Responsive Website Design for Financial Advisors

Financial Advisor WordPress Themes

Creating meaningful websites that draw and keep clients. Choose a website plan that fits your budget.

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Gorgeous Design

Clean designs great for any financial firm.


Content Management & Editing

Easily update, change or delete content.

Fully Responsive

One website, many devices.

Choose From Affordable Website Pricing Plans

Marketing begins with your company website. Advisor Designs helps financial advisors create meaningful websites that draw and keep clients. Choose a website plan, theme and pricing that fits your budget.


  • Setup WordPress
  • Do-it-Yourself Theme Setup
  • Desktop & Mobile-Friendly
  • SEO-Friendly URLs
  • Essential Plugins to run Backups, Forms, Per-page SEO, additional Security and End User Comment Control
  • Google Analytics Setup – $299
  • Customization – $150/hour
  • Website Maintenance – $150/hour
  • Our basic plan includes WordPress installation and admin setup – ready for you to enter content for your online presence.
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  • Setup WordPress & Install 1 Theme
  • Unlimited Theme Options
  • Desktop & Mobile-Friendly
  • SEO-Friendly URLs
  • Essential Plugins to run Backups, Forms, Per-page SEO, additional Security and End User Comment Control
  • Google Analytics Setup
  • Up to 8 Hours Customization
  • Website Maintenance – $150/hour
  • Pulls out all the stops! Everything in our Business plan plus choose ANY WordPress theme from any developer, and we customize it to your firm.
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Need hosting guaranteed to meet WordPress requirements?

$50/month fast and reliable website hosting with free IMAP/POP email hosting.


Compliant Data Archiving

Stay compliant with FINRA, SEC, FFIEC and FCA regulatory notices regarding all business-related electronic communications. SEC Rule 17-a3 and 17a-4. Our partnership with PageFreezer enables us to bring you full-service website and social media archiving.

Frequently Asked Questions

Can I use my domain name?

Yes! During the design process, your website will be viewable at a test domain, however, when we launch your new site, we will connect your domain ( And we will take care of that part for you!

Will our current site stay live during new site development?

Yes. Your new website will be designed in a development area so there is no down time!

Are WordPress theme designs and layouts flexible?

Yes. The look and feel of a WordPress theme is governed by the theme’s developer and they may include customization settings such as colors, fonts, images, content and sidebar widgets. Customizations not available within the theme’s settings can often be accomplished by our skilled programmers – just ask!

How much customization time is included in base plans?

Within the base price, our plans include 8 hours of customization time. Additional time is available at our hourly rate ($150/hour).

How fast is the turn-around time?

Websites go live quickly. As soon as we have all your project deliverables (text, images, sitemap, special instructions), sites can be completed in as little as 10 ‐ 15 business days.

Is Advisor Designs' websites a cost effective solution?

Yes! The cost is much less than a completely custom website which can often be over $8,000.

When will I be charged?

All projects exceeding $500.00 require an initial 50% non-refundable deposit that is due upon the date your project estimate is accepted and converted to an invoice.

For projects completed within 30 days after the date of the invoice, the balance will be due upon the completion of the project or 30 days from the date of the invoice, whichever occurs first.

For projects not completed within 60 days, a milestone payment in the sum of the invoice balance is due 60 days from the date of the invoice and then every 30 days after that. 30-day interval milestone payments are the sum of the invoice balance and due every 30 days until the project is complete.

Do I own the site?

Yes. Although you may choose to hosted with us, WordPress open source and therefore free, the content is yours and you are free to use the customized theme design even if you leave Advisor Designs hosting.

What do I need to provide?

With our Business and Pro plans, you must provide the content for your site. Some examples of website content are your company logo and other images, text content, outside links, third-party code snippets.

What file format should our company's website copy be provided in?

Microsoft Word documents are the best way to provide us with your copy. We also accept plain text editor .txt files.

Who will make updates to my site?

WordPress content management editing is incredibly easy to use and many of our clients prefer to update their website on their own. However, we can make edits and updates for you very quickly as you need them over time — you’re buying in to a company that provides a high level of personal service.

Where can I get royalty free images?

Although themes may come with default images, we suggest choosing your own images to personalize the site to your company and messaging. There are many stock image providers; we like the variety and search capabilities at iStockphoto.

Don’t Be Shy.

If we didn’t answer all of your questions, let’s talk. Feel free to schedule a Get Acquainted Meeting during a time that works for you.

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In Our Clients’ Words

Don’t just take it from us, let our customers do the talking!

“I only have wonderful things to say about the team at Advisor Designs. They understand that I am not familiar with a lot of technical verbiage – nor do I want to be. Yet, we communicate very well and I always feel my project is their top priority. I describe what I want to achieve and Advisor Designs figures out a cost effective, creative and efficient way to meet my objectives. I have been extremely pleased with the timeliness, cost and quality of their work. I have employed them on a number of occasions to find ways to enhance our existing website, provide ongoing website updates and maintenance, and to brainstorm on other ways we can use technology and the Internet to grow our business. All of these services have exceeded my expectations. I highly recommend AD.”

Sheryl Garrett, CFP®, AIF®

“Ben Perron and Advisor Designs have been extremely helpful to me during my website design. It’s a very good value for your business. Studies I have read indicated that 74% of consumers refer to a website before making a buying decision. I don’t know if that is accurate or not, but who you choose to assist you with your website is an important decision for your business. I was referred to Advisor Designs and Ben by another planner and I am very glad that I followed up on the referral. Choose Ben’s company for your website design. You’ll be glad you did when your site is complete.”

Chris Parker, CFP®

“We had an excellent experience working with Ben Perron at Advisor Designs. We replaced a template driven site (from a large provider of financial services web sites) with a finely crafted custom site. The results are fantastic on several fronts:

  • Our site much better represents our firm.
  • The visual appeal has increased tremendously.
  • Our ability to manage the web site and measure traffic is great.

Ben challenged us to be open to new ideas but also was patient as we were strongly opinionated about specific criteria. Our site was completed on time and on budget. We highly recommend Ben and Advisor Designs.”

Jay Berger, CFP®