DIY builder
Consider it when someone on your team can own the writing, design, updates, and provider configuration.
Check: staff time, accessibility, review workflow, add-on costs, and whether content can be exported.
Financial advisor websites: templates or custom?
Compare design, publishing, support, ownership, and total cost before choosing a website partner for your RIA or wealth firm.
Four realistic paths for an advisor website.
TMN Creative sells custom websites. This is our buying guide, not an independent ranking. A well-chosen platform or agency may be the better fit for your firm.
How much should a financial advisor website cost?
TMN's published prices are shown below. For cost drivers, ownership terms, and the 3-year subscription comparison, read the financial advisor website cost guide. Other vendors set their own prices, terms, and scope, so compare current quotes before deciding.
| Option | Published or quoted cost | Billing model | Best for |
|---|---|---|---|
| DIY builder (Wix, Squarespace) | Check current platform pricing | Platform subscription, add-ons, and internal staff time | Firms with the time and skills to build and maintain their own site |
| Advisor website platform | Quoted by vendor | Vendor-defined subscription or contract | Firms prioritizing a managed platform and its included publishing or marketing tools |
| TMN Creative custom build | Starter Refresh from $2,250 Full Site Rebuild from $3,750 Custom Studio Build from $5,000 | Defined project fee. Optional RIA Site Care is $100/mo. Publishing and archive services are separate add-ons, detailed below. | RIAs that want a hand-coded site, direct founder access, and project-file ownership after full payment under the signed agreement |
| Traditional agency | Quoted by scope | Agency-defined project and support terms | Firms that need naming, a full visual identity system, custom photography or video, collateral, and a broader multi-stakeholder brand program |
What would you pay monthly at TMN?
RIA Site Care is $100/month. The Managed Publishing Portal is a $150 monthly add-on, and Compliance Site Care is a separate $250 monthly add-on. We confirm the selected services and combined monthly price before activation. These services are separate from the one-time build fee. Third-party software and work outside the agreed scope cost extra.
AUM and total budget are not website deliverables. Compare page architecture, copy, content migration, integrations, stakeholder review, and whether the assignment includes naming or a full brand identity system. TMN's Custom Studio Build covers the published website scope. Naming and a full visual identity program are outside that tier.
What an RIA website needs to prove.
Financial buyers are careful. The site should answer the quiet questions they are already asking.
Who you serve
Name the client profile clearly: retirees, business owners, executives, physicians, families, or institutions.
How you help
Explain planning, investment management, tax coordination, estate planning, or lending without hiding behind jargon.
Why you are credible
Use advisor bios, credentials, registrations, firm history, custody relationships, and proof where permitted.
How the firm is paid
Fee context, minimums, or engagement model can qualify serious prospects before anyone spends time on a call.
Where disclosures live
When applicable, make firm-supplied ADV brochures, Form CRS, privacy notices, and footer disclosures easy to find and easy for the firm to review.
What happens next
Give one calm path to a meeting, routed through Calendly, Wealthbox, Redtail, HubSpot, or the firm's preferred workflow.
Don Douglas Hilario, CFP, Founder, Hilpan Moxie Wealth Management, an SEC-registered RIA in Irvine, California
Verified client review on Clutch, Sep 3, 2026
A live RIA build: Hilpan Moxie.
Hilpan Moxie Wealth Management is an SEC-registered RIA in Irvine, California, serving technology professionals with RSUs and concentrated stock. TMN Creative built its website with 29 migrated articles at their original URLs and a publishing portal the founder uses himself.
The firm's compliance consultant supplied the disclosures. TMN placed that language as provided. This is evidence of the delivered website and workflow, not a claim about investment outcomes, rankings, or lead volume.
Parks Wealth Partners is a separate broker-dealer-affiliated example. TMN built the dual-registered, fee-based practice's site for a breakaway advisor launching a marketing name under Osaic Wealth, including 8 Maryland and South Florida market pages and a broker-dealer advertising review before launch.
Short answers before you compare vendors.
What is the best option?
Established firms should compare how well each option supports positioning, review, ownership, and the buyer journey.
What should it cost?
TMN advisor websites start at $2,250 for a focused refresh, $3,750 for a full rebuild, and $5,000+ for custom firm positioning.
What should it include?
Clear positioning, bios, services, fee context, disclosure access, forms configured for the firm's approved intake path, proof, and one simple path to a consultation.
6 questions to ask any advisor website vendor.
Ask each vendor for written answers covering the same scope. TMN Creative's answers below reflect its published RIA Site Care terms.
What is your response target after launch, and is it in writing?
TMN Creative's answer: a target response within 1 business day, direct from Trevor Niemann by email, with no ticket system and no account manager. It is written into the RIA Site Care agreement rather than described with adjectives.
How fast do routine approved changes actually go live?
TMN Creative's answer: routine approved changes to existing pages are typically deployed within 2 business days of approved copy. Routine means changes to existing pages. New pages, sections, functionality, and design work are quoted in advance.
What is the hourly rate for anything out of scope?
TMN Creative's answer: $150 per hour, quoted in advance and only with written approval. Nothing out of scope proceeds without the firm approving it first.
If I cancel, what do I receive and how quickly?
TMN Creative's answer: the complete current website package within 5 business days of written cancellation, including the website files, published content library, deployment configuration, and the information needed for cutover. Site Care is month to month with no minimum term and no cancellation fee.
Who owns the website files, and is there a proprietary CMS?
TMN Creative's answer: we build static websites in HTML, CSS and JavaScript. WordPress is not the standard platform for these builds. After full payment, the firm receives ownership of the website files and project assets created specifically for its project, as defined in the signed agreement. The firm owns its published content.
A client-owned CMS for agreed content is included with Full Site Rebuild and Custom Studio Build when needed. The optional Managed Publishing Portal is a separate maintained service for routine publishing, and while the service is active, its application, source code and authentication remain TMN Creative's. A content export does not include that software.
Third-party accounts, licensed assets, domains, hosting and integrations have separate terms. Staff editing, independent hosting and handoff requirements are agreed before the build.
Is compliance review or approval included?
TMN Creative's answer: no. Ask any vendor who says otherwise to show the approval in writing from your CCO or counsel. TMN prepares copy and disclosure placement for the firm's review. The firm's CCO, counsel, or broker-dealer review desk interprets the rules and approves the final site.
Discuss your firm's website.
Share your current site, the clients you serve, any content to migrate, and who reviews the site before launch. Trevor or Taylor will review the scope, timing, and investment with you.