The verdict in three sentences
For a registered investment adviser (RIA) with 3 to 10 advisors in Miami, a serious redesign costs 20,000 to 60,000 USD in 2026 with a local agency, while the Kolonell Premium package sits between 3,050 and 5,340 EUR (2,000,000 to 3,500,000 FCFA). The site must first be bulletproof on compliance (Form ADV, Form CRS, SEC Marketing Rule, privacy notice), then convert through online booking that qualifies prospects by assets. With a client lifetime value of 15,000 to 60,000 USD, a single extra client per year pays for the project.
What a wealth management website redesign costs in Miami in 2026
Price gaps come less from design than from scope: number of service pages, calculators, calendar integration, compliance-reviewed copy and local SEO across Brickell, Coral Gables, Key Biscayne or Boca Raton.
| Option | Indicative 2026 price | Timeline | What is included |
|---|---|---|---|
| Template site + freelancer | 5,000 to 12,000 USD | 3 to 5 weeks | Theme, 8 to 10 pages, basic form |
| Generalist Miami agency | 20,000 to 35,000 USD | 6 to 10 weeks | Custom design, 15 pages, basic SEO |
| Financial services specialist | 35,000 to 60,000 USD | 10 to 14 weeks | Compliance copy, calculators, CRM |
| Kolonell Growth | 1,830 to 3,050 EUR | 3 to 5 weeks | Custom site, blog, analytics |
| Kolonell Premium | 3,050 to 5,340 EUR | 5 to 8 weeks | Animations, advanced SEO, booking |
| Kolonell SEO Essentiel | 100,000 FCFA (150 EUR) per month | Ongoing | Local tracking, content, Google profile |
Market prices above are 2026 estimates based on typical quotes. Kolonell prices follow our official grid. Monthly packages are detailed on our SEO page.
Compliance: what the site must display
Most US wealth firms operate as SEC or state registered RIAs, sometimes with a FINRA broker dealer affiliation. The SEC Marketing Rule (206(4)-1) governs testimonials, performance and third party ratings, and FINRA Rule 2210 applies to broker dealer communications.
| Element | Requirement | Where to place it |
|---|---|---|
| Form ADV Part 2A and Form CRS | Mandatory, link or delivery | Footer and disclosures page |
| SEC or state registration statement | Mandatory, no implied endorsement | Footer |
| Testimonials with disclosures | Allowed under the Marketing Rule | Next to each testimonial |
| Performance with net of fees figures | Mandatory if performance shown | Under each chart |
| Privacy notice (Reg S-P) | Mandatory | Dedicated page |
| Cookie and tracking consent | Recommended, required for some states | Global banner |
| BrokerCheck link if FINRA member | Mandatory for broker dealers | Footer |
A compliance review by the firm's CCO usually adds 1 to 2 days and should be planned into the schedule.
Online booking, the engine of qualified leads
A prospect with over 300,000 USD in investable assets rarely fills in an anonymous form. They want to pick a slot with a named advisor. A three step booking flow (financial goal, asset range, time slot) filters requests and can double the number of qualified leads versus a plain form, according to patterns seen across the sector.
| Metric | Plain contact form | Qualified booking flow |
|---|---|---|
| Visitor to request conversion | 0.8 to 1.2% | 1.5 to 2.5% |
| Share of requests above 300,000 USD | 20 to 30% | 45 to 60% |
| Average delay before first call | 2 to 4 days | Slot chosen instantly |
| No shows | 15 to 20% | 5 to 10% with SMS reminders |
| Admin time per lead | 20 minutes | 5 minutes |
The most common tools (Calendly, Cal.com, Microsoft Bookings) cost 0 to 20 USD per advisor per month. Integration with the firm's CRM (Redtail, Wealthbox, Salesforce Financial Services Cloud) is scoped in the quote.
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Illustration: Sarah, managing partner of a 6 advisor RIA in Brickell, receives 8 requests a month through her site, 2 of them above 300,000 USD in assets. After a Premium redesign at 4,500 EUR and SEO Essentiel at 150 EUR a month, the goal is 14 requests, 6 of them qualified.
At a 25% close rate on qualified leads, that is 1 extra client a month, or 12 a year. At a conservative lifetime value of 15,000 USD, the potential gain reaches 180,000 USD over the relationship, for a first year investment of about 6,300 EUR. Even with just 2 extra clients in the year, the project pays back several times over.
FAQ
How much does a wealth management website redesign cost in Miami in 2026?
Expect 20,000 to 60,000 USD with a local agency depending on scope, as a 2026 order of magnitude. Kolonell Premium runs from 3,050 to 5,340 EUR, booking and advanced SEO included.
Which disclosures are mandatory on the site?
Form ADV Part 2A, Form CRS, registration status without implied endorsement and a Reg S-P privacy notice. Any performance shown must include net of fees figures over 1, 5 and 10 year periods.
Can we show client testimonials?
Yes, since the SEC Marketing Rule took effect, as long as you disclose whether the client is paid and any conflicts. A 4.7 out of 5 Google rating with 30 reviews often carries more weight than a single quote.
How long does the project take?
Plan 5 to 8 weeks with Kolonell for a Premium site, including 1 to 2 days of CCO review. Specialist agencies often quote 10 to 14 weeks.
Do we need SEO after launch?
Yes, local ranking for "wealth management Miami" builds over 6 to 12 months. Kolonell SEO Essentiel costs 100,000 FCFA (150 EUR) a month, and maintenance starts at 35,000 FCFA (50 EUR) a month.
Let's scope your project. Send us your number of advisors, your registration type and your calendar tool, and we will price a Premium redesign between 3,050 and 5,340 EUR delivered in 5 to 8 weeks. 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.
