Professional Websites for Independent Financial Advisors
Fee-only, fiduciary, and independent advisors deserve a digital presence that communicates their advantage over commission-based competitors. LeadStax builds it for you.
Why most financial advisor websites underperform
Fiduciary advantage is invisible online
Your fee-only fiduciary status is your biggest competitive advantage over wirehouse and commission-based advisors. Most advisor websites bury this or don’t explain it at all.
Compliance restricts what you can say
FINRA and SEC guidelines restrict advisor marketing in ways most web agencies don’t understand. Content that seems harmless can create compliance issues.
Trust takes time — your website needs to accelerate it
Financial advisory is a high-trust sale. Your website needs to build credibility faster than a cold call ever could — through credentials, process, and client outcomes.
What you get with your financial advisor website
Everything an independent advisor needs to look professional, build trust, and convert prospects online.
See an example financial advisor site
Browse a live example built specifically for independent financial advisors.
Summit Financial Planning
A fee-only financial advisor site with fiduciary positioning, credential highlights, and discovery call booking.
View ExampleSimple, transparent pricing
Two plans. No hidden fees. No long-term contracts.
Launch + CRM
Website plus CRM, automation, and pipeline
$997 one-time setup
Frequently asked questions
Do you understand FINRA and SEC content restrictions?
We take a compliance-conscious approach to financial advisor content, avoiding specific performance claims and following general best practices for advisor marketing.
Can you explain fee-only vs commission on my site?
Yes. We write clear, compelling copy that explains the fiduciary advantage and fee-only model to prospects who may not know the difference.
What credentials do you feature?
We prominently display CFP, CFA, ChFC, and other credentials throughout your site in ways that build trust with prospective clients.
Do you work with RIAs?
Yes. We work with independent RIAs, CFPs, and fee-only planners across the country.
Ready to Get Your Financial Advisor Website?
No credit card. No contract. Just a conversation about what you need.