Preview
Build your website and try everything before you go live.
$0free
Website builder for financial advisors
A financial advisor website that explains how you work and charge
Describe who you advise and how you’re paid, and Cornerrr builds service pages, a team page, a short request form for a first call and pages for the disclosures your regulator expects. Your compliance review comes before you publish.
- Free to build and preview
- Payments by Stripe
- No transaction fees from Cornerrr
What you get
Your financial advisor website, ready in about a minute.
Cornerrr writes every page from your description, then you change anything by clicking or by asking.
Pages it starts with
- Home
- Services
- Who we help
- How we charge
- Disclosures
- About
- Contact
Services in plain words
Retirement planning, investment management, pension choices and college savings, each explained without jargon, with who it suits and what the work involves.
An intro call request
A short form for a name, contact details and what prompted them to reach out. Each request lands in your Inbox, and you reply to set a time.
How you charge, spelled out
Flat fee, hourly, a share of assets or commissions: say which, and what a client gets for it. Clear fees are one of the first things people look for.
Fixed-fee planning projects
If your firm allows it, a one-off financial plan or a portfolio review at a fixed fee can be paid online through your Stripe account.
Professional services
Built for how financial advisors actually work.
Your services with prices, or “price on request” so clients ask first, and every request in your Inbox.
Pages for your disclosures
Add a Disclosures page and footer links to your Form CRS, Form ADV or BrokerCheck profile, and edit them by clicking when they’re updated.
Short, safe forms
You pick the request form’s fields, so it never asks for account numbers or balances. Add a line asking people not to send financial details through it.
A blog for approved articles
On the Growth plan, publish planning articles once your compliance team has approved them. Each gets its own page title and description for search engines.
Ready-made themes
Themes for financial advisors, ready to make your own.
Harbour
Made for Counsellors, Therapists, Life coaches
Soft and quiet for counsellors, coaches and therapists.
Atlas
Made for Office suppliers, Fit-out companies, B2B services
Modern and confident for B2B services and fit-outs.
Advice
What makes a great financial advisor website
Whatever you build it with, these are the things that turn visitors into customers.
Have compliance review the website
In the US, registered investment advisers follow the SEC’s marketing rule and broker-dealer reps follow FINRA’s communications rules; many firms must approve a website before it goes live. In the UK, the FCA expects promotions to be fair, clear and not misleading.
Put your Form CRS where it’s easy to find
SEC-registered advisers and broker-dealers that have a public website must post their relationship summary, Form CRS, on it. A link in the footer and on your fees page covers most visitors.
Leave out performance promises
Avoid return figures, “beat the market” lines and anything that sounds certain. Showing performance comes with strict conditions under the SEC marketing rule, and outcomes are never yours to promise.
Keep account details off forms
Ask for a name, contact details and a sentence on what they need, never account numbers, balances or Social Security numbers. Those belong in your secure client systems.
Say who you serve
Teachers near retirement, doctors early in their careers, small-business owners: a clear niche helps the right people recognize themselves and gives your pages specific words to be found by.
Explain your duty in plain words
If you act as a fiduciary, say so and say when. If you’re dual-registered, explain which role applies to which service. Being clear here prevents misunderstandings later.
How it works
From a few words to a financial advisor website, live.
Step 1: Describe your business
A sentence or two is enough: what you do, who it’s for and how people buy from you.
Step 2: We build it while you watch
Cornerrr writes your pages, adds your products or services, and picks the colours, fonts and look. It takes about a minute.
Step 3: Connect payments
Link a Stripe account, or create one in a few minutes. Your customers pay you directly.
Step 4: You’re live
Publish on your free Cornerrr web address, or use your own. Change anything later by asking.
Payments
Get paid the way your customers like to pay.
Payments go through your own Stripe account, straight to you. Your customers see the methods you turn on in Stripe that work for their country and currency.
Selling in Europe or the US? United States, United Kingdom, Germany, France, Netherlands, Ireland and every country we cover.
Pricing
Free to build. Simple plans to go live.
Build and preview for free, no card needed. Every paid plan starts with a 14-day free trial, and Cornerrr adds no transaction fees.
Starter
Go live and start selling.
$19a month
Most popular
Growth
For growing businesses with subscriptions and deliveries.
$49a month
Pro
For several stores and bigger catalogues.
$99a month
Questions
Good to know
Can I show what clients say about me on my advisor website?
Under the SEC marketing rule, registered advisers can show client endorsements with disclosures and oversight; FINRA and state rules differ. Check with compliance first. Cornerrr has no reviews feature, so anything you show is text you add and control.
What disclosures does a financial advisor website need?
It depends on how you’re registered. Common ones are your Form CRS, a link to Form ADV or BrokerCheck, and your firm’s regulatory status. Your compliance team or regulator has the final list.
Can clients pay a planning fee on my website?
If your firm allows it, yes: a fixed-fee plan can be a product paid through your Stripe account, and an ongoing flat fee can be a subscription on the Growth plan. Asset-based fees are usually billed through the custodian instead.
Do I need any technical skills?
No. You describe your business in your own words and Cornerrr builds the website. Afterwards you change things by clicking, or by asking the assistant in plain words.
How much does it cost?
Building and previewing your website is free, with no card needed. To go live and take payments, choose a plan from $19 a month. Every paid plan starts with a 14-day free trial; a card is needed to start it.
Start your financial advisor website.
Describe your business and see your website in about a minute. It’s free until you go live.