Before launch, 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. Don’t reuse your old firm’s copy, photos, or client data. Name disputes after a breakaway do happen: AdvisorHub reported a breakaway team that renamed itself after a trademark suit.
Then decide how much brand you need on day one. Some firms launch with a focused identity and a clean site, then expand later. Others go independent with a full repositioning from the start. FinArt Studio’s Identity Sprint ($4,500) covers a launch-ready identity. A Refresh (from $25,000) or a full Rebrand (from $40,000) covers positioning, identity, and messaging. A Website Redesign starts at $12,500.
Josh spent eight years as an advisor at TD Ameritrade and TIAA, so he knows what compliance review looks like from the advisor’s side. FinArt Studio does not give legal or compliance advice; confirm regulatory questions with your own CCO, compliance team, or counsel.
Related questions
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How much does a rebrand cost for an advisory firm?
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