Financial advice is built on trust. Your website should explain who you help, how you are paid and what working with you is like, in clear language and with the right disclosures. Here is how to build a financial advisor website with AI.
What matters most to savers and investors
- Clear fiduciary status. Say if you are a fiduciary and explain how you are paid, because trust is everything.
- Who you serve. State your ideal clients, such as retirees or business owners, so the right people reach out.
- Services in plain English. Explain planning, investing and retirement help without jargon.
- Credentials and compliance. Show CFP or other credentials and required disclosures.
- A no-pressure first conversation. Offer an introductory call with clear expectations.
Pages to include on your financial advisor website
- Home. Who you help, Schedule an Intro Call button and credentials.
- Services, each with who it is for.
- How we work: discovery, plan, implementation, ongoing review.
- Fees, explained plainly.
- About the advisor, with credentials and background.
- Resources or blog.
- Contact and required disclosures.
Compliance basics
- Include required registrations and disclosures, such as Form CRS or ADV information where applicable.
- Be careful with testimonials, performance claims and guarantees. Rules are strict and vary by registration type.
- Do not collect account numbers or sensitive data in a basic contact form.
- Have your compliance officer or attorney review the site before launch.
Set up your financial advisor website with Tuli Builder
- Install the Tuli theme. On a WordPress site with hosting and a domain, install and activate Tuli Builder. New to WordPress? Start with the beginner guide.
- Open the AI Assistant. In your dashboard go to Tuli, then AI Assistant, and pick Tuli AI, which is included with your licence and needs no API key. Prefer your own account? Add an API key from Anthropic, OpenAI, Gemini or OpenRouter instead.
- Paste the prompt below. Swap in your real business name, city and services. The assistant lays out the page, drafts the copy and writes clean HTML and CSS.
- Refine visually or by asking. Click any element to restyle it in the style panel, or describe the change to the AI.
- Add your inner pages, then publish. Repeat the process for each page in the list above, replace placeholder text and photos with real ones, and publish.
The best prompt for a financial advisor website
Copy this prompt, then change the name, city and details to match your business.
Build a home page for Northstar Financial Planning in Denver, Colorado, a fee-only fiduciary advisor. Hero with the headline Clear Advice for Your Financial Future and buttons for Book an Intro Call and How We Work. Add a who-we-serve section for retirees and families, a services grid (retirement planning, investment management, tax strategy, estate planning), a fiduciary and fee-only explainer, advisor credentials, a three-step process strip, client testimonials with compliance disclaimers and a contact form. Use deep navy, white and soft gold with a calm, professional tone.
Follow-up prompts to refine it
- Create a how-we-are-paid page that explains fee-only compensation in plain terms.
- Add a retirement planning page with a five-question self-assessment and a call to action.
- Add a compliance disclosures footer with required wording and links.
Create it in Tuli Builder and refine visually.
Content and SEO
- Plain-English guides: “How much do I need to retire?”, “Roth conversion basics”.
- Local pages if you serve a region.
- Have content reviewed under your firm’s compliance process.
FAQ
Can I add a calculator?
Yes, embed a retirement or savings calculator and add disclaimers.
What does it cost?
Tuli Builder is a one-time payment from $49.
See also the accountant website guide and the beginner’s guide.