NixMar Studio builds websites for financial advisors, RIAs and wealth managers in Greenwich, Fairfield County and lower Westchester, designed around the SEC Marketing Rule.
Advisor websites from $2,500
Referrals still start most relationships in Greenwich and across Fairfield County, but the prospect checks your website, and often your Form ADV, before the first meeting. The site has to confirm what the referral said: who you are, who you serve and how you're paid.
Team bios with credentials such as CFP, CFA and CPA, your custodian relationships, a plain-language fee page and a direct link to your firm's record on the SEC's Investment Adviser Public Disclosure site.
Pages for the clients you want, whether families, business owners preparing for a sale, retirees or foundations, each describing the planning problems you solve for them.
Study the financial advisor website examples prospects respond to and a pattern appears: they feel personal, specific and calm. They say who the firm serves, show the people behind it and make a first conversation easy to book. These are ideas we build into wealth management and financial planner websites, subject to your compliance review. For NixMar's own recent work, see our portfolio.
"Planning for business owners preparing to sell" tells the right prospect they're in the right place faster than a generic promise about building wealth.
The steps from first call to finished plan, how often you meet and what clients receive, so the introductory meeting starts with fit instead of basics.
Prospects want to see who they'll sit across from. Professional photos of your actual team beat stock handshakes and city skylines.
A calendar link on every page for a short introductory call, beside a simple contact form that asks for no account details.
Rule 206(4)-1 governs advisers' advertisements, and your website is one. We build the templates so required disclosures travel with the content. Our SEC Marketing Rule website checklist goes through each requirement in detail.
Each one needs clear and prominent disclosure of whether the person is a client, whether they were compensated, and any material conflicts of interest. We build the testimonial block so it can't publish without those fields.
A rating needs its date, the period it covers, who created it and any compensation paid to obtain it. We store those details with each badge.
If you show performance, net results must appear with at least equal prominence to gross, alongside one-, five- and ten-year periods. We build tables to that structure; your compliance team supplies the numbers.
SEC-registered advisers serving retail investors must post their current relationship summary prominently on their website (Rule 204-5). We link it from every page footer and the About page, and make it easy to swap when you file an update.
Advisers must keep a copy of each advertisement for at least five years (Rule 204-2). We connect a web-archiving service or keep dated snapshots of every published page.
This is general information, not legal advice. Your chief compliance officer approves the final copy.
If your advisors are also registered representatives of a broker-dealer, the site is a FINRA retail communication too, and a registered principal must approve it before use under FINRA Rule 2210. State-registered advisers follow their state's advertising rules rather than the SEC's. The review workflow and disclosure fields work the same way under any of these regimes.
Most firms don't need to build a portal; they need the website to hand clients off cleanly to the one their platform already provides. When a custom layer does pay off is covered in our client portal build vs buy guide.
Your reporting platform or custodian already provides a client portal. We add a clear client login, with single sign-on where the platform supports it, instead of building a second portal you'd have to secure.
Upload links from your document-management vendor and meeting booking tied to your calendar, so clients never email statements or account numbers.
Amended Regulation S-P requires an incident-response program, oversight of service providers and customer notice within 30 days of certain breaches; smaller firms had to comply by June 3, 2026. Your web vendor is a service provider, so we document exactly what data the site handles, ideally nothing beyond contact details.
Market commentary and planning articles are how advisors earn search traffic, and every post is an advertisement subject to review. We set up a draft, compliance review and publish workflow with an approval record, so nothing goes live unapproved and each approved version is archived. Our SEO service helps choose topics prospects actually search for.
Advisors usually choose between three routes. A general website builder is the cheapest but leaves compliance entirely to you. Advisor website providers offer templates with disclosure tools, content libraries and review workflows on a subscription. A custom website costs more up front, but it's designed around your firm and clients, wired into your own review and archiving process, and owned by you.
| Factor | Template or website builder | Advisor website provider | Custom website with NixMar |
|---|---|---|---|
| Upfront cost | Lowest: a monthly plan, plus your time | Monthly subscription, sometimes with a setup fee | Fixed quote, from $2,500 |
| Compliance tools | None built in; disclosures added by hand | Usually disclosure fields and a review workflow | Disclosure fields, review workflow and archiving set up for your CCO's process |
| Content | You write it | Shared article libraries other firms also publish | Written for your firm, approved by compliance |
| Design | Shared themes | Templates, customized within limits | Designed for your firm and clients |
| If you leave | Content is yours; the design usually stays | Check the contract: design may stay with the provider | You own the code, domain and content |
| Time to launch | Days, plus compliance review | Usually quick, on an existing template | Typically 3 to 5 weeks, plus compliance review |
We meet your CCO early to confirm registration, disclosure needs, archiving and review steps, then send a fixed-scope quote.
Page designs and draft copy delivered in a format your compliance team can mark up.
We build the site, connect the portal, scheduling and archiving, and load approved content only.
A final compliance sign-off, a launch snapshot for your books and records, and a walkthrough of the review workflow.
Advisor and RIA websites start at $2,500. Custom client dashboards, reporting layers or portal workflows start at $10,000; our custom software development page explains how those projects run. Archiving and portal vendors bill separately. You get a fixed-scope quote before work starts; see all packages on our pricing page.
A provider suits firms that want a quick template site with built-in disclosure tools and don't mind sharing designs and article libraries with other firms. A custom site fits firms that want a distinct brand, their own content and full ownership, with the same disclosure and archiving controls. Custom advisor websites start at $2,500.
Yes, under the SEC Marketing Rule, with conditions: clear and prominent disclosure of whether the person is a client, whether they were compensated, and any material conflicts of interest. Your compliance team decides what runs; we build the disclosures into the page.
Rule 204-5 requires SEC-registered advisers to post the current relationship summary prominently on their website, in a location and format easily accessible to retail investors. We link it from every page footer and from the About page.
Rule 204-2 requires advisers to keep a copy of each advertisement for at least five years. We integrate a web-archiving service or keep dated snapshots of every published version of the site.
Usually not. Most reporting platforms and custodians include a client portal, and we connect it with a login link or single sign-on. When you need a custom dashboard or workflow, custom software starts at $10,000.
Advisor websites start at $2,500, and custom client dashboards or portals at $10,000. You receive a fixed-scope quote before we start.
Want a website your CCO signs off on quickly?
Tell us your registration, custodian and portal. We'll reply with a fixed-scope quote.
