// Built for · Financial advisors and wealth practices
We built the site for a three-advisor wealth practice in the Charleston area whose advisors are registered through an SEC-registered investment adviser. That means the SEC Marketing Rule shapes every sentence: no testimonials, no performance claims, verbatim disclosures, and a privacy posture strict enough that the site runs no analytics and no third-party scripts at all. It launched in August 2026.
Next.js static site, self-only content security policy, no cookies and no analytics by design. Contact form posts to a lead system. Ten town pages, compliance disclosure and CFP language reviewed verbatim. Named references available on request.
// What slows this work down
// What you get
// Questions we get from financial advisors
Yes. We ask for the word list, the required disclosures and the approval workflow up front, then deliver a complete site for one review rather than pages in pieces.
Server access logs. We parse them nightly, filter bots, and show visits and pages in the KP client portal alongside Google Search Console data. No script runs in your visitors’ browsers.
We give the site the structure AI answer engines read (FAQ schema, llms.txt, clean crawler rules). We do not promise citations, and neither should anyone else.
A practice site with town pages and a compliance-reviewed copy pass usually lands in the $2,000 to $8,000 range, with a monthly retainer for changes and hosting if you want it. Fixed quote after a short call.
// Your turn
Or paste your current site into the free audit and we will send back a written report, prioritized by impact, in 3 to 5 business days.