Monthly Annually
Save 10%
Biennially
Save 15%
Rookie of the Year Hall of Famer Legendary
$49/mo $89/mo $129/mo
$529/yr $961/yr $1,547/yr
$999/2yr $1,816/2yr $2,631/2yr
+ $199 initial setup

Perfect for someone who is optimistic about what lies ahead of them after being selected Rookie of the Year.
+ $299 initial setup

No wonder why we call it ‘the lot’! The Hall of Famer is everything you thought it would be and more.
+ $399 initial setup

On the path to glory? This plan will make you a legend!

Book now »

Book a demo with one of our experts and save $100!

No contracts; No cancellation fees Yes
No contracts; No cancellation fees Yes
No contracts; No cancellation fees Yes
Hosting + Daily Backups Yes
Hosting + Daily Backups Yes
Hosting + Daily Backups Yes
Advisor Dashboard Yes
Advisor Dashboard Yes
Advisor Dashboard Yes
Features
Unlimited Pages Yes
Unlimited Pages Yes
Unlimited Pages Yes
CMS & Revision Archiving Yes
CMS & Revision Archiving Yes
CMS & Revision Archiving Yes
Referral Page Yes
Referral Page Yes
Referral Page Yes
Auto-Save Yes
Auto-Save Yes
Auto-Save Yes
25+ Google WebFonts Yes
25+ Google WebFonts Yes
25+ Google WebFonts Yes
Calculators Yes
Calculators Yes
Calculators Yes
Rotating Banners Yes
Rotating Banners Yes
Rotating Banners Yes
Social Media Links Yes
Social Media Links Yes
Social Media Links Yes
Team Member Manager Yes
Team Member Manager Yes
Team Member Manager Yes
Video Integration Yes
Video Integration Yes
Video Integration Yes
QR Code No
QR Code Yes
QR Code Yes
FAQs No
FAQs Yes
FAQs Yes
Blog Manager No
Blog Manager Yes
Blog Manager Yes
Event Manager No
Event Manager Yes
Event Manager Yes
Mobile Site No
Mobile Site Yes
Mobile Site Yes
Password Protected Pages No
Password Protected Pages Yes
Password Protected Pages Yes
Tools
Forms 1
Forms Unlimited
Forms Unlimited
Statistics Google Analytics & Built-in
Statistics Google Analytics & Built-in
Statistics Google Analytics & Built-in
1 GB Storage $10/month add-on
1 GB Storage $10/month add-on
1 GB Storage Yes
Content
Content Transfer Up to 10 pages1
Content Transfer Up to 20 pages1
Content Transfer Up to 20 pages1
Monthly Articles Yes
Monthly Articles Yes
Monthly Articles Yes
Weekly Articles No
Weekly Articles $20/month add-on
Weekly Articles Yes
Free Videos Not available
Free Videos 2
Free Videos 2
Design & Branding
Design Frameworks 12
Design Frameworks All
Design Frameworks All
Premium Theme No
Premium Theme $20/month add-on
Premium Theme Yes
Branding Personalization No
Branding Personalization Yes
Branding Personalization Yes
Editable CSS No
Editable CSS Yes
Editable CSS Yes
Advanced CustomizationNot available
Advanced CustomizationFrom $599
Advanced CustomizationFrom $599
Landing pages setupNot available
Landing pages setupFrom $199
Landing pages setupFrom $199
Integrations
MarketingLibrary.net No
MarketingLibrary.net Yes
MarketingLibrary.net Yes
Redtail CRM No
Redtail CRM Yes
Redtail CRM Yes
Riskalyze No
Riskalyze Yes
Riskalyze Yes
Sharefile Client Vault No
Sharefile Client Vault Yes
Sharefile Client Vault Yes
Internet Marketing Services(Learn more)
Semiannual Audit $149 per audit
Semiannual Audit $149 per audit
Semiannual Audit Yes
Content Marketing No
Content Marketing From $600/month
Content Marketing From $600/month
Pay-per-click No
Pay-per-click From $1,000/month2
Pay-per-click From $1,000/month2
Social Media Marketing No
Social Media Marketing From $157/month
Social Media Marketing From $157/month
Quarterly Management No
Quarterly Management $85/month add-on3
Quarterly Management $85/month add-on3
Monthly Management No
Monthly Management $235/month add-on4
Monthly Management $235/month add-on4
Customer Support
Create Support Tickets Yes
Create Support Tickets Yes
Create Support Tickets Yes
Marketing & Training Seminars Yes
Marketing & Training Seminars Yes
Marketing & Training Seminars Yes
Knowledge Base Yes
Knowledge Base Yes
Knowledge Base Yes
Live Chat* Yes
Live Chat* Yes
Live Chat* Yes
Email support* No
Email support* Yes
Email support* Yes
Phone support* No
Phone support* Yes
Phone support* Yes

* Live chat, email and phone support is Mon-Fri / 8am-5pm PST

1 Additional transfer of content will be billed on a per page basis at a rate of $150/hour

2 This plan includes a $500 ad spend which goes directly to Google and a $500 maintenance fee for managing the ad campaign

3 This add-on includes quarterly a 45-min phone review of your analytics report and website performance

4 This add-on includes monthly a 45-min phone review of your analytics report, website performance and web marketing results

Frequently-asked Questions

Why do I have to provide my credit card details at sign up?

