Financial advisor web design
Prospects research an advisor long before they email one. I build advisor websites that communicate trust, explain your process clearly, and hold up to compliance review.
Where I’d start with your firm
Before designing anything, I look at your current site the way a prospect quietly researching advisors would. These are the first things I check:
- Is it clear within a few seconds who you serve and how you’re paid?
- Is your planning process explained step by step, so a prospect knows what working with you looks like?
- Are disclosures and compliance needs built into the pages instead of bolted on at the end?
Whatever turns up goes into the plan and the fixed quote, so you know exactly what you’re getting before anything starts.
The website your clients expect to see
Prospects research an advisor quietly, sometimes for months, before reaching out. Your website does the early relationship-building: who you serve, how you work, and why you can be trusted with what they have built.
What’s included
Trust on arrival
Credentials, who you serve and how you’re paid are clear within seconds.
Compliance built in
Disclosures and review steps are planned into the site from the start, and final approval stays with your compliance team.
Your process, explained
Prospects see what working with you looks like step by step, so the first meeting starts further along.
Ways to stay in touch
Meeting booking, guides and newsletter signups for the prospects who are still researching.
Serving: clients nationwide · Based in Utah
Features that win more clients
Trust-first design
Credentials, fiduciary positioning, and clarity about who you serve.
Process pages
Your planning process explained step by step before the first meeting.
Compliance-aware build
Structured to accommodate broker-dealer or RIA review, disclosures included.
Lead magnets
Guides and checklists that capture the researchers not ready to call.
Meeting scheduling
Calendar booking that fits a relationship business.
Advisor bios
Backgrounds and designations presented the way prospects vet advisors.
Service tiers
Planning, wealth management, and specialty services on their own pages.
Client login links
Portal links surfaced where existing clients expect them.
Review & testimonial handling
Social proof used within what your compliance allows.
Local SEO foundation
Schema and structure for advisor searches in your area.
Mobile-first design
Clean reading experience on every device.
Easy self-editing
Update market commentary and team without a developer.
How it works
Discovery call
We talk through who you serve, your compliance requirements, and what prospects need to see before they book a meeting.
Structure and disclosures
Services, credentials, and required disclosures planned in Figma so compliance is part of the design, not an afterthought.
Design and build
A restrained, credible design with your real team, clear service explanations, and a simple way to book an intro meeting.
Review and launch
Pages reviewed with you or your compliance contact before launch, then video training and 30 days of support.
Related work
View all work
Hi, I’m Dylan
Highr Labs is my studio, and you work with me directly. The person who designs your site also writes the code, answers your emails and picks up when something breaks.
- Custom design and code, never a template
- A fixed quote before any work starts
- Video training at handoff, so you can run the site yourself
- Fast replies, with no account managers in between
What clients say
“Contracted Dylan for a project, from a referral. I discussed my problem, and he creatively came up with a solution, and he executed it as promised. We had two calls, one for project scope, and the other for delivery. Always prompt on email. Glad I’ve found him, will use again.”
“Dylan was very professional and helped me build my Squarespace website. He guided me through the whole process and made it easy.”
“Dylan was phenomenal. He exceeded all my expectations, and went above and beyond to create a premium business website at a reasonable rate. I would recommend Dylan to anyone looking to create or enhance their website! He’s an absolute pleasure to work with.”
From the studio
Pricing
One-time
Squarespace website builds
A custom website designed and built on Squarespace. You pay once, own it outright, and run it yourself after a video walkthrough. For a new site or a redesign.
Monthly
AI built + hosting plans
Built your site with Lovable, v0, Bolt or Claude? It stays exactly as you made it. I host it, fix it, and keep improving it for one monthly price, month to month. No site yet? I can build it too.
Starter
$2,500One-time
A perfect choice for small businesses or individuals who don’t need a big website. Just enough to get you out there with confidence and start growing.
- Up to 4 pages
- Responsive website (tablet & mobile)
- 2 rounds of revision
- Video training on your website
- Handed off and live in 2–5 weeks
- 30 days email support post launch
Professional
$3,500One-time
The best choice for growing businesses ready to take their website to the next level. Extra custom touches that will separate you from the rest.
- Up to 7 pages
- Responsive website (tablet & mobile)
- 3 rounds of revision
- Basic SEO (title, description, tags)
- Video training on your website
- Handed off and live in 2–5 weeks
- 30 days email support post launch
Advanced
$5,000One-time
The ultimate website design experience for businesses needing the best of the best. We push Squarespace’s limits to get you a website that is a perfect fit.
- Unlimited pages
- Responsive website (tablet & mobile)
- Unlimited rounds of revision
- Unlimited code (custom features)
- Advanced SEO
- Video training on your website
- Handed off and live in 4–8 weeks
- 30 days email support post launch
Custom
Let’s talk
Ecommerce, memberships, and complex builds that don’t fit a package. Scoped to exactly what your business needs.
- Everything in Advanced
- Ecommerce & memberships
- Scoped together on the call
- Fixed quote before we start
Every build gets a fixed quote before we start, never hourly. Full pricing details
Care
$250per month, or $2,500 a year paid upfront
Your AI site, hosted and handled. You never touch a deploy again.
- Hosting, deploys and SSL managed
- Backups and uptime monitoring
- Bug fixes
- Unlimited requests, handled in order
- Email support, 2-day response
Grow
$495per month, or $5,000 a year paid upfront
Hosted, maintained, and actively worked on every month.
- Everything in Care
- On-page SEO upkeep every month
- AI search optimization every month
- Priority turnaround
- Monthly summary of what shipped
Scale
$895per month, or $9,000 a year paid upfront
A site that grows: new pages, rankings, and a plan behind it.
- Everything in Grow
- A new SEO page or feature every month
- Ranking campaign
- Same-week priority
- Quarterly strategy call
Custom
Let’s talk
Multiple sites, web apps, dashboards, or a heavier pace.
- Scoped to your stack
- Fixed monthly price before we start
- Monthly or yearly billing
No site yet?
I’ll build it, then run it.
I design and build your site custom on the same modern stack for a reduced one-time build fee, quoted on the call. Then it runs on any plan above, month to month.
Month to month, or pay yearly upfront at a flat rate and save up to $1,740. How the AI plans work
Financial advisors website FAQs
It depends on how many services you explain and which booking or compliance pieces you need. You get a fixed quote up front, before any work starts. The packages are listed in the pricing section above.
It is built to accommodate your broker-dealer or RIA review process, with disclosures placed properly. Final approval always sits with your compliance team.
Yes. Calendar booking and downloadable guides are standard parts of advisor builds.
Most advisor sites hand off in 2 to 5 weeks.
Yes. Commentary, bios, and disclosures are all editable with the included video training.
Not for an advisory practice yet, and I’d rather say that up front. The parts that win clients are the same ones I build for every site, and every advisor site gets planned around your compliance review from the start.
Often yes, but it depends on your registration and your firm’s policies. Under the SEC marketing rule, many RIAs can use testimonials with the required disclosures. I build the section, and you and your compliance team decide what goes on it, or whether it goes up at all.















