Financial Advisor Website Builder

Build a financial advisor website that explains how you work and who you work with. Describe your services, fee model, and ideal clients, and Meku generates an advisor site with service pages, process explanations, and built-in consultation booking.

Type:

// Battle-Tested and Trusted by Builders and Fast-moving Teams Worldwide.

// Core Features

What Your Advisor Website Includes

Service and Planning Pages

A page per service covering retirement planning, investment management, tax planning, and estate planning, with what each involves and who it suits.

Fee Structure and Minimums

Your fee model stated plainly, whether fee-only, AUM-based, or flat fee, along with any account minimums.

Credentials and Disclosures

Certifications, registrations, firm ADV access, and required disclosures are placed where prospective clients and regulators expect them.

Consultation Booking

A discovery call or consultation request form that asks only what you need before the first conversation.

// Simple Process

How It Works

See how the meku works in just a few simple steps.

1

Describe your services, your fee model, and your ideal clients

2

Meku generates an advisor site with service, process, and contact pages

3

Customize content, disclosures, and forms using prompts

4

Connect your database, add a domain, and publish

// Features

Features by Plumbing Service Type

Independent RIA and Advisory Firms

  • Service pages by planning need
  • Fiduciary and fee structure detail
  • Advisor credentials and registrations
  • Discovery call booking

Retirement and Financial Planners

  • Pages by life stage
  • Planning process explanation
  • Educational article content
  • Consultation request forms

Wealth Management Firms

  • Service pages by client segment
  • Team and credential listings
  • Investment philosophy pages
  • Private client inquiry forms

Specialist and Niche Advisors

  • Pages for a specific profession or situation
  • Situation-relevant planning content
  • Minimums and fee transparency
  • Focused inquiry form
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Why Use Meku for an Advisor Website

Meku builds advisor sites around your services and client focus, not a compliance-approved template shared across a broker network.

  • React and Tailwind code you can read and edit
  • Built-in SEO controls for service and niche pages
  • Database integration for consultation requests and inquiries
  • Custom domain and hosting with SSL included

Advisor website providers charge a monthly fee and reuse the same layout and stock content across firms, making it hard to explain what sets your practice apart.

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Who This Is For

For advisors, planners, and developers building sites for advisory firms.

  • Independent advisors launching or leaving a broker-dealer
  • Fee-only planners explaining their model
  • Firms targeting a specific client niche
  • Developers building sites for financial clients

If prospective clients research how you charge and who you serve before booking a call, this builder fits your workflow.

Start Building Your Advisor Website

Generate a financial advisor website with service pages, fee details, and consultation booking using AI.

// Find Answers Fast

Frequently Asked Questions

Get quick answers to common questions. Still need help? Contact us.

Service pages explaining what you do, your fee model and any minimums, your credentials and registrations, and a clear way to book a first conversation. Prospective clients are usually trying to work out cost and fit, so leaving fees off the site tends to reduce inquiries rather than protect them.

SEC and FINRA rules govern advisor marketing, including how testimonials, endorsements, and performance figures may be used, as well as requirements for the record retention of marketing materials. Rules differ by registration type and change over time, so review the site with your compliance officer before publishing.

The SEC marketing rule permits testimonials under specific conditions, including required disclosures about compensation and conflicts. What is permitted depends on your registration and firm policy, so confirm the requirements with compliance before adding them.

Broad advisor sites compete against every firm in the market. Sites built around a specific profession, life stage, or situation face far less competition in search and give visitors a clearer reason to think you understand their circumstances.

Searches usually combine a need with a location or a client type, such as retirement planner plus city, or financial advisor for a specific profession. Separate pages for each service and niche match those searches better than one general page.

Yes. Update services, fee information, disclosures, and pages anytime using prompts, which matters when registration details or rules change.