Marketing forfee-only planners.
You sell advice, not products. We craft messaging, websites and marketing that explain what you do, who you do it for and why it's worth the fee, without the jargon.
What fee-only planners are up against.
Great advice is hard to sell when prospects are used to "free". Here is where we help.
Explaining the fee
Prospects used to commission-based "free" advice need to understand why a fee-only relationship is worth paying for.
Standing out in a niche
Specializing wins clients, but only if your site speaks directly to the people you serve best.
Limited time to market
You are busy serving clients. Marketing has to run without taking over your week.
How we help planners grow.
Clear messaging first, then a site and marketing that do the explaining for you.
Web design
A clear, modern site that explains your process, your pricing model and who you serve best.
Planner websitesBranding
Messaging that turns "fee-only" from a technical term into a real reason to choose you.
Planner brandingMarketing
Content, SEO and email that build trust over time and bring in clients who value advice.
Planner marketingClear, credible, review-ready.
Transparency is your advantage. We make it easy to see.
- Your fee structure explained clearly and consistently
- Content built with SEC and state advertising rules in mind
- Disclosures placed where they belong
- Ready for compliance review before anything goes live
See it in practice.
Work and guides that planners find useful when they're sharpening their message.
In-person event promotion
Campaign design, landing pages and targeting that filled seminar rooms for an Indianapolis-area RIA.
Read the case studyWhy every advisor website looks the same
The three forces that push advisor sites toward sameness, and how a clear niche breaks the pattern.
Read the guideUsing client testimonials on your website
What the rules allow, the three disclosures you can't skip, and a simple way to start.
Read the guidePlanner questions, answered.
What fee-only planners ask us before they start.
Plainly and early. Prospects want to know how you're paid before they book a call. We help you describe your fee model, whether flat, retainer, hourly or asset-based, in one or two clear sentences, then show what's included so the fee reads as value rather than a hurdle.
Usually, yes. A clear niche, such as physicians, tech employees or people nearing retirement, makes your site feel written for the reader and gives you something specific to rank for. We help you choose a lane you can grow into without turning away good-fit clients outside it.
Only where it's accurate for your whole firm. Terms like fee-only and fiduciary carry specific meanings, and the CFP Board applies its own standard to fee-only if you hold the CFP marks. We flag claims like these for your compliance review rather than using them loosely.
A focused website, a steady rhythm of useful content for your niche and simple email follow-up usually beat trying to be everywhere. We set up the system and keep it running so you can stay focused on clients.
It leads with who you serve and how you're paid, not with products. Fee-only prospects are often comparing you with commission-based advisors, so your site needs to explain your model, your process and your first meeting clearly enough that the right people book a call.
Ready to grow your planning practice?
Tell us about your practice and the clients you serve best. We'll be in touch within one business day.
info@fadigital.net