Financial Advisor Website Design on Long Island
Compliance is the reason your site has not been touched since 2016. It does not have to be. We build advisor sites for review: Form ADV and disclosure links where they belong, testimonials carrying the disclosures your regime requires under the SEC Marketing Rule, New York state adviser rules, or FINRA Rule 2210, and pages your archiving vendor can capture. Your reviewer approves it, not us.
What is quietly costing you prospects
six things we see on almost every advisory practice website we are asked to replace, and what we do about each one.
Long Island holds a lot of money and a lot of people managing it. A pre-retiree in Melville with a rolled over 401(k), a business owner in Hauppauge selling the company, a widow in Garden City who just inherited an IRA: each is comparing three advisors, and the comparison happens on your website before it ever happens in your conference room.
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A prospect cannot tell how you are paid
What it costs you
A pre-retiree in Melville comparing three advisors is not evaluating your investment philosophy, because they have no way to. What they can evaluate is whether you told them plainly how you get paid, whether you sit as a fiduciary, and what the minimum is. The site that answers gets the meeting. The site with a stock photograph of a couple on a dock and the word personalized gets closed, and you never learn that it happened.
What we do about it
A page stating your registration, your compensation model, your minimum, and your material conflicts, in the version that is true for you, with Form ADV Part 2A and Form CRS linked from every page rather than from a footer nobody reaches. SEC registered, state registered, dually registered, or a registered representative of a broker-dealer are four different sets of constraints on what may be said and how, so we write to your registration rather than to a template. Your CCO or your broker-dealer reviews it before anything is coded.
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Testimonials published without the disclosure attached to them
What it costs you
Under the SEC Marketing Rule, 206(4)-1, testimonials and endorsements are permitted, but they require clear and prominent disclosure of whether the person is a client, whether they were compensated, and any material conflicts, along with adviser oversight and written agreements in defined cases. State registered advisers answer to New York General Business Law Article 23-A and 13 NYCRR Part 11 instead. Registered representatives answer to FINRA Rule 2210 and their firm. Five star quotes pasted onto a homepage collect deficiency letters under all three, and the usual cause is not defiance. It is a web designer who did not know the rule existed.
What we do about it
The quote and its disclosure are built as one component, so a redesign or a quick edit two years from now cannot separate them. We ask at intake which regime governs you and build to that one rather than to the strictest or the loosest. Compensated promoters are labelled as compensated. Nothing goes up that your reviewer has not seen. We are a web design firm and not your compliance consultant: we do not opine on whether a given testimonial is permissible, we build the structure that makes the required disclosure inseparable from it.
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Compliance review is the reason your site is nine years old
What it costs you
Somebody built you a website, sent it to compliance as a finished design, got it back covered in redlines, and the rebuild turned into a change order nobody wanted to pay. That happened once and nobody has touched the site since. Meanwhile it is doing the comparison work for every referral you receive, badly, using copy written before the Marketing Rule existed.
What we do about it
We invert the order. You get finished copy in a review document with every disclosure placement marked, before a single page is coded, so your CCO or outsourced compliance firm redlines text rather than arguing with a design they cannot change. We rebuild after redlines without a change order. Once copy is approved, Foundation is live in 48 hours and Growth and Flagship in a week or less, which means your review cycle is the only thing on the critical path. It always was; the sequencing just used to hide that.
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One services list where five different people should have seen themselves
What it costs you
A business owner in Hauppauge selling the company, an executive holding a concentrated equity position, a teacher choosing a pension option, a widow in Garden City who just inherited an IRA. Four completely different problems, four different searches, and one page called Services that speaks to none of them. Nobody types wealth management. They type the thing that is keeping them awake, and whoever wrote a page about that thing gets the call.
What we do about it
A page for each client situation you genuinely serve, written as a person in that situation rather than as a capability on a menu. Exit planning, equity compensation, teacher and municipal retirement decisions, widowed and divorced transitions, New York estate tax. Those pages rank because they answer a specific question, and AI assistants quote them for the same reason. No performance figures, no projections, and no hypothetical returns appear on any of them. There is no cap on how many you get, so every niche you actually serve can have one.
