The verdict in three sentences
For a Salt Lake City wealth firm, a redesign with Kolonell costs USD 2,900 (Starter), USD 4,900 (Growth) or USD 8,900 (Premium), while typical local agency quotes run from about USD 12,000 to 45,000 in 2026. The build takes 3 to 4 weeks once content is ready, but the part most firms underestimate is the enquiry form: what it collects, where submissions land and how long they are kept. A redesign is the cheapest moment to fix that, together with 301 redirects, disclosure pages and a compliance read of every page.
When does a Salt Lake City wealth website need a redesign?
The client base along the Wasatch Front is unusual: tech founders from the Silicon Slopes corridor in Lehi who sold a company and suddenly face concentrated stock, multi-generation families with many children and grandchildren, and households for whom charitable giving is a core part of the plan. A site built for one generic "high net worth" visitor speaks to none of them.
Signals that the site is overdue:
- The contact form asks for "investable assets" or "account size" in a free field, and the answers sit in a shared inbox for years.
- Nobody can say where form submissions are stored, or who can read them.
- The services page does not mention equity compensation, donor-advised funds or family governance, the three topics prospects in Sugar House, Holladay and Lehi actually search for.
- Disclosure links (Form ADV Part 2, Form CRS where applicable, privacy notice, fee schedule) are missing from the footer.
- The site fails basic WCAG 2.1 AA checks: contrast, keyboard navigation, form labels.
What should the new enquiry form collect, and what must it never collect?
Most redesign quotes treat the form as a two-hour task. For a discretionary portfolio manager it is the one page that handles personal data from people who are not yet clients. Use this as the brief:
| Field | Keep on the public form? | Reason |
|---|---|---|
| Name, email, phone | Yes | Needed to reply |
| Preferred contact time | Yes | Useful, low risk |
| Topic (drop-down: retirement, business sale, giving, other) | Yes | Routes the enquiry without collecting amounts |
| Free message, 500 characters max | Yes, with a warning not to share account details | Prospects will otherwise paste statements |
| Investable assets or net worth | No | Ask by phone after a first call |
| Account numbers, custodian, Social Security number | Never | No business need before onboarding |
| File upload | No | Statements and tax returns belong in the secure portal |
Then decide retention before launch. The firm sets the policy with its compliance officer; the website only has to support it.
| Data | Where it should live | Typical retention decision |
|---|---|---|
| Form submission | CRM or a dedicated mailbox, not a shared inbox | Delete after a fixed period if no relationship starts |
| Email notification copy | Mail server | Same period as the submission |
| Spam and bot submissions | Form tool | Purge automatically within days |
| Analytics data | Privacy-friendly analytics tool | Aggregated, no form content |
| Newsletter sign-ups | Email platform | Until unsubscribe, CAN-SPAM compliant opt-out |
On state law, Utah has a consumer privacy act with applicability thresholds; many small advisory firms fall below them, but check with counsel rather than assuming. Federal rules for registered advisers on safeguarding client information still apply to the data you hold. This is not legal advice.
What does the redesign cost, and how long does it take?
Local figures below are a 2026 ballpark from typical agency quotes in the Salt Lake valley, not from a survey.
| Provider | Price | Build time | Who maintains the form afterwards |
|---|---|---|---|
| Freelancer, Salt Lake valley | USD 3,500 to 10,000 | 4 to 8 weeks | Often the freelancer, by the hour |
| Local studio, Downtown or Sugar House | USD 12,000 to 25,000 | 8 to 12 weeks | Studio retainer |
| Full-service agency | USD 25,000 to 45,000 | 10 to 16 weeks | Agency retainer |
| Kolonell Starter | USD 2,900 | 3 to 4 weeks once content is ready | Your team, plus 3 months of support |
| Kolonell Growth | USD 4,900 | 3 to 4 weeks once content is ready | Your team, plus 3 months of support |
| Kolonell Premium | USD 8,900 | 3 to 4 weeks once content is ready | Your team, plus 3 months of support |
Kolonell includes a project manager reachable in Mountain Time, native English copywriting and 3 months of support; see the international websites offer. Ongoing maintenance after that period is on quote.
