How much does a lead cost for financial advisors with RankMeHi?

We have not published a price for financial advisors yet. Our published rule sets it: at most 5% of your average first engagement, never above the lowest price a lead marketplace publishes for the same enquiry, and written into the agreement before you sign. Before that there is a $490 founding-partner setup, which covers the design and a fast five-page site, live within 21 days of receiving your content or the setup is refunded, and $99 a month for hosting, the call-tracking number and your lead ledger. Your first three approved leads are free.

What counts as a billable lead for an advisor?

A new prospect, in your service area, asking about advice you provide, on a call over 60 seconds or through a form or text describing a real need such as retirement income or a rollover. Existing clients, wholesalers, recruiters, job seekers, spam, wrong numbers, repeat contacts within 90 days and anyone outside your area are never billed. You can reject any lead within seven days with one tap.

Who controls the content on the site?

You do. You approve every page before it goes live, and you keep control of your advertising content under your own regulator’s rules, including whether testimonials or any performance figures appear at all. We make no claim that the site is compliant; have it reviewed by your compliance contact before launch. The form never asks for account numbers or balances.

Do you work with other financial advisors in my city?

No. We take one partner per specialty in each city, so your enquiries are never shared with another advisory firm nearby. If your city is already taken we will tell you on the first call, and the fixed-price website project is still open to you.

Financial advisor marketing · pay per lead

Financial advisor marketing where you pay per introductory meeting request you approve.

A fast advisory firm website, service pages and your Google Business Profile for a $490 founding-partner setup. After launch you pay only for introductory-meeting requests you approve, and you approve every word on the site.

Get my per-lead price What counts as a lead

$490 founding-partner setup, $99 a month, first three approved leads free. One advisory firm per city.

5%
at most, of your average financial advisors job: the cap on the price per approved lead, written in before you sign
RankMeHi partner terms, confirmed 27 Sep 2026
26%
have no tap-to-call link on the homepage
RankMeHi study of 662 Orange County business websites. Crawl 25 to 26 Sep 2026; PageSpeed Insights, mobile, 26 Sep 2026.
79%
of sites take more than 4 seconds to show their main content on a phone
RankMeHi study of 662 Orange County business websites. Crawl 25 to 26 Sep 2026; PageSpeed Insights, mobile, 26 Sep 2026.

Why financial advisors lose calls

What a advisory firm's site has to do differently.

In one lineFinancial Advisors marketing from RankMeHi is a site, local SEO and a Business Profile built at cost, billed at a price set by the 5% rule per lead the advisory firm approves.

People rarely hire a financial advisor on impulse. A pre-retiree weighing a rollover, a business owner who sold a company, a family after an inheritance: they search for a fee-only or fiduciary advisor nearby, read about how you are paid and what minimums you have, look for credentials such as the CFP mark, and often take weeks before asking for a first meeting.

So the site we build for an advisory firm explains who you serve, how you are paid and what the first meeting looks like, and asks only for an introductory conversation. Specialties, retirees, physicians or business owners, get their own pages. Nothing goes on the site without your approval, because the content is your advertising and you answer for it.

What we build

Six things every advisory firm site gets, written for your jobs.

The same build as our fixed-price project: designed in Figma, shipped as a fast static site, edited in a CMS your team can use. These are the parts specific to your trade.

01
Who you serve
The clients you work with best, by stage of life or profession, with the problems you help them with.
02
How you are paid
Your fee structure and any minimums, stated plainly so prospects know before they call.
03
Services
Retirement income, rollovers, tax-aware investing, estate coordination and business owner planning, as you offer them.
04
The first meeting
What happens in the introductory conversation, how long it lasts and what the prospect should bring.
05
Credentials and disclosures
Each advisor’s credentials and the disclosures your compliance contact requires, in the footer of every page.
06
An introductory-meeting request
Contact details and what the person wants to talk about. No account numbers and no balances.

What you pay for

What counts as a financial advisors lead, and what never does.