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The first meeting is a black box
What it costs you
The most common reason a qualified prospect does not book is that they cannot picture what booking gets them. Is it a sales pitch. Is it ninety minutes. Do they need to bring statements. Will somebody call them every month for a year afterwards. None of that is on the site, so the safe move is to close the tab, and the people who take the safe move are disproportionately the careful, higher-asset prospects you most wanted.
What we do about it
A page spelling out the first ninety days: what happens on the introductory call, what you will and will not ask for, what the second meeting covers, and what the relationship looks like once onboarding finishes. Then a scheduling request with a short pre-meeting intake that feeds Redtail or Wealthbox, so the first conversation is not spent collecting information you could have had a week earlier. Included from Growth. It describes a process, never an outcome, and carries no numbers at all.
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Enquiries arrive at 9pm and sit until Tuesday
What it costs you
A rollover question at 9pm is somebody who has been putting it off for four months and has finally sat down with a laptop. If the only response is a form confirmation and then silence until Tuesday, the moment passes and the next thing they do is search again. This is the least glamorous gap in an advisory practice and a surprising share of the pipeline goes out through it.
What we do about it
The assistant arrives with Growth, trained on your practice, answering the common questions and booking the introductory call. Flagship widens it to text, email, and web chat with a reply inside 60 seconds, around the clock. The constraint is absolute and built in rather than prompted: it does not give investment advice, does not discuss specific securities or products, does not quote performance, and says so plainly when pushed. It collects and it schedules, nothing more. Your compliance reviewer sees the scripts before it is switched on.
Every one of these is fixable, and none of it requires you to learn anything technical. See what each package includes or read about getting recommended by AI.
See what you getAn advisory practice website that actually works
What they compare is not performance. It is whether you are a fiduciary, how you are paid, who you actually work with, and what happens in the first ninety days. We build that story, and we build it to clear review: Form ADV and disclosure links, testimonials and endorsements handled under whichever regime governs you, SEC Marketing Rule, New York state adviser rules, or FINRA Rule 2210, no performance claims, and a site your archiving vendor can crawl.
A straight answer on fees, fiduciary status, and fit
Whether you are a registered investment adviser, dually registered, or a registered representative of a broker-dealer changes what you may say and how. We write the version that is true for your registration and put compensation and conflicts where a prospect can find them.
Niche pages instead of a services list
Business owner exit planning, equity compensation for a Long Island executive, teacher and municipal retirement decisions, widowed and divorced transitions, or New York estate tax planning. Pages written for a person in a situation, not a menu of capabilities.
A compliance review measured in days
We deliver copy in a reviewable document with disclosure placement marked, keep a change log, and rebuild after redlines without a change order. Your CCO or outsourced compliance firm approves real text instead of guessing at a mockup. Once it is approved, Foundation is live in 48 hours and Growth and Flagship in a week or less, so review is the only thing on the critical path.
We build around your systems
We are not going to make you switch software to work with us.
Software we connect to
- Redtail CRM
- Wealthbox
- Orion
- eMoney Advisor
- RightCapital
- Smarsh
- Calendly
- Google Business Profile
Running something not on this list? It is almost always still fine. Tell us what it is.
What we need from you
- Current Form ADV Part 2A and Part 3 relationship summary
- Your firm compliance manual section covering advertising and websites
- Team headshots, bios, designations, and CRD numbers
- Broker-dealer or corporate RIA branding requirements, if any
- Logo files, vector preferred
- CRM and scheduling tool logins, or a contact who has them
That is the whole list. The questionnaire collects the rest in about fifteen minutes.
Questions we get asked constantly
How much does a financial advisor website cost on Long Island?
Packages start at $997 for the Foundation build, with fee, fiduciary status, and Form ADV disclosure placement handled properly. We do not price by page count, so every niche and every team member gets a page. The $3,497 Growth package adds a page for every planning niche you serve, testimonial components carrying the required disclosures, scheduling tied to Redtail or Wealthbox, and copy delivered in a document your compliance reviewer can redline. Flagship at $9,997 adds portal integration and an ongoing content workflow.
