Financial Advisor

Financial Advisor is a free financial advisor website template for financial planners, wealth managers and fee-only advisory firms. Show what you do, what you charge and what a plan looks like, and turn visitors into booked review calls.

A live retirement plan in the hero

Visitors drag their age, savings and monthly amount, and the chart answers in plain words: "Lasts to age 88". It is the question every client asks, answered before the first call.

Services, fees and stories from the CMS

Six service pages, three price plans, four advisors, client stories with before-and-after charts and a money-notes blog all live in the CMS. Edit a row and every page updates.

Booking, intake and client login

A booking card with day and time slots that passes the pick to Calendly or Cal.com, an intake form, a contact form and a client-login page with three portal cards. No code needed.

Features

16 pages, 8 CMS collections

Retirement plan calculator in the hero

Fee calculator: flat fee vs a 1% advisory fee

Booking card with day and time slots

Client login page

Page loader and page transitions

Eight colour styles and one site-wide font switch

Mobile-first, keyboard-accessible, AA contrast

Start Here guide inside

Best for

Financial advisors

Financial planners

Wealth management firms

Fee-only and fiduciary advisors

Retirement planners

Tax advisors

Estate planning practices

Independent RIAs and family offices

A clean financial advisor website that looks like a real wealth management practice from day one.

Includes an optional SoloFoundry Assistant component by the same creator: an AI assistant trained on your website, shown live on this preview. Separate subscription ($29/mo) via the SoloFoundry Assistant plugin. Not required; the template is complete without it.

ALL-ACCESS: every SoloFoundry template, unlimited sites, $199 once at solofoundryhq.com/all-access

Support: solofoundryhq@gmail.com