You must provide your credit card details in order to:

  • work 1-on1 with a member of our production team to personalize your website;
  • submit your website to your compliance team/department for initial review;
  • or take your website live and make it publicly available.

As soon as you create an account, you get instant access to all our features for 30 days (if you would like to upgrade or downgrade your plan, just contact our Sales department). We will send you an order confirmation email immediately after your account is created. We will automatically bill your credit card 30 days after your account is created using the information you provided at signup.

Can I cancel at anytime?

Yes. If you decide that Advisor Websites is not the best solution for hosting your financial practice’s website within 30 days of sign-up and we won’t charge you a dime.

You may elect to terminate your account as of the end of your then current subscription term by providing notice, in accordance with our Terms of Use, on or prior to the date thirty (30) days preceding the end of such subscription term. To terminate your account, please contact our billing department.

Unfortunately, no refunds or credits for subscription charges or other fees or payments will be provided to you if you elect to terminate your subscription.

Can I upgrade or downgrade between plans?

Absolutely. Simply log in to your website dashboard and click the billing menu at the top of the screen, then choose the ‘Order new services’ link under the ‘Services’ menu. You can then select your new plan.

No refunds or credits will be provided to you if you elect to downgrade plan. Downgrading your plan may cause loss of content, features, or capacity of the service as available to you under your account, and Advisor Websites does not accept any liability for such loss.

What if I want to remove the ‘Powered by AdvisorWebsites’ logo?

The final price of your website includes a $299 discount for the placement of the ‘Powered by AdvisorWebsites’ logo. If you would like it removed, please contact our billing department and a one-time $299 fee will be charged on your next invoice.

Do I have to sign a contract?

No, there is no contract. All Advisor Websites’ subscriptions are month to month unless you purchase an annual or biennial subscription. This means that you can cancel, upgrade or downgrade your subscription anytime.

What if I already have a website?

No problem. You may want to consider our White Glove Service where we assist you in upgrading to our system. This program is only available to our MVP and Hall of Famer clients. Our Advanced CSS Customization Add-on may be required in some instances. Please call us at 1.888.946.3188 for more details

What is included in your optional Advanced CSS Customization Add-on

This optional add-on is for advisors requiring some level of advanced design and/or layout customizations such as custom banner work, custom buttons and call to actions, advanced slideshows, advanced RSS feeds design, icon graphic design or custom video embedding. 3 different options are available:

  • Tier 1: One page layout customization, website background customization, one customized function (slideshow, jquery etc…). Price starts from $599, on top on the initial setup fee of $199, additional work billed extra ($150/hour) based on work required.
  • Tier 2: Custom HTML structuring (within any of our existing layout), recreation of your custom website mockup (must be provided in photoshop format), up to 5 pages layout customizations, one customized function (slideshow, jquery etc…). Price starts from $1,599, on top on the initial setup fee of $199, additional work billed extra ($150/hour) based on work required.
  • Tier 3: Fully custom website layout, Advisor Websites will create unique mockup design (2 round of feedback included), custom icon design (8 pack), typography, CSS animation, social media automation, one customized function (slideshow, jquery etc…). Price starts from $3,999, on top on the initial setup fee of $199, additional work billed extra ($150/hour) based on work required.

How much storage to you offer for free?

All clients receive 50mb of free storage for hosting documents (pdf, word doc, excel spreadsheet, powerpoint etc..). See below for the prices for additional storage above the free 50mb:

  • 512mb = $5/month
  • 1gb = $10/month
  • 2gb = $20/month
  • 3gb = $30/month

To add additional storage to your website account, please contact our support department.

What types of payment do you accept?

We accept Mastercard, Visa and American Express. Additional forms of payments may be provided on a case-by-case basis. Please contact our billing department for more information.

Do I have to pay taxes?

Unless otherwise stated, Our charges do not include any taxes, levies, duties or similar governmental assessments, including value-added, sales, use or withholding taxes assessable by any local, state, provincial or foreign jurisdiction. We will invoice you for such taxes if we believe we have a legal obligation to do so and you agree to pay such taxes if so invoiced.

Book a demo »

Unsure which plan is best for you? Call 1.888.946.3188 or