goes directly to the platforms, so you set the budget and stay in control.
- Paid ad management across Meta, Google, and emerging AI platforms (including ChatGPT ads).
- Dedicated landing pages built to convert each campaign.
- Content and SEO: topic strategy and a steady stream of blogs and articles.
- Organic social media management.
- Video hooks and scripts with AI editing, up to 5 videos/month (additional edits $75 each).
- Quarterly in-person shoots: professional photo and video captured on location.
6-month minimum term. $2,000/mo minimum recommended ad spend.
For firms that want momentum without the full engine. Choose your lane:
Ad management on up to two platforms, one dedicated landing page, monthly optimization and reporting. (+ ad spend, $1,000/mo minimum)
4 SEO-optimized blogs/articles per month, organic social management, quarterly content strategy review.
3-month minimum term. Upgrade to Full Service anytime, your first month's Essentials fee is credited.
Compliance service
Reg S-P compliance auditing and vendor due diligence
With the SEC's amendments tightening how advisors must oversee third-party providers, the vendors you rely on are now your responsibility to vet.
We audit your third-party vendors and conduct due diligence on their technology and AI stack: how they handle and safeguard your clients' nonpublic personal information, where the data lives, and whether their systems meet the standard Reg S-P now expects. You receive a clear, documented assessment ready for your compliance team or an examiner.
For your compliance file
Built to survive due diligence.
Our Turnkey and Compliance Guardian tiers capture and preserve what you publish, in a form your CCO can hand to an examiner. Here's what that recordkeeping service does:
Point-in-time snapshots written to Amazon S3 Object Lock (Compliance mode), non-rewriteable, non-erasable.
Every change is an append-only, hash-chained log entry, so any alteration is detectable. Aligned with Advisers Act 204-2, 206(4)-1, and 17a-4 / FINRA 4511 for dual-registrants.
5-year default retention, self-service export any time, and assembled examination packages within 48 hours.
Confidential, provided for vendor due diligence. Not legal advice.
Get in touch
Ready to build a site worth being found?
Tell us which tier fits, and we'll map the build, transparent, layer by layer.
Most replies land the same business day.