HOW WE WORK
Our work is
intentional.
Built to last.
We work exclusively with independent RIAs and IARs — advisors at real inflection points. Here's exactly how we do it.
HOW WE WORK
Our work is intentional.
Built to last.
We work exclusively with independent RIAs and IARs — advisors at real inflection points. Here's exactly how we do it.
DIGITAL CLARITY SESSION
Start with an
honest conversation.
Before any build starts, we need to understand where your firm stands online — and where it needs to go. The Digital Clarity Session is a focused 90-minute engagement where we review your current site, your positioning, your search presence, and your growth goals.
You walk away with a clear picture of what's working, what isn't, and exactly what your firm needs to compete online. No obligation to go further. But most advisors do.
If you proceed to a Custom Website build, the $1,500 session fee is applied in full toward your project.
$1,500
Applied in full toward your website build if you proceed.
THIS IS FOR YOU IF
You know something isn't working online but can't pinpoint what
You're evaluating a website rebuild and want an expert assessment first
You want a second opinion before committing to a full engagement
You're early in the process and want to understand your options
CUSTOM WEBSITE
Your next client will Google you
before they call.
Most RIA websites look like they were built by someone who has never met a financial advisor. Generic stock photos, boilerplate copy, and a contact form nobody fills out.
We build something different—a site that reflects your firm, your niche, and your voice, while executing the four jobs that actually matter: converting prospects, instilling confidence in your advocates, attracting top talent, and signaling value to future buyers.
We handle strategy, copywriting, design, development, and launch. You own everything at the end, forever. Secure hosting and platform upkeep are included after launch, starting at $395/mo.
Not sure where your site stands? Get a free, instant site audit now →
starting at $13,000
Scoped to your firm after your strategy call.
THIS IS FOR YOU IF
Your current site embarrasses you when you send someone to it
You're launching, rebranding, or breaking away from your old firm
You're losing referrals to advisors with a stronger online presence
You want a site built for where you firm is heading - not just where it is today
You've outgrown DIY and want someone who understands the RIA world
ADVISOR BRAND INTENSIVE
Know what you stand for
before you build.
Most advisors have never been asked the right questions about their firm. This is the day we fix that.
This is a full-day, in-person engagement with your leadership team. We work through your positioning, your ideal client profile, your competitive differentiation, and the messaging your entire firm can rally around.
You leave with a brand foundation that drives everything that comes after — your website, your content, your referral conversations. The Intensive is also the fastest path to a website that can withstand the test of time.
Drawing on over 13 years of brand marketing experience— including time at LPL Financial working as an extension of advisor teams — this isn't a generic marketing exercise. It's built for how RIAs actually work.
Build credit included.
Clients who complete the Intensive before their website build receive a $3,000 credit toward their project — because the foundation is already set and the build moves faster because of it.
starting at $11,500
In-person, full day. Travel considerations for engagements distant to major or regional airports.
THIS IS FOR YOU IF
Your team struggles to present a cohesive identity to the market
Your messaging sounds like a compliance checklist that could describe any firm in your space
You're preparing for a breakaway, a rebrand, or a focused pivot
You want to build something intentional — not just a better-looking version of what you already have
You're investing in a custom website and want the foundation set before the build starts
FRACTIONAL MARKETING STRATEGY
Embedded in your team.
Not on the outside.
You don't need a marketing agency sending you monthly reports. You need someone embedded in your firm — on your calls, in your decisions, thinking about your growth the way an in-house CMO would.
As your Fractional Marketing Strategist, I bring the same approach I developed at LPL Financial: working as a direct extension of the advisor's team, understanding the compliance environment, and directing the right resources at the right time.
I set the strategy and handle the execution — content, campaigns, and everything in between.
You focus on clients. The rest is covered.
Platform credit included.
Every Wealthsites website client pays $395/mo for hosting and platform upkeep after their site launches. Fractional marketing strategy clients have that fee applied in full to their monthly retainer — one engagement, one investment.
starting at $4,000/mo
$395/mo platform fee applied in full. Limited availability.
THIS IS FOR YOU IF
You're spending too much time making marketing decisions that shouldn't consume your bandwidth
You're stretched too thin to be effective, but a full-time hire doesn't make sense either
You need someone who can both set direction and get the work done
Your marketing that happens to you instead of working for you
You're thinking about M&A and want your digital presence to reflect that before it matters
CONTENT MARKETING ENGINE
A great website
compounds over time.
Search rankings don't come from a well-designed homepage. They come from consistent, strategic content built around your niche and the specific searches that bring the right clients to your door.
Every piece is written to support your positioning, optimized for both traditional search and AI-driven results, and published directly to your site. We write it. We publish it. You own it.
This isn't a content calendar full of generic financial tips. It's a publishing engine built around your voice, your expertise, and the clients you're trying to reach.
Platform credit included.