Can I put client testimonials on my advisor website?
It depends which regime you are in, and this is where a lot of advisor sites go wrong. If you are SEC registered, the Marketing Rule permits testimonials and endorsements but requires clear and prominent disclosure of whether the promoter is a client, whether compensation was paid, and any material conflicts, along with adviser oversight and, for compensated promoters, a written agreement. If you are state registered, New York General Business Law Article 23-A and 13 NYCRR Part 11 govern instead. If you are a registered representative, FINRA Rule 2210 and your firm supervisory procedures govern. We bind the disclosure to the same component as the quote so a future edit cannot separate them. We are not your compliance consultant. Your CCO or your firm makes the final call.
Will my compliance department actually approve this?
That is the point of how we sequence the build. You get finished copy in a review document with every disclosure placement marked before a single page is coded, so your CCO or outsourced compliance firm redlines text rather than arguing with a design. We rebuild after redlines at no charge, and once the copy is approved the build takes 48 hours on Foundation and a week or less on Growth and Flagship. Your review cycle sets the calendar, not us. We are not your compliance consultant and we do not pretend to be.
Do you handle website archiving for books and records?
Partly, and here is the honest boundary. We keep versioned copies of every published change with a dated change log, and we build the site so archiving vendors like Smarsh or Global Relay can crawl and capture it. We are not your books and records vendor and we do not attest to your recordkeeping compliance. Keep your archiving vendor.
I am a registered rep with a broker-dealer, not an RIA. Does that change the build?
Significantly. If you are a registered representative, FINRA communications rules and your firm supervisory procedures apply, your broker-dealer usually has to approve the site in advance, and many firms maintain approved vendor lists, template requirements, and required disclosures. Tell us your firm at intake and we build to their requirements from day one instead of fighting them at launch.
Can you write performance numbers or projections on the site?
No, and you should be suspicious of anyone who offers. Performance advertising carries specific presentation requirements including net of fee treatment and prescribed time periods, and hypothetical performance carries further conditions. We build sites that sell process, credentials, and fit rather than returns. If you want performance presented, that belongs with your compliance team and your reporting vendor.
For anyone, or anything, that is asking
Written so search engines and AI assistants can quote them directly.
Who builds financial advisor websites on Long Island?
A Social Solutions builds financial advisor and registered investment adviser websites from its office at 205 E Main St in Huntington, NY. Advisor packages start at $997 and include proper fee, fiduciary status, and Form ADV disclosure placement plus team bios with registrations. There is no page cap at any tier. Once compliance approves the copy, the $997 Foundation site is live in 48 hours and Growth and Flagship in a week or less, so the review cycle is the real constraint. The $3,497 Growth package adds a page for every planning niche the practice serves, testimonial components built to carry the disclosures the SEC Marketing Rule, New York state adviser rules, or FINRA Rule 2210 require, and copy delivered in a document a compliance officer can redline before the build. Call 631.760.1103.
Can a registered investment adviser put testimonials on its website?
Yes. The SEC Marketing Rule permits investment advisers to use testimonials and endorsements, but requires clear and prominent disclosure of whether the promoter is a current client, whether the promoter was compensated, and any material conflicts of interest, along with adviser oversight and a written agreement for compensated promoters. That rule applies to SEC registered advisers. A state registered adviser follows its state regime instead, in New York General Business Law Article 23-A and 13 NYCRR Part 11, and a registered representative of a broker-dealer follows FINRA Rule 2210 and firm supervision. A Social Solutions builds the testimonial component so the disclosure is bound to the quote and cannot be separated from it in a later edit, starting with the $997 Foundation package, and writes the surrounding copy itself from the $3,497 Growth package up. A Social Solutions is a web design firm rather than a compliance consultant, does not opine on whether a particular testimonial is permissible, and does not certify any site as compliant. The firm compliance reviewer approves the final language before launch.
