Websites, SEO and AI search for financial advisors
A website that wins you clients.
TrustVis designs, hosts and grows your firm's website, then gets it found on Google and named in ChatGPT. Every page approved by your compliance officer. Nothing for you to manage.
Google · "fee only advisor for physicians denver"
Alder Ridge Wealth: Fee-Only Planning for Physicians
ChatGPT
"…Alder Ridge Wealth is a fee-only firm that works mainly with physicians…"
Financial advisor websites
A custom website, not a template.
Designed around who you serve, written to answer what they ask, and fast on every phone. We host it, keep it secure, and make every change you send, usually within one or two business days.
Physicians, Denver
Loans, practice buyouts, the attending-year plan.
Tech employees, Seattle
RSUs, ISOs and the year you sell.
Business owners, Austin
Exit planning, 401(k)s, the sale.
Concept sites for fictional firms.
What makes a financial advisor website work →See the best financial advisor websites of 2026 →
SEO for financial advisors
Found by the people you serve best.
SEO for financial advisors means ranking for the searches your ideal clients actually make, like "fee-only advisor for physicians" or "fiduciary near me," with pages that answer them better than anyone else. We do all of it, every week.
- →A map of how your ideal clients search, every page matched to the searches it should win
- →In-depth articles and comparison pages, sourced and written for your niche
- →Calculators prospects search for: Roth conversion, RSU tax, retirement readiness
- →Your Google Business Profile and directory listings kept accurate
- →Technical fixes, checked daily; page-two rankings pushed to page one
- →A weekly report: what changed, what moved, which visitors asked to talk
Asked in ChatGPT · illustration
"Who's a good fee-only advisor for physicians in Denver?"
Alder Ridge Wealth is a fee-only fiduciary firm that works mainly with physicians: a flat annual fee and a $500k minimum.
AI search
Be the advisor AI recommends.
More prospects now ask ChatGPT, Perplexity or Google's AI for an advisor before they ever click a link. Those answers name two or three firms. We track what they say about you and fix what keeps you off the list.
- →Your questions, asked weekly in ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews
- →Who gets named instead of you, and which pages AI cites
- →Wrong facts about your firm found and corrected
Compliance
Built for your compliance officer, not around them.
Nothing publishes until it's approved. Every version is archived with who approved it and when. Disclosures, testimonials and performance language follow the SEC Marketing Rule, and your fees and credentials match BrokerCheck and your Form ADV.
| Oct 27 | Roth conversion calculator | Approved · CCO |
| Oct 24 | Fee schedule matched on 4 directories | Approved · CCO |
| Oct 22 | Article: Pay off loans or invest? | Revisions asked |
| Oct 21 | Fixed 14 broken links | No review needed |
Compare
Template platform, SEO agency, or both in one?
Most firms pay a website platform and an agency, and still write the content themselves. TrustVis replaces both.
| Template website platform | SEO agency | TrustVis | |
|---|---|---|---|
| Website design | Pick a template | Usually not included | Custom, for your niche |
| Who writes the content | You, or a content library | The agency | We do, sourced and niche-specific |
| SEO | Do it yourself | Included | Included, every week |
| AI answer tracking | Rarely | Sometimes | Included |
| Compliance approval | Varies by plan | Usually your problem | Built in, with an archive |
| Updates | You make them | Billed or slow | Unlimited, 1–2 business days |
Comparing platforms? See FMG Suite vs. TrustVis, Snappy Kraken vs. TrustVis, or template vs. custom vs. done for you.
Pricing
Two plans. One team doing the work.
Setup is $4,500, waived with an annual agreement. Month to month after six months.
Core
Your website and the essentials, done right.
$2,500 a month
- Custom website, hosting, unlimited updates
- Technical SEO and daily checks
- AI answer tracking and fixes
- 6 articles a month
- Compliance approval and archive
- Monthly report
Growth
Everything in Core, plus the full growth engine.
$3,500 a month
- 12 articles a month
- Calculators and comparison pages
- Competitor watch
- Podcast and press pitches, 5 a month
- LinkedIn posts, pre-approved
- Weekly report and a monthly strategy call
Questions
What advisors ask first
How much does SEO cost for a financial advisor?
Agencies typically charge $1,500 to $5,000 a month for SEO alone. TrustVis starts at $2,500 a month and includes your website, hosting, updates, content and AI search.
How long does SEO take for an advisory firm?
Fixes and indexing show up within weeks. Rankings and AI mentions build over three to six months, which is why the first plan runs six months.
Is it compliant with the SEC Marketing Rule?
Every page goes to your compliance officer before it publishes, and every version is archived. We follow the rule's requirements on testimonials, endorsements and performance, and your CCO has the final word.
Can you move my site from FMG Suite, Twenty Over Ten or Snappy Kraken?
Yes. We rebuild it, carry over your pages and redirects so you keep what you've earned in Google, and switch it over when your compliance officer signs off.
Do you sell leads?
No. We bring prospects to your own website, so every inquiry is yours and nobody else gets the same lead.
Do I own my website?
Yes. If you leave, you get a full export of every page, article and image.
Free · No call needed
See what AI says about your firm.
We ask the questions your ideal clients ask, in Google and every major AI, and send you who gets named, within two business days.
- +Also included: a website check against what Google and AI need
- +And whether your site, BrokerCheck and Form ADV agree on your fees and credentials