Your financial planner website, live in minutes

Create Your Financial Planner Website

Tell Kleap what you offer, the clients you serve and the tone you want. The AI builds a complete financial planner website you can publish for free, no credit card required.

200,116+ sites created with Kleap

Most financial planners still rely on a static brochure site, a clunky template or an agency that charges thousands and takes weeks to deliver. The result is a website that quietly undermines the trust you work hard to build face to face. Kleap flips that around: you describe your advisory services, your niche and your brand voice in plain English, and the AI generates a financial planner website with the right pages, structure and calls to action already in place, ready to publish and edit whenever you like.

Everything your financial planner website needs

A designer's result at the speed of a sentence.

Trust-first service pages

Pre-built layouts for retirement, tax, investment and estate planning that put credentials and outcomes front and centre.

Compliant-ready content blocks

Disclaimer, risk warning and FCA/SEC-style footer slots are wired in so you can drop in your own wording without touching code.

Lead capture and booking

Contact forms, discovery-call calendars and newsletter sign-ups are baked in so enquiries go straight to your inbox or CRM.

Hosting and SSL included

Your site is hosted on Kleap with SSL, fast loading and mobile responsiveness handled from day one.

Why a financial planner website is different

Advisory websites have to do more than look professional. Visitors are comparing you to other firms, checking your credentials and deciding whether to book a call, often within seconds. Kleap builds financial planner websites around that reality, with service pages, about sections and FAQs written for the way clients actually search.

  • Clear separation between retirement, tax, investment and estate services
  • Dedicated advisor bio pages that build personal trust
  • FAQ blocks tuned to common financial planning questions

From prompt to published financial planner website

Open Kleap, write a short description of your practice and let the AI generate your site. You can edit any section, swap the colour palette to match your brand and add new pages as your services grow. When you are happy, publish on a free Kleap subdomain or connect your own domain in a few clicks.

  • Describe your practice in one or two sentences
  • Edit copy, images and layout with a simple visual editor
  • Publish free or connect a custom domain instantly

Designed to convert visitors into clients

Every Kleap template for financial planners is built around a clear path: hero headline, proof, services, advisor story and a prominent call to action. Forms, booking widgets and phone links are placed where visitors expect them so more enquiries turn into discovery calls.

  • Above-the-fold headlines that speak to client goals
  • Sticky contact and booking buttons on every page
  • Testimonial and case study sections ready to populate

Hosting, security and updates handled

Kleap takes care of hosting, SSL certificates, performance and mobile responsiveness so you can focus on your clients, not your tech stack. When regulations or services change, you edit the copy in Kleap and the site updates the same moment, with no developer involved.

  • Managed hosting with SSL on every page
  • Mobile-optimised layouts out of the box
  • Edit content any time and see changes live immediately

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Frequently asked questions

What is a financial planner website?

It is a website built specifically for financial advisors and planners. It showcases your services, credentials and contact options so prospective clients can learn about you and book a discovery call.

Can Kleap really build a financial planner website from a prompt?

Yes. You describe your practice, services and audience in a short prompt and Kleap generates pages, copy and layout for a complete financial planner website you can edit and publish.

Do I need to know how to code?

No coding is required. Everything is edited visually in Kleap, from headlines and service descriptions to images and colours. If you can write an email, you can run your site.

Is it free to build and publish a financial planner website on Kleap?

You can build, edit and publish on a free Kleap subdomain at no cost, with no credit card needed. Paid plans add custom domains, extra storage and advanced features.

Can I add my own domain name?

Yes. On any paid plan you can connect a domain you already own or register a new one, and Kleap will handle SSL and DNS for you.

Will the site include compliance and disclaimer sections?

Kleap templates for financial planners include footer and page slots for disclaimers, risk warnings and regulatory text. You drop in your own approved wording, so the site stays aligned with your compliance requirements.

Create your financial planner website now

Describe it, AI builds the site. Free, no credit card.

Financial Planner Website | Kleap