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By Blair Kelly Outreach

Financial Advisor Fees: How to Include Them On Your Website

11 minute read
Financial Advisor Fees: How to Include Them On Your Website Featured Image

When you are shopping for a product or service, what is one of the first things you look for? The price.

Being upfront about what you charge and why is critically important – especially in our digital-first world, where you may not even have the opportunity to discuss your services and fees in person if you don’t make the cut during a prospect’s online research.

If you don’t share your fees, you also risk leaving the impression (to those visiting your website for the first time) that you have something to hide, or just downright high fees.

So, let’s talk a bit more in-depth about why you SHOULD share your fees on your website – and look at some examples of financial advisory firms that have done a great job setting up a fees page that converts visitors. 

Why Is It Important to Share Pricing/Fees On Your Advisor Website?

In the past, many financial advisor or investment advisory firm’s sites have mentioned “meeting in person to discuss fees and pricing”.  This was often done because advisors felt like they couldn’t “show the value of their service” on their website alone – they needed to have a conversation about it.

While we agree that yes, you do want to provide some context to the fees you charge and articulate value, you CAN do this on your website. Again, NOT listing fees at all and simply hoping that you will get the chance to discuss with a prospect in person is simply a terrible strategy. It was bad in 2008. It is simply horrible in 2020.

Wealthkeel LLC is a Philly-based advisory firm focused on working with Gen X/Y doctors. They operate under a subscription based model.

Why You Should Include Fees On Your Financial Advisory Website:

  1. By not including pricing information right on your website, the impression you end up giving is that you are actually really expensive. This is because when we don’t see prices at all, we typically assume that the product or service is more expensive, not less so. This could cause a prospect who may in reality be a good fit for your firm, to never even book the introductory call.
  2. Advisors may also worry that prospects will compare their prices to other advisors, and they will lose out on a potential client if their price is too high. However, if you don’t put this information on your website to begin with you may not even get the opportunity to talk to them in the first place.
  3. Your financial planning fees are actually required by law to be open to the public. So if they’re not easily accessible through a communication channel such as your website, it may seem like you are trying to hide pertinent information and it can be difficult for prospects to find the information that they are in search of.
  4. It makes it harder for COIs (Centers of Influence) or others to refer you if they aren’t clear on price.
  5. Listing your fees up front will also enable you to conduct an initial pre-screening, rather than taking the time to meet with someone who can’t meet your minimums in the first place. One of the most wasteful things you can do, from a business development perspective, is to spend time meeting with prospects who won’t actually be able to do business with you. When potential clients can see what it costs to work with you, then they can either get started or move on without having a meaningless meeting.


How To Creatively Include Financial Advisor Fees On Your Website

We have worked with thousands of wealth management firms to ensure that their websites are modern, cohesive and following best practices for lead generation. The sites we’re sharing below are all Twenty Over Ten clients (see more examples of advisor sites from Twenty Over Ten here) and we think they all are wonderful examples of how to correctly and creatively display fees on your website.

Myra Wealth:

Twenty Over Ten client, Myra Wealth, is incredibly straight forward in their “pricing” section of their website.

In the above image, you couldn’t really be more clear than the plan options listed out to the left, then the services that you will be getting in the middle of the page.

Additionally, there are add-ons listed at the bottom that list out the price for if you want to add on tax returns, estate planning and immigration.

We love how straightforward Myra Wealth was when they listed pricing on their homepage. You know immediately up front what you will be paying and the services that you will be getting. We think this is so important, and it really shows that Myra Wealth is a company that you can trust.

Spectrum Financial Management:

Based in San Rafael, California, Twenty Over Ten client, Spectrum Financial Management, has its fees listed in the pricing section of their website, as well.

You are made aware that right off the bat, you will be paying a setup fee of $500, and that the minimum account size is $500,000. As mentioned before, this saves so much time and money, because if a potential client can see that they aren’t qualified, then it will save the initial first meeting to discuss these types of details.

Green Mountain Planning:

Immediately upon landing on the homepage of Twenty Over Ten client, Green Mountain Planning, you feel a sense of calm as though you will be working with an advisor who really cares about your well-being and future. When you then check out their “fees” section, you can see that they are up-front with their pricing, letting prospective clients know exactly what they will be getting.

In the above image, Green Mountain Planning starts out by listing what it will cost as a single person or for couples to work with them. You know exactly what you will be paying up front for both and then each additional monthly payment.

For the next three plans from the image above, either “Project Based Planning,” “Investment Management,” and “Businesses,” they show you what you will be paying up front. Even though “Project Based Planning,” doesn’t have a stated price due to the nature of the work that you will be doing with this, they still state what you will get directly up front.

Stewart Advisory Services, Inc.:

We just love how Twenty Over Ten client, Stewart Advisory Services, Inc. decided to visually display their services in a neat chart.

With this chart style, there are no questions about what you get as part of their financial planning fees. From a one-time plan to different tiered levels (silver, gold, platinum, platinum plus) prospects and clients of Stewart Advisory can choose which option will best fit their budget, lifestyle and financial needs.

Key Takeaways

Including your fees on your website in this digital age is an absolute MUST. Not only is it a good business tactic but it looks good for your  brand.  Again, you’ll also save time by screening visitors that can’t actually afford your work. Your clients trust that you are able to help them shape their financial future and that you’ll handle their money properly and with respect, then it’s so important to be transparent and open about crucial information like your fees.

Don’t be afraid to get creative with how you decide to articulate the value behind the fees that you charge. For example, you could consider putting copy such as “our fees equal what you would pay for a cup of coffee every day” or a gym membership, etc. This is a creative way to equate your fees to other tangible things to help your site visitors better understand what you charge upfront.

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