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Questions advisors ask

How much should a breakaway advisor budget for a brand and website?

How much should a breakaway advisor budget for a brand and website?

How much should a breakaway advisor budget for a brand and website?

At FinArt Studio, an Identity Sprint for a launch-ready brand is $4,500. A Website Redesign starts at $12,500. If you want positioning, identity and a new website together, a Refresh starts at $25,000 and a Full Rebrand starts at $40,000.

At FinArt Studio, an Identity Sprint for a launch-ready brand is $4,500. A Website Redesign starts at $12,500. If you want positioning, identity and a new website together, a Refresh starts at $25,000 and a Full Rebrand starts at $40,000.

By Josh Passler, former financial advisor. Published

What you need on day one

A name, a domain and a website you own that don’t borrow from your former firm. Confirm with counsel that the name is clear of trademark conflicts and matches what you file on Form ADV. Secure the domain and email on accounts you control.

What can wait

Some firms launch with a focused identity and a clean site, then expand later. Others go independent with a full repositioning from the start. Both work. The question is how much of your story you need to tell on the first day.

How to compare quotes

Look at the three-year total, including hosting and monthly fees, and check who owns the site if you leave.

Related questions

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How much does a financial advisor website cost?

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Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

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