Two Investments.
Build It Right, Keep It Growing.
Transparent pricing and a streamlined 6–12 week process to launch your firm’s high-performance website.
How Wealthsites Works
We work in two phases: build your site right, then maintain and grow it with you.
Website Build
One-time investment | 6-12+ weeks
Deep discovery: goals, ideal clients, positioning
Custom design and AI-assisted copywriting
Full development with CRM integrations
SEO optimization and compliance review
Training and launch support
What you own: The website, the content, the brand—forever.
Hosting & Maintenace
Ongoing partnership | Monthly
Secure hosting and automatic backups
Performance monitoring and optimization
Compliance and security updates
Up to 1 hour of page updates per month
Priority support when you need it
Optional: AI growth tools, performance analysis, strategy reviews
You're not paying for a website. You're paying to build it right, then keep it working for you.
Website Build Packages
Packages that fit your needs and budget.
Starter Pro
The essential package for advisors who want a fast, professional, mobile-ready website.
Starting at
$7,985
$3,995 deposit + $1,995/mo for 2 months
Timeline: 6-8 weeks
Up to 5 pages
Client portal link + Scheduling integration
Custom contact form
Compliance-ready framework
Strategic copy framework
Full design + responsive development
SEO research + on-page optimization
Blog framework
Sitemap and launch support
Recommended
Pro Plus
The growth package for firms that want their website to generate leads and establish authority.
Starting at
$12,980
$6,995 deposit + $1,995/mo for 3 months
Timeline: 6-12 weeks
Up to 10 pages
Everything in Starter Pro, plus:
Up to 2 detailed client case studies
Team page with up to 4 professional bios
1 niche service page (ICP-focused)
Events calendar functionality
Enhanced CRM integration (Redtail, Wealthbox, etc.)
Email newsletter integration
Compliance coordination (IARs)
Google Analytics / Search Console setup
Local business schema markup
Ultimate
The ultimate marketing system for breakaway launches and major rebranding initiatives
Starting at
$32,095
$8,995 deposit + $3,850/mo for 6 months
Timeline: 16+ weeks
Up to 20 pages
Everything in Pro Plus, plus
Up to 4 detailed client case studies
Individual team member bio pages
Professional photography coordination
Full copywriting (we write everything)
Press/newsroom + resources hub pages
Lead magnet + conversion email sequence
12-month growth blueprint
*Payment installments subject to delivery timeline agreement. Additional terms & a-la carte services available.
Hosting & Growth Plans
After your site launches, find the plan that fits your growth ambitions
Essential
Professional safety net for your firm online.
$395/month
Pay annually, save $395 (one-month free)
Hosting, backups, security & platform updates
Uptime monitoring & performance optimization
On-demand site performance dashboard
Dynamically-updated AI search optimization
Annual strategy review
Bug fixes and troubleshooting
Up to 1 hour of page updates per month
Best Value
Enhanced
For firms that want growth through content and optimization
$795/month
Pay annually, save $795 (one month free)
Everything in Essential, plus
AI Organic Growth Stack (blog, metadata, social)
On-page SEO optimization + keyword tracking
Quarterly performance reporting with insights
Bi-annual strategy review (KPIs, growth plan, campaigns)
Preview access to new features & trainings
Unlimited page edits
Premier
Fractional Growth Office for advisor teams in growth mode.
$5,250/month
Starting price, customized to your needs
Strategic oversight: marketing, brand, growth
90-day objective-based marketing
Direct internal staff, contractors, or vendors
Funnel design, lead magnets, event strategy
PR, Awards, speaking, partnership guidance
Quarterly strategy calls + on-demand access
*12-month initial commitment. Month-to-month after that. We're here to be your long-term partner.
Your Next 90 Days
Here's what happens from strategy call to launch (Pro Plus timeline shown).*
Week 1-2: Discovery & Strategy
Deep dive into your goals, ideal clients, and competitive positioning. Finalize sitemap, messaging framework, and visual direction.
Week 3-6: Design & Brand Development
Custom design mockups with your input at each stage. Refine messaging, select imagery, ensure the compliance framework is in place.
Week 7-10: Development & Integration
Build your fully responsive site with CRM/scheduling integrations. Set up SEO foundation, analytics, and conversion tracking.
Week 11-12: Review, Launch & Training
Finalize revisions, complete compliance check, and go live. Team training on platform features and ongoing support begins.
*Timeline depends on your responsiveness. Clear vision + quick feedback = faster launch. The more back-and-forth or communication delays, the longer it takes. Either way, we're with you until it's right.
This was the best experience I've had. I was blown away with your attention to detail, amazing insights, and focus on building a website that will grow our business over time.
"I've built websites in the past, but this was the best experience I've had. I was blown away with your attention to detail, amazing insights, and focus on building a website that will grow our business over time. Your focus on creating a website that took insights from each of us really stood out to me, and it was captured in the beauty of the website you built for us. I'm eternally grateful!"
Frequently Asked Questions
What if Compliance takes longer than expected?
We build time into the schedule for compliance review. If your compliance team is backed up or has specific requests, we adjust the timeline accordingly—no extra charge.
Can I update my own site?
Yes. The platform is intuitive enough for non-technical users. That said, most clients prefer to send update requests and let us handle them—it's included in your monthly plan.
Do you write all the copy?
Yes. We use AI-assisted copywriting combined with your input to craft messaging that sounds like you—not generic template language.
What's the minimum commitment?
12 months for hosting after launch. After that, it's month-to-month. We're here to be your long-term partner, not a one-off project.
What's NOT included?
Content libraries, generic newsletters, email automation tools, and social media creation. We provide strategy guidance on these, but we don't execute them—we're your website partner, not your marketing team.
*Some exceptions for Premier subscribers
Ready to Stop Blending In?
Book a free strategy call. We'll review your needs, walk through the process, and determine if we're the right fit.