How you are paid, what you do, and a first call.
A prospective client wants to know how you are paid, what a plan or ongoing advice costs, and whether you work with people like them. The three templates below all put fees and a first call in the menu.
Vaultline leads with fees before anything else, Steady Advice (branded Harrow Advice in its preview) with a free first call and plain-English planning, and Harborview Wealth Partners with an introductory call for families and pre-retirees.
Fee-only, flat fee, hourly or a percentage of assets. Say it on the first screen.
A one-off plan, ongoing management and retirement income work are different purchases. List each with its fee or range.
Retirees, business owners, a minimum, if any. It saves both sides a wasted call.
Registration details and the disclosures your regulator requires. Have compliance review the page before publishing.
Starting from a template is free. The free plan gives you 3 template sites on a we.inc address with no card. It has no AI credits and no custom domain. AI building and custom domains start at $20 a month.
Scheduling is not built into these templates. Link the call button to the calendar tool you already use.
The templates are a design starting point. You control every word, so add the disclosures your regulator requires and have your compliance review before publishing.
Put your own brand on the builder and sell these templates as your own product. Launch a white-label AI website builder free in under a minute, or read how to resell websites under your own brand.
Northfield Wealth Partners (a made-up firm) sells a comprehensive plan, ongoing planning and management, and a retirement income analysis. Here is how each template handles them.
Three catalogue templates checked against their previews: Vaultline, Steady Advice and Harborview Wealth Partners, plus the Northfield sample as the demonstration. Its fees, counts and reviews are made up. Checked 27 September 2026. Every design here is from the We.Inc library and is labelled as a sample or template. None is a customer site, and no entry claims results.
Business template from the We.Inc library. Open it
Task: A fee-only adviser who leads with cost.
Design choice: Vaultline: Fees, Process, People and Contact; "What it costs, before what it buys" and a note on a portfolio minimum or a fixed fee.
Limitation: Demo registration numbers and address must be replaced.
Business template from the We.Inc library. Open it
Task: Plain-English planning for retirees.
Design choice: Steady Advice (branded Harrow Advice in its preview): Services, How it works, Fees, Team; "Book a free first call", 30 minutes by phone or video.
Limitation: Demo credentials and "since 2004" must be yours or removed.
Business template from the We.Inc library. Open it
Task: Families, business owners and pre-retirees.
Design choice: Harborview: Services, Fees, Process and Team; "Independent, fee-only, fiduciary" and "Schedule an introductory call".
Limitation: Only claim fiduciary status if it applies to you.
Sample site built by our AI (made-up business). Open it
Task: The demonstration: every service priced.
Design choice: "Book intro call"; comprehensive plan $4,800, ongoing planning from $7,200/yr, retirement income analysis $2,400.
Limitation: Made-up fees, counts and reviews.
| Design | Comprehensive financial plan | Ongoing planning and management | Retirement income analysis |
|---|---|---|---|
| Vaultline | Fixed fee | Ongoing advice | Retirement planning |
| Steady Advice | Add it | Investments | Retirement |
| Harborview Wealth Partners | Planning | Investing | Pre-retirees |
| Northfield Wealth Partners | $4,800 | From $7,200/yr | $2,400 |
A website for [firm], a financial planning firm in [area]. How we are paid, a comprehensive plan, ongoing planning and management, and a retirement income analysis with fees, who we work with, our team and credentials, the required disclosures, and an intro call button.
| Compliance | You control every word. Add your required disclosures and get compliance review before publishing. |
| Client portal | Not built in. Link to the portal you already use. |
| Publishing for free | Free plan: up to 3 template sites on a we.inc address. No AI credits and no custom domain. |
| Having the AI write and change the site | Paid plans: Starter $20/mo, Pro $50/mo, Max $99/mo. You describe the business, then edit by clicking or by asking in chat. |
| Your own domain | Paid plans only. |
| Taking payments | Through your own Stripe account, so the money goes to you. We.Inc does not hold funds. |
| Forms | The AI builds contact and request forms. A synced booking calendar is not built in: link the scheduling tool you already use. |
Start building this financial advisor website. Or check costs with the website cost calculator, test a current site with the website grader, and see pricing.
We.Inc is an AI-powered website builder you can resell under your own brand. Launch a branded client dashboard, bill on Stripe Connect, and deliver AI-generated websites in minutes. White-label plans start at $99 a month for 25 client sites, with a 7-day free trial and no per-site fees.