Families and business owners researching a financial planner want to understand your fee structure, who you work with, and what the planning process actually involves before they trust you with their finances. A website that explains all of this earns the introductory call. Free mockup, no commitment.
For Financial Planners in KC
Web Design for Financial Planners in Kansas City
People searching for a financial planner are often making a decision they have been putting off for years — they just got a raise, received an inheritance, are approaching retirement, or realized they have no plan. When they finally search, they compare several advisors and make their choice based almost entirely on trust and clarity. They want to know how you are compensated (fee-only vs. commission vs. AUM), who your typical client is, what the planning process actually involves, and whether you can help with their specific situation. A financial planner website that answers those questions honestly, explains your philosophy, and makes scheduling an introductory call feel safe earns the client who is ready to start.
What families research before choosing a financial planner
- Fee structure — fee-only, AUM percentage, flat fee, commission — how you are compensated
- Credentials — CFP, CPA/PFS, ChFC — what the designations mean and what they require
- Client types — who you typically work with, minimum asset levels, life stages you specialize in
- Services — retirement planning, investment management, tax planning, estate planning, college
- Process — how the relationship works, how often you meet, what a financial plan looks like
What your financial planning website would include
- Fee transparency — how you charge, why it matters, fiduciary obligation explained plainly
- Credentials — CFP designation, what it requires, fiduciary standard, regulatory oversight
- Who you serve — client profile, life stages, minimum asset level if any, ideal client description
- Services — retirement, investment management, tax strategy, estate coordination, college planning
- Process — initial consultation, data gathering, plan presentation, implementation, ongoing reviews
- Intro call form with life stage, primary concern, assets range, what prompted the search
What clients say
“People were hesitant to call because they did not understand how I charged and were afraid they would be sold something. The new site with a clear fee-only explainer, a section on fiduciary duty, and a description of who I typically work with completely changed the quality of introductory calls. Prospects came in already trusting the model and asking the right questions instead of testing whether I was going to try to sell them a product.”
— R. Whitfield CFP, financial planner, Prairie Village, KS
Simple pricing
A financial planner site with services, fee explainer, and consultation form starts at $275. A full site with client profile, process walkthrough, and credential detail is $525–$1,050. One new client covers the cost. No contracts, no monthly fees.
Ready to get started?
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