Financial Advisor Website Templates

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.

3 financial advisor website templates

Fee-Transparent Financial Advisor (Business; demo site: Vaultline)
Retirement Financial Planner (Business; demo site: Steady Advice)
Fee-Only Wealth Management Firm (Business; demo site: Harborview Wealth Partners)

What a good financial advisor website needs

How you are paid

Fee-only, flat fee, hourly or a percentage of assets. Say it on the first screen.

Services with a fee

A one-off plan, ongoing management and retirement income work are different purchases. List each with its fee or range.

Who you work with

Retirees, business owners, a minimum, if any. It saves both sides a wasted call.

Required disclosures

Registration details and the disclosures your regulator requires. Have compliance review the page before publishing.

How to pick the right one

Fees are your selling point: Vaultline has Fees, Process, People and Contact, and a fee-first headline.
Plain-English planning for retirement: Steady Advice has Services, How it works, Fees, Team and "Book a free first call".
Families and business owners: Harborview has Services, Fees, Process, Team and "Schedule an introductory call".
Replace every demo registration number, year and credential with your own.

Frequently asked questions

Are these templates free?

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.

Can clients book a call on the site?

Scheduling is not built into these templates. Link the call button to the calendar tool you already use.

Is this compliant for a registered adviser?

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.

Other template collections

Building sites for clients?

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.

Three advisor layouts, compared on three services

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.

How these were picked

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.

1. Fee-Transparent Financial Advisor

Business template from the We.Inc library (demo site: Vaultline). 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.

2. Retirement Financial Planner

Business template from the We.Inc library (demo site: Steady Advice). 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.

3. Fee-Only Wealth Management Firm

Business template from the We.Inc library (demo site: Harborview Wealth Partners). 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.

4. Northfield Wealth Partners

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.

Task comparison

Design	Comprehensive financial plan	Ongoing planning and management	Retirement income analysis
Fee-Transparent Financial Advisor	Fixed fee	Ongoing advice	Retirement planning
Retirement Financial Planner	Add it	Investments	Retirement
Fee-Only Wealth Management Firm	Planning	Investing	Pre-retirees
Northfield Wealth Partners	$4,800	From $7,200/yr	$2,400

Walkthrough: a near-retiree on the Northfield sample

They read "We are paid by you and nobody else" and tap "See our fees".
They compare the retirement income analysis at $2,400 with a full plan at $4,800.
The FAQ explains what fee-only means.
They tap "Book intro call", which you link to your calendar tool.

Copyable build brief

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.

What We.Inc does and does not do here

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 $49/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.

What to adapt

Say how you are paid on the first screen.
Put a fee on each service.
Use your real registration details.

What not to copy

Demo credentials.
Return or performance claims.

Start from a suitable design

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.