Pricing
How we grow your firm, and what it costs.
Kitces Research puts the cost of a new client through third-party marketing at over $25,000. We build the brand and website that make your firm easy to choose, then keep it easy to find. Start free, and see the price of every step before you commit.
01
Scan
Free
See what your website says about your firm, and what it leaves out. You get a read on how clearly a prospect can tell why to choose you.
Scan my website02
Call
Free
30 minutes
We look at your scan together and talk through what would help most. If we're a fit, the next step is Strategy. If we're not, you still leave with a clearer picture.
Book a call03
Strategy
From $7,500 one time
About five weeks
We find the one thing that makes your firm worth choosing, and put it into words. It ends with an agreed plan for the Build.
- Unrealized Gain™ interviews with you, your team and your clients
- Visual Compass™, to find the look your firm is drawn to
- A brand audit: the Cover Your Logo test on your site today
- A look at the firms your prospects compare you to
- Your ideal client, defined in their own words
- Positioning and messaging, ready for your compliance review
- An SEO and AEO baseline: where you show up today
- A growth roadmap: what to build, what to fix first, and what it should do
Required for brand work. Optional for everything else, and yours to keep whatever comes next.
04
Build
$5,500/mo
2 to 6 months
We build what the strategy calls for. Pick one.
Website
2 months
Your whole site rebuilt, with a messaging tune-up.
Brand + Website
4 months
Logo refined, identity, voice guide, brand book, the Firm File, and a new site.
Full Rebrand
6 months
A new brand from the ground up, rolled out to email, LinkedIn and client templates.
Every build: a launch month with a landing page, an AEO page and a baseline report. Two rounds of revisions.
05
Grow
$4,000/mo
Ongoing, month to month
Once you launch, we keep your firm easy to find and keep the site working.
- SEO every month
- AEO every month, so AI answers can name your firm
- A newsletter and 4 LinkedIn posts a month
- Ongoing site updates
- Analytics and a monthly report in plain language
- A strategy session every quarter
- A new page every month: a service, niche or AEO answer page
- AI visibility tracking: which ChatGPT, Perplexity and Google AI questions name your firm
- Your Google Business Profile, kept up for you
- A quarterly brand check-up: the Cover Your Logo test, rerun
A CPA and attorney referral kit, short films, more newsletters and LinkedIn posts, and a quarterly growth report.
What it costs another way
Hire a marketer
$76,950 a year
The median pay for a marketing specialist, before benefits and tools. You still manage them, and one person rarely covers brand, site and search.
Do it yourself
Your time
Kitces Research found 68% of what advisors spend on marketing is their own and their staff's time. Hours you could spend with clients.
Hire a project agency
A one-time build
Many price the site as a one-time project. After launch, keeping it easy to find is on you.
FinArt
$4,000/mo after launch
Brand, site, SEO, AEO and content from one team, about $48,000 a year. The price drops once the build is done.
Sources: U.S. Bureau of Labor Statistics, median annual wage for market research analysts and marketing specialists, May 2024. Kitces Research, How Financial Planners Actually Market Their Services, 2026.
Brand and site already working? Start at Grow. Six-month minimum on every plan, build months included. Then month to month, with 30 days' notice.
Questions
Do we need a full rebrand, or just a website?
You don't have to know yet. That's what the call is for. We look at your scan together, and you leave knowing what to fix first.
Is this for solo advisors?
Yes. A solo advisor usually starts with a Website build or with Grow. A Full Rebrand fits best once a firm has hired past the founder.
Why does the price drop?
The build is the heavy lift, so it costs more while it happens. Once your brand and website are live, you pay for the work that keeps your firm found, at $4,000 a month.
Can we do Strategy on its own?
Yes. You get the interviews, the positioning and messaging, and a roadmap. It's yours to keep, whether you build with us or not.
What's the minimum?
Six months, and build months count toward it. After that every plan is month to month, with 30 days' notice to stop. Prefer to pay for the build upfront? Ask us.
Prices are starting points to plan with, not a final quote. We don't guarantee rankings or AI citations. We build, track, and report.
Next
Show me where I stand
30 minutes. I’ll walk you through what prospects see and where they drop off.
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