The rule is the same for every trade: a new customer, in your service area, asking about a service you offer, on a call over 60 seconds or through a form or text describing a real job. Here is what that looks like for you.

Billed at your written price

A pre-retiree in your area calls about rolling over a 401(k) and the call runs over a minute
A meeting request from a business owner planning a sale who is not an existing client

Never billed

An existing client calling about their account
A fund wholesaler or custodian rep asking for a meeting
A recruiter or another firm’s advisor looking to move
Anything you reject within seven days, one tap, no reason needed
Your first three approved leads

Cost of a lead

What a financial advisors lead costs, side by side.

We have not priced advisory leads: the rule limits the fee to 5% of what an average first engagement is worth to you and to the lowest marketplace price, in writing before signing.

Ways a advisory firm buys leads
Aspect	Price per lead	Shared with others	You approve first	A site you keep
Shared-lead marketplaces in general	Set by the marketplace	Three to five businesses	No	No
Retainer agency	Same fee with or without leads	Usually not	No	Usually
RankMeHi pay-per-lead partner	Set by the 5% rule, first three free	Never, one partner per city	Yes, seven days	Yes

Marketplace figures are the public price ranges on their pricing pages, read on 27 September 2026. The RankMeHi price is the published partner rate. Compare cost per lead across trades.

Proof

What we can show, honestly.

We have not published a result for financial advisors yet. The lead logs we can show are from an auto glass shop and a collision shop, and the method is the same: a fast site, a tracked number and a form that logs every enquiry. That is why the first partner in each field gets founding terms.

See the lead logs we do have

How it works

From first call to first lead in 21 days.

Four steps, and the money only starts moving at step three.

01
Free audit and a yes or no
Day 1
We check your demand, who answers the phone and whether your city is open. You get a written audit of the current site either way.
You getA price per lead in writing, and a straight answer on fit.
02
Design and build at cost
Days 2 to 21
A five-page site designed in Figma and built on a static stack, with the tracking number, call recording and the quote form wired in. Live within 21 days of receiving your content or the setup is refunded.
You getA fast site that is yours to keep, and a Business Profile pointed at it.
03
Leads land in your ledger
From launch
Every call and form arrives within the hour with the recording or the form text attached. Reject anything with one tap within seven days.
You getExclusive leads, and the first three free.
04
One invoice a month
Monthly
One line per approved lead, after the month ends, under the cap you set. New service and area pages are added as the ledger shows what converts.
You getA bill that only grows when the phone rings.

Questions

Questions financial advisors ask first.

: We have not published a price for financial advisors yet. Our published rule sets it: at most 5% of your average first engagement, never above the lowest price a lead marketplace publishes for the same enquiry, and written into the agreement before you sign. Before that there is a $490 founding-partner setup, which covers the design and a fast five-page site, live within 21 days of receiving your content or the setup is refunded, and $99 a month for hosting, the call-tracking number and your lead ledger. Your first three approved leads are free.
: A new prospect, in your service area, asking about advice you provide, on a call over 60 seconds or through a form or text describing a real need such as retirement income or a rollover. Existing clients, wholesalers, recruiters, job seekers, spam, wrong numbers, repeat contacts within 90 days and anyone outside your area are never billed. You can reject any lead within seven days with one tap.
: You do. You approve every page before it goes live, and you keep control of your advertising content under your own regulator’s rules, including whether testimonials or any performance figures appear at all. We make no claim that the site is compliant; have it reviewed by your compliance contact before launch. The form never asks for account numbers or balances.
: No. We take one partner per specialty in each city, so your enquiries are never shared with another advisory firm nearby. If your city is already taken we will tell you on the first call, and the fixed-price website project is still open to you.
: We have not published a result for financial advisors yet. The lead logs we can show are from an auto glass shop and a collision shop, and the method is the same: a fast site, a tracked number and a form that logs every enquiry. That is why the first partner in each field gets founding terms.