The verdict in three sentences
Redesigning a wealth management firm website costs EUR 6,000 to 11,000 excl. tax in 2026 (about USD 6,500 to 12,000), and EUR 8,000 to 15,000 with calculators. A 2018 WordPress site that produces no meetings almost always suffers from three flaws: slowness, no online booking and content that ignores clients' real concerns. Regulatory disclosures are mandatory and must be built into the mockups from day one.
The detailed budget of a wealth firm redesign
A firm of 4 advisors and 600 clients does not need 50 pages. It needs 10 to 15 solid pages, tools that engage visitors and a path that leads to a discovery meeting.
| Item | 2026 range excl. tax | Comment |
|---|---|---|
| Audit of current site and SEO | EUR 600 to 1,200 | Pages to keep, 301 redirects |
| Mockups and web identity | EUR 1,200 to 2,500 | Reassuring look, real team photos |
| Build of 10 to 15 pages | EUR 2,500 to 4,500 | Simple CMS, pages per client profile |
| Built-in booking | EUR 400 to 900 | Synced calendar, SMS reminders |
| Retirement and savings calculators | EUR 2,000 to 4,000 | Qualified lead capture |
| Regulatory and privacy disclosures | EUR 300 to 600 | Registrations, complaints body |
| Maintenance | EUR 120 to 200 per month | Updates, backups, security |
Without calculators, the redesign lands around EUR 7,500 excl. tax. With two well-designed calculators, the 2026 ballpark reaches EUR 11,000 to 12,000.
Why the old site generates no meetings
Auditing a 2018 WordPress site usually gives the same results. The figures below are typical estimates seen on independent advisor sites.
| Indicator | Typical 2018 site | Target after redesign |
|---|---|---|
| Mobile LCP | 4.5 to 6 s | Under 2.5 s |
| Mobile bounce rate | 70 to 80% | 45 to 55% |
| Visit to contact conversion | 0.2 to 0.4% | 1.5 to 3% |
| Time to get a meeting | 2 to 5 days by email | Instant online |
| Pages targeting a client profile | 0 to 1 | 4 to 6 (business owner, retiree, professional, expat) |
| Complete regulatory disclosures | Partial | Compliant |
The main lever remains profile pages. A surgeon looking to optimise taxes does not have the same questions as an owner preparing to sell a business. Each page should name those situations, present the firm's approach and offer a time slot.
Compliance: what the site must display
An advisor often holds several registrations. In France this means the ORIAS number, CIF and insurance broker status, the AMF-approved association and the ombudsman; in Toronto the equivalents are provincial securities and insurance registrations and the firm's complaints process. The site must also state how the firm is paid, and calculators must say they provide non-binding estimates. These elements reassure visitors too: a transparent firm inspires more trust.
Mini case study
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Camille, founder of a 4-advisor firm, invests EUR 11,000 excl. tax in a redesign with a retirement calculator and online booking. Her site gets 1,200 visits a month. At a 2% conversion rate it produces 24 monthly requests, about 6 discovery meetings and 2 new clients. With an average of EUR 2,500 in fees and commissions per client in year one, the site brings in nearly EUR 60,000 over 12 months. Even at half that result, the redesign pays back in under 3 months.
FAQ
How much does a wealth management website redesign cost in 2026?
Budget EUR 6,000 to 11,000 excl. tax without calculators, and up to EUR 15,000 with several interactive tools. Maintenance adds EUR 120 to 200 a month.
Are calculators worth the price?
Yes, if they are linked to a contact request. A EUR 2,000 retirement calculator converting 3 to 5% of users becomes the firm's top lead source.
Which regulatory disclosures are mandatory?
Registration numbers, licences held, complaints body and how the firm is paid. Missing them can be flagged during an inspection and costs credibility.
Should we stay on WordPress?
Not necessarily. A well-built modern site reaches an LCP under 2.5 s more easily, and the redesign must keep existing URLs through 301 redirects to preserve rankings.
How long does the redesign take?
Usually 6 to 10 weeks, including 2 weeks of content writing and advisor approval.
Let's scope your project. We price your firm's redesign: calculators, booking and compliance, an indicative budget of EUR 6,000 to 11,000 excl. tax and launch in 6 to 10 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.
