The verdict in three sentences
A wealth management firm in Miami that wants meetings with business owners and high earners should budget 15,000 to 40,000 USD for a compliant website, plus 3,000 to 8,000 USD if it adds financial calculators. SEC and FINRA compliance (Form ADV links, disclosures, testimonial rules under the Marketing Rule) is non-negotiable, because it reassures a founder before they book a call. Plan 6 to 10 weeks, and a well-built site lowers your Google Ads cost per meeting, currently 150 to 400 USD in South Florida.
What a wealth management website costs in Miami in 2026
Miami agencies and freelancers specialized in financial services fall into three tiers. The gaps come mostly from compliance-reviewed content and interactive tools.
| Item | Market range 2026 (USD) | Typical timeline |
|---|---|---|
| 10 to 15 page custom brochure site | 15,000 to 22,000 | 6 weeks |
| 20 to 30 page site with expertise pages and blog | 22,000 to 40,000 | 8 to 10 weeks |
| Retirement or tax calculator (1 tool) | 3,000 to 5,000 | 1 to 2 weeks |
| Pack of 3 calculators (retirement, tax, estate) | 6,000 to 8,000 | 2 to 3 weeks |
| Online booking synced with calendar and CRM | 800 to 2,000 | 1 week |
| Disclosures, privacy policy, compliance review | 1,500 to 4,000 | 1 to 2 weeks |
| Maintenance and archiving for compliance | 300 to 800 per month | ongoing |
These figures are a 2026 order of magnitude observed in the US market. A 6-advisor firm usually lands in the 22,000 to 40,000 USD range, with one or two calculators.
Communication rules to respect
A wealth management website is advertising. For a registered investment adviser (RIA), the SEC Marketing Rule applies; for broker-dealer reps, FINRA Rule 2210. A savvy buyer puts these items in the brief.
| Requirement | Where to show it | Risk if missing |
|---|---|---|
| SEC or state registration status, with "registration does not imply skill" | Footer and disclosures page | Deficiency letter at exam |
| Link to Form ADV Part 2 and Form CRS | Footer, about page | Delivery requirement breached |
| BrokerCheck or IAPD link for advisors | Team page | FINRA rule violation |
| Testimonial and endorsement disclosures (paid or not, conflicts) | Next to every review | Marketing Rule violation |
| "Past performance is no guarantee" on any return figure | Performance pages | Misleading advertising finding |
| Privacy notice (Reg S-P) and cookie consent | Banner and dedicated page | Regulatory and state privacy exposure |
| Archiving of every site version (books and records) | Back-end process | Recordkeeping violation |
Calculators must state their assumptions (2026 tax brackets, retirement age, return rate) and say they do not replace personalized advice. It is also a sales argument: transparent assumptions build trust.
Content that converts a business owner
Founders and professionals do not search "wealth management Miami" first. They type specific problems: "selling my business taxes", "solo 401k for doctors", "Florida trust benefits". An effective site builds one page per problem, with an anonymized worked example, a clear answer and a booking button.
The structure that works best for a 6-advisor firm: one page per audience (business owners, physicians, attorneys, retirees), one page per expertise (exit planning, retirement, real estate, estate planning), a team page with photos and credentials, and a calculator on the home page. The booking form should ask for profile and asset range, so advisors qualify before the call.
Mini case study
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Illustrative scenario: Daniel, founder of a 6-advisor firm in Miami, spends 6,000 USD per month on Google Ads at an average 250 USD per meeting, so 24 meetings. After a redesign at 30,000 USD with a retirement calculator (4,000 USD), visitor conversion moves from 2% to 3.5% (conservative estimate). At constant budget he gets about 42 meetings, for a cost per meeting of about 143 USD. With a 20% close rate and 6,000 USD average first-year revenue per new client, the 18 extra meetings bring about 21,600 USD per month. The 34,000 USD investment pays back in under two months.
FAQ
How much does a wealth management website cost in 2026?
For a Miami firm, expect 15,000 to 40,000 USD depending on page count and content depth. Calculators add 3,000 to 8,000 USD.
What disclosures must an RIA website show?
Registration status, links to Form ADV Part 2 and Form CRS, testimonial disclosures and a past-performance warning. Most of this fits in the footer and a disclosures page of 800 to 1,500 words.
Is a financial calculator worth it?
A retirement or tax calculator at 3,000 to 5,000 USD often increases time on site and booking rate. It must show its 2026 assumptions and state it is not personalized advice.
How long does the project take?
6 to 10 weeks for a 15 to 30 page site, including one to two weeks of compliance review. Add 1 to 3 weeks for calculators.
What cost per meeting should I target with Google Ads in Miami?
The market sits between 150 and 400 USD per qualified meeting in 2026. A site converting at 3% or more lets you aim for the low end of that range.
Let's scope your project. Send us your advisor count, target clients and the calculators you want, and we will price a compliant scope with an indicative budget and a 6 to 10 week plan. Detailed quote within 48 h. WhatsApp +221 77 596 93 33.
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.
