How HNW prospects and referring COIs are actually evaluating you

The referral matters. The AUM matters. The credentials matter. But the website check happens before every meaningful conversation — and if the site doesn't match the practice, the conversation doesn't happen.

The COI who didn't refer.

CPA or estate attorney was going to refer their client to you. Checked your website first (they always do). Site looked like a solo shop when you're actually a growing practice. Referred to a competing RIA instead.

The $3M rollover that went to a mega-firm.

Prospect was retirement-planning shopping. Considered your firm and two national wirehouses. Yours had better philosophy and lower cost. The website made you look smaller than you are. They went with the big firm 'to be safe.'

The Newport Center prospect problem.

Your practice serves clients in one of the most competitive wealth-management markets in the country. The market has specific expectations for what a boutique advisory website looks like. Your site sits below that bar.

The SEC compliance edge that's actually a risk.

Your current site was built years ago before the SEC Marketing Rule updated. Some language in the site is technically noncompliant now. You know you should fix it. You keep not doing it.

What you get on Launch Day

One flat rate. One focused day. The site that matches the practice you actually run — SEC-Marketing-Rule-appropriate, HNW-facing, boutique-tier design.

Firm site with real investment philosophy content

Not generic 'we help you plan for retirement' filler. Substantive content about your actual philosophy, process, and specialties. The specific depth HNW prospects (and COIs) actually read.

Advisor bios with real credentials

CFP, CFA, CPA, ChFC, MST — whichever credentials you and your team have. Real specifics on training, experience, industry tenure. The specific credentialing HNW prospects check.

SEC-Marketing-Rule-appropriate framing

Site language framed to work within current Marketing Rule requirements. Testimonials structured appropriately if included. Performance content handled correctly if displayed. Not compliance advice — but structural fit.

Service tier explanations

Your specific service offerings — wealth management, financial planning, tax strategy, estate planning integration — explained clearly. Fee structure transparency where appropriate.

Client resource area

Foundation for client resources, market commentary, or ongoing content when your firm publishes. Not a heavy content obligation — infrastructure for future depth.

You own everything

Domain, hosting, source code — all yours. Firm evolution, breakaways, acquisitions, succession — the website goes with the practice.

Written for people running your kind of business

Four pieces from the onerate blog that walk through the specific problems and decisions your peers are working through.

Getting Online

Launch Day

$4,500

One flat rate. Site live by sundown.

Multi-page firm site with substantive investment philosophy content
Advisor bio pages structured for real credentials (CFP, CFA, CPA, etc.)
SEC-Marketing-Rule-appropriate content framing
Service tier explanations and fee structure transparency where appropriate
Client resource area foundation for future content
Mobile-first design with contact and consult-request flows
Real domain, real ownership, source code delivered
Year 1 of the Care Plan included ($1,200 value)
Site live by sundown of your Launch Day

Reserve Your Launch Day →

Or reach out with questions first

The specific questions advisors and CPAs ask

The specific questions your peers ask before booking.

Is a same-day site appropriate for an RIA or boutique advisory firm?

For an established firm with clear positioning, existing credentials, and defined services — yes. You don't need discovery, strategy, or brand development if you already have those things. You need the modern professional website that reflects the practice you already run. That's what Launch Day produces.

How do you handle SEC Marketing Rule compliance?

The site is structured to work within Marketing Rule requirements — content framing, disclosure placement, and testimonial handling if you include them. This isn't legal compliance advice (your CCO or compliance counsel should review before launch), but the structural work is done to fit current rules rather than pre-2021 rules.

Can we include client testimonials post-Marketing-Rule?

Yes, with appropriate handling. The Marketing Rule permits testimonials with specific disclosures and structural requirements. If you want to include them, we structure the section correctly and your compliance can review the specific text. Many firms have chosen to add testimonials since the rule change — done properly, they work.

What if my firm is dually-registered (RIA + broker-dealer)?

Dual registration adds some content-framing considerations that we can accommodate. The site can reflect both fiduciary and brokerage services with appropriate labeling and disclosures. FINRA-review requirements for any broker-dealer-side content should be planned in your workflow.

How does this compare to an advisory-focused agency build at $20K–$50K?

The core deliverable — professional firm website with philosophy depth, credible bios, and service explanation — is comparable. What agencies charge extra for is strategic discovery, brand development, and extensive content strategy. If your firm already has clear positioning and there's a decision-maker who can approve without partner meetings for every design element, most of that agency premium isn't buying proportional value.

What about client login / portal functionality?

Standard scope handles the marketing/prospecting-facing site. Client login typically routes to your custodian (Schwab, Fidelity, Pershing) or your planning-software client portal (eMoney, RightCapital, MoneyGuide) — we link to those from the site. Custom-built client portals are separate scope and usually don't belong on the marketing site anyway.

Sophisticated enough for the clients you actually serve.