A realistic calendar runs like this: one week of audit (URL inventory, disclosure pages, form audit, Search Console export), two to three weeks of content (bios, services rewritten around equity compensation, giving and family governance, choice of insights to migrate), three to four weeks of build, one to two weeks of compliance review, then launch. Plan 7 to 10 weeks in total.
Which risks matter most, and how are they handled?
| Risk | Early warning sign | Mitigation |
|---|---|---|
| Search traffic loss | Old insight URLs not listed in the brief | Full crawl, 301 redirect map delivered as a file, sitemap submitted in Search Console |
| Form data leak | Submissions emailed in plain text to five people | One recipient, CRM storage, no amounts collected |
| Disclosure page missing | ADV link points to a PDF on the old server | Host disclosures on the new site, test every link after launch |
| Marketing content not reviewed | Bios or service pages edited after sign-off | Freeze content, compliance signs the final staging version |
| Portal link broken | Custodian changed its login URL | Test each login button on launch day |
| Downtime | DNS changed during market hours | Lower TTL 48 hours ahead, switch on a weekend |
On marketing content, keep it general and reviewed: no promise of returns, no performance figures, and testimonials or ratings only if the SEC Marketing Rule conditions, or the state rules that apply to you, are met.
Need a professional website?
Kolonell builds websites that attract clients, optimized for the Sénégalese market. Free quote in 2 minutes.
The client portal, any CRM integration, custom reporting and search optimization work stay on quote. The public site links to the existing portal; it does not rebuild it.
Which questions should you ask, and when is a local agency better?
Ask every provider: Where are form submissions stored and for how long? Can the form be configured without a free "assets" field? Will I receive the redirect map? Which WCAG level is tested? Who owns the domain and hosting account?
A local agency is the better choice if you want regular in-person workshops in your Holladay or Downtown office, video shot on location, a print brand system, or a vendor that also manages your events and donor communications. If the firm is comfortable with video calls and written decisions, a remote fixed-price build is usually enough.
Mini case study
Illustrative example: Daniel Hatch runs a fictional boutique discretionary portfolio manager in Holladay with five staff. The current form asks for "approximate investable assets" and emails every submission to four people. About 12 genuine enquiries arrive each month, buried under spam that an assistant clears for roughly 2 hours a week.
- Kolonell Growth: USD 4,900
- Outside compliance consultant, 4 hours at USD 225 (third-party cost): USD 900
- Total project: USD 5,800
The new form drops the assets field, routes submissions to the CRM and filters bots. If spam handling falls from 2 hours to 15 minutes a week, at a loaded cost of USD 60 an hour, the firm saves about 1.75 x 52 x 60 = USD 5,460 a year, close to the full project cost in the first year. A local studio quoted USD 21,000 for the same scope.
FAQ
What does a wealth website redesign cost in Salt Lake City in 2026?
With Kolonell, USD 2,900 to 8,900 depending on the tier. Local agencies typically quote USD 12,000 to 45,000, and freelancers USD 3,500 to 10,000.
Can our enquiry form ask for asset levels?
It is safer not to. Keep the form to contact details, a topic and a short message, and discuss amounts on the first call.
How long should we keep form submissions?
Your compliance officer sets the period, for example a fixed number of months when no relationship starts. The site and form tool must support automatic deletion after that period.
How long is the full redesign?
3 to 4 weeks of build once content is ready, and 7 to 10 weeks including audit, content and compliance review.
Does Kolonell rebuild our client portal?
No. The site links to your existing portal and custodian logins; any portal work is on quote.
Let's scope your project. Send us your current URL, your form and your target launch date, and we will confirm a fixed tier from USD 2,900 to USD 8,900 with a 3 to 4 week build. See the international offer or request a free quote: detailed reply within 48 hours.
Mohamed Bah
Fondateur, Kolonell
Passionate about digital and entrepreneurship in Africa, Mohamed has been helping Sénégalese businesses with their digital transformation since 2020. Founder of Kolonell, he believes every SME deserves a professional and accessible online présence.
