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Financial advisors

Websites for financial advisors.

Prospects read your bio and your approach before they book a call, and every word they read has been through compliance. If you need a new site we build it from the copy your compliance team approves, and if you have one, we take it over and post changes exactly as approved.

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What we look after

What a financial advisor website has to do.

Show disclosures on every page

Your disclosure text goes in the footer of every page, with links to your Form ADV or BrokerCheck where they apply. When the wording changes, we update it everywhere at once.

Post only what compliance approved

On Managed + Website, send us the approved copy and we post it as written. We don't rewrite approved text.

Keep earlier versions

Backups run twice a day and are kept off-site for 30 days, so an earlier version of a page can be brought back if you need it.

Book an intro call

Prospects book a first call through Calendly or a similar tool. We embed it on the site next to your bio.

Keep account details off the site

Account numbers and statements belong in your custodian's or planning software's portal. The website's forms ask only for contact details and link clients to the portal.

Introduce the team

Prospects want to know who they'll work with. We update advisor bios and photos when someone joins or earns a new designation.

What we often hear

What usually goes wrong.

  • Compliance found a page on our site with an old disclosure on it.
  • We changed broker-dealers, and the old name is still in the footer on half the pages.
  • Every small change takes weeks because the web company rewrites what compliance already approved.
  • The client login link points to a portal we stopped using.
A note from Ryan

Your compliance team has the last word

After a broker-dealer change, the old firm name tends to survive somewhere on the site, like a PDF or a page nobody links to anymore. I search every page for it, along with the old disclosure text. Once compliance approves a change, I post it word for word.

Ryan Lovett, founder of Hosterr
Ryan Lovett
Founder, Hosterr
Send me a message

Are your disclosures on every page?

Send us your site and we'll go through the footer disclosures, the forms and the BrokerCheck and Form ADV links, then send you a list of what we find.

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Plans

How much do you want us to do?

Every plan comes with the same developer and a free migration. Managed is month to month, and Managed + Website has a 12-month minimum because the new website is part of it.

Managed

$50 /mo

per site

You already have a site and you update it yourself. We look after everything underneath it.

What we take care of
  • Plugin, theme and WordPress updates snapshot saved first
  • Server, PHP and database updates planned and tested by us
  • Backups twice a day verified and kept off-site for 30 days
  • Security and monitoring scanning with a firewall and alerts
  • Same-day replies from the developer who does the work
  • Regular email updates what we did, in plain English
  • Free migration we move it for you
Get started

Changes to the site itself are quoted first at our standard $95/hr.

A new website included

Managed + Website

$99 /mo

per site, built and hosted by us

We build you a new website, then host it and keep it current. After that, send the requests, like text changes or new pages, and they get made.

Everything in Managed, plus
  • A new website, built for you up to 10 pages, designed and built when you join
  • 1 hour of developer time a month worth $95 at our standard rate
  • Site problems fixed out of that time no quote to approve first
  • Checks after updates we test your forms and checkout
  • A monthly review a look at speed and security
  • First in line your email gets picked up first
  • A design refresh after two years your existing pages, made current
Get started

12-month minimum, then month to month. Unused time carries over one month. Extra hours are quoted first at $95/hr.

Custom SLA

Quote

after we look at your sites and the terms you need

For agencies, larger organizations, and custom web apps and software that need more development, resources and attention.

Everything in Managed, plus
  • Set up for agencies white-label, every client site on one bill
  • Response times in the contract agreed before anything gets signed
  • Uptime commitments in writing with a named person to escalate to
  • A dedicated server, if you need one sized to your traffic
  • Update windows that suit you scheduled around your busy hours
  • Custom software and integrations web apps and tools built around how you work
  • A development team when you need one vetted US-based developers for bigger jobs
Get started

We agree on the terms with you first.

Add-ons for either plan

Common questions

What people ask us.

No. Compliance is your firm's call, and we don't review copy for it. We post what your compliance team approves exactly as written, and when a disclosure changes we update it on every page at once.

We don't offer an archiving service. Backups run twice a day and are kept off-site for 30 days, which lets us bring back a recent version of a page, but that isn't a records archive. If your firm needs one, use an archiving service and we'll set the site up so it can reach it.

Yes. Send us the new names, disclosure text and links, and we change them on every page and search the site for anything we missed. On Managed + Website it comes out of your monthly hour, and a bigger change is quoted first at $95 an hour.

Yes, on Managed + Website. We build it from approved copy only, and you see each page before it goes live, so compliance can review the finished site before any prospect does.
Clients

A few of the businesses we host.

A few of the businesses whose websites and apps we look after.

ANPC
Go Auto
Congruity 360
500+ sites supported
Cortex Building Intelligence
Public Counsel
Animal Flow
The Pharmacist Choice
10+ years building & managing sites
Boston Carpentry
City Construction
Speak Local
My Allergy Experts
RYCO Inc
The Mobile Locker Co.
Optiline Enterprises
Pivotal Talent Search
Sara Ray
PRO+GRIP
World Academy
Southern New Hampshire Vertigo and Balance Center
UserGuard

What customers say.

Reviews from Trustpilot

A person could not find a better company for their internet needs. Customer service is number 1. Whenever we have an issue Ryan addresses the problem immediately no matter the time or day.
Cindy S.
Hosterr actually has a soul Hosterr is one of the few tech companies that I use that doesn't feel like it's trying to squeeze every last dollar out of you. It works well, easy to switch and the services are fair value for my. A great fit for my marketing agency digital environment
Adam C.
Great customer service! I have multiple websites hosted on Hosterr. Setup was seamless and super easy, customer service has always been fantastic and quick to respond. I've had 100% uptime with no issues. Would recommend Hosterr to anyone looking for a reliable webhost.
Nathan T.
I use Hosterr for multiple websites. I recommend them to anyone who needs hosting! I have never had an issue with downtime and my sites are blazing fast. Also their customer service is unmatched, leagues better than GoDaddy.
Adam S.
Professional services

Others we look after.

Professional services

Hosting for firms whose clients look them up first.

Law firms

Firms where one intake email can be a case.

Accountants and CPAs

Firms with a client portal and a busy tax season.

Insurance agencies

Agencies whose quote forms are the business.

Tell us what you need.

Tell us what you're running and what's getting in the way. We'll write back the same day with a plan, and if Hosterr isn't the right fit, we'll say so.

Get started See what we do

Every message goes straight to Ryan.