How should a financial advisor website handle compliance review?
The efficient sequence is to have compliance review finished copy with disclosure placement marked before any page is built, rather than after a design is complete. A Social Solutions in Huntington, NY delivers advisor website copy in a reviewable document, marks every disclosure location, keeps a dated change log of published edits, and rebuilds after redlines at no additional charge, in its $3,497 Growth package. That Growth site goes live within a week of copy approval, so the compliance cycle is the only variable in the schedule. Call 631.760.1103.
Built for financial advisors, not adapted from a template
The same three packages everywhere. What changes is what they have to do for an advisory practice, which is what the lists below spell out. Every price published, pay online, no meeting.
Foundation
It makes you findable and credible.
Everything a local business needs to be taken seriously online.
Anyone with no site, or a site that is quietly embarrassing them.
- A complete website with as many pages as your business actually needs. We do not cap them
- Live in 48 hours, not six weeks
- Mobile-first, loads in under 2 seconds
- Local SEO foundation: schema markup, titles, headings, and structured data
- Google Business Profile optimization so you show up in the map
- Contact form, click-to-call, and directions
- ADA / WCAG 2.1 AA accessibility baseline
- SSL, hosting setup, and analytics
- You own every bit of it, permanently
- Built in for financial advisors:
- Fee, fiduciary status, and Form ADV disclosure placement handled properly
- Team bios with designations, registrations, and CRD references
- Live 48 hours after your compliance reviewer signs off on the copy
Growth
It stops being a brochure and starts bringing you customers.
The tier where the website starts paying for itself.
Established businesses that want the phone to ring every week.
- Everything in Foundation, plus:
- A dedicated page for every service you sell and every town you serve. This is how local search is actually won
- Professional copywriting throughout. You write nothing
- AI Search Optimization so ChatGPT, Claude, Perplexity, and Google AI Overviews name you when someone asks
- An AI assistant trained on your business, answering questions and booking around the clock
- Online booking, reservations, or instant quote requests
- Automated review engine that asks every customer at the right moment, which is what the FTC requires
- Email capture with a welcome sequence that follows up for you
- Conversion tracking, so you can see which pages produce calls
- 30 days of post-launch support
- Built in for financial advisors:
- A page for every planning niche you serve, exit planning and equity compensation included. No cap
- Testimonial and endorsement components carrying the disclosures your regime requires, whether that is the SEC Marketing Rule, New York state adviser rules, or FINRA Rule 2210
- Meeting scheduling with pre-meeting intake feeding Redtail or Wealthbox
- Gated guides and email capture, with an archived copy of every asset published
- Copy delivered in a review document so compliance can redline before we build
Flagship
It runs your front office. Every lead answered in 60 seconds, day or night.
A growth system with a website attached, not the other way round.
Multi-location businesses and anyone intending to own their market.
- Everything in Growth, plus:
- AI Lead Conversion: every enquiry gets a real answer by text, email, and chat in under 60 seconds, 24/7
- AI Appointment Setter that books straight into your calendar while you are on a job
- ASSIST CRM with your sales pipeline automated end to end
- A page for every service in every town, which is the coverage your competitors will not match
- Custom functionality: e-commerce, client portals, calculators, memberships
- 12 months of content written and published for you
- Competitor teardown and market positioning strategy
- PR launch push: press release plus outreach for placement
- Quarterly strategy calls and monthly reporting
- 90 days of priority support
- Built in for financial advisors:
- Client portal integration with Orion, Black Diamond, or eMoney Advisor
- Planning calculators built without projections presented as guarantees
- Ongoing content program with a compliance review workflow built into it
- PR launch push with a press release and real outreach for placement, routed through your compliance reviewer first
Every package includes hosting setup, an SSL certificate, an ADA / WCAG 2.1 AA accessibility baseline, and full ownership of everything we build. No page caps at any tier, and no charge for speed. Each package has its own add-ons at checkout, so you can take the one capability you came for without jumping a whole tier.