By trade · professional services
Static hosting for financial advisors
Financial advisor sites are credibility plays with regulatory considerations. Disclaimers, ADV disclosures, and compliance language all need to stay exactly as approved by your compliance team.
What a typical financial advisor site looks like
Homepage, services (planning, investment management, tax planning, retirement), team / advisor bios, ADV disclosure (linked PDF), intake / 'schedule a call' form, contact.
We preserve all compliance language word-for-word. Static migration is actually a better fit for compliance review than CMS-based hosting — the content is stable, version-controlled, and auditable.
Trade-specific things to know
- ADV/Form CRS disclosures are usually linked PDFs — preserved.
- Schedule-a-call widgets (Calendly, Cal.com) work identically as embeds.
- Some firms have a client login link to a portfolio aggregator (Orion, Black Diamond) — external, unaffected.
10-year cost projection
Our take
Financial advisor sites benefit from static migration's stability and auditability. Compliance teams tend to like 'this content cannot change without an explicit deploy' more than 'this content can be edited by anyone with wp-admin access'.
Questions
Will my compliance disclaimers stay exactly the same?
Yes — word-for-word. Static content can't drift. If you ever need to update a disclaimer, send us the new approved version and we deploy it.
Get an automated assessment for your financial advisor site
Free. 30 seconds. We'll tell you whether your specific site fits the standard plan and what the migration would look like.
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