Every Wealthsites website client pays $395/mo for hosting and platform upkeep after their site launches. Content engine clients have that fee applied in full to their monthly retainer — one engagement, one investment.
starting at $2,400/mo
Scope and cadence confirmed on your strategy call. $395/mo platform fee applied in full. Limited availability.
THIS IS FOR YOU IF
You're ready to start generating organic traffic and don't want to figure it out alone
You have expertise worth publishing, but no time or system to do it consistently
You want content that supports real business development — not just fills a blog
You understand that authority compounds — and you want to start building it now
Frequently Asked Questions
Straight answers to the questions we hear most.
Am I required to provide the copywriting?
Absolutely not! We’re thrilled to create the copy for your site. By combining personalized, AI-enhanced writing with your distinctive insights, we will develop messaging that truly reflects your voice—steering clear of generic templates. Numerous clients appreciate engaging in this collaborative process; nevertheless, your expertise in your specialized areas is essential for crafting the content. Our goal is to draw this out during the initial discovery phase, and we’ll refine it as needed until it resonates perfectly.
How many blog posts or articles can you migrate?
Every package offers a specified number of article migrations (5 for Starter Pro and 8 for Pro Plus). Want more? You can purchase additional migrations as an à la carte option — available at a price per article or in groups. Please refer to the add-ons section above for the latest pricing details.
What if compliance review 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 even 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.
How long does it take for the new site to start ranking in search results?
The short answer is: it varies. The competitive financial services sector influences your search results based on factors like content depth, age, relevant keywords, technical SEO, and on-page/off-page SEO. Our integrated SEO tools prepare your site for success from the start.
Typically, it takes several months for Google to display your page for specific queries. We submit pages to Google Search Console at launch, but recognition can still take a couple of months.
For established websites, we document URL changes as 301 redirects to preserve “link juice.”
If you have a physical location, we will enhance your Google Business profile. Accumulating reviews can boost local visibility, but remember that compliance is overseen by FINRA Rule 2210.
How do I know if my website is actually working?
You won't have to wonder. Every Wealthsites client gets access to a live performance dashboard that pulls directly from Google Analytics — traffic, page views, form submissions, and engagement data, all in one place without logging into separate platforms.
Beyond the numbers, we actively support your visibility in both traditional search and AI-driven search. As more prospects use tools like ChatGPT, Perplexity, and Google's AI Overviews to find and vet financial advisors, your site needs to be structured for that environment — not just optimized for keywords from five years ago. We build and maintain that foundation for you.
Enhanced plan clients also receive quarterly performance reports with insights and a bi-annual strategy review, so you're not just looking at data — you're understanding what it means and what to do next.
The goal is simple: you should always know your site is working, and we should always be able to show you why.
Is Wealthsites right for every advisor?
While we'd like to think so, we understand that we're not a perfect fit for everyone — and we'd rather tell you that upfront than waste your time.
Wealthsites is built for independent RIAs and IARs who are serious about their digital presence and understand that a great website is an investment, not an expense. If you're looking for the cheapest option, a DIY template, or a one-time project where you're responsible for everything else, we're probably not the right fit.
We're also not the right fit if you're not comfortable participating in the process. The best results come from advisors who show up to discovery calls prepared, give feedback promptly, and treat their website as a strategic asset. Our timeline guarantees depend on your responsiveness as much as ours.
Where we shine is with advisors who have a growth mindset and want a partner who understands the financial advisory world, the value of your time, and the compliance environment you operate in — not a generalist agency learning your industry on your dime.
If that sounds like you, we're probably a great fit for you.
How does the ongoing fee compare to cheaper hosting options?
A $20/month host gives you a server. The Wealthsites monthly plan gives you a partner — active AI search optimization, a live performance dashboard, update support, compliance-aware maintenance, and annual strategy reviews. If you want to manage your own hosting and updates, that's a legitimate choice. If you want your site to keep working for your firm without you thinking about it, that's what we're here for.
What's the minimum commitment?
You initially commit to 12 months of ongoing hosting, maintenance & growth services after launch. After that, your plan renews annually. You can upgrade your hosting tier at any time. Downgrades take effect at your next annual renewal.
What happens if I decide to move on after my commitment period?
You own everything — your website, your content, your domain, your brand. We don't hold anything hostage. If you decide not to renew after a commitment period, you can take your site with you. We'll provide a full export of your site files and everything you need to transition.
In addition to real results — traffic growing, leads coming in, referrals converting — our clients love that our platform is fast, intuitive, secure, and genuinely powerful. The dashboard gives you real visibility into how your site is performing without needing to log into different tools and have special training. And when something comes up — a compliance question, a last-minute change, a new regulation — we respond, fast, with people who already know your firm and understand the regulatory environment you operate in. That combination is hard to find and harder to replace.
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 full marketing team. Some exceptions for Premier subscribers.
The right starting point is
different for every firm.
That's what the call is for. We'll look at where you stand, talk through your goals, and tell you honestly what makes sense.