Our monthly plans start with a custom website for your advisory or CPA firm, then add the marketing, intake, and support you choose.
For firms that want deeper search work and to know a prospect’s situation before the first call.
$1,899/ month
For firms that want to be found nearby, let prospects book calls and keep clients informed.
$1,299/ month
For a financial advisor or CPA firm that wants a custom website without handling the technical side.
$599/ month
For firms with several offices, brands or bigger projects that need one coordinated plan.
$4,999/ month
Final website, location, and integration scope agreed before kickoff.
Every plan includes a custom website, launch, hosting and support. DomeBook™ consultation booking starts with Growth, and DomeChat™ AI chat starts with Professional. Prices are in US dollars, billed monthly, with no setup fee. Your agreement confirms the scope and terms.
Start with a free homepage design. Choosing a plan starts a conversation, not a purchase.
Jack builds every site by hand, so we take on up to 5 new firms a month.
Essentials
You want a credible site of up to 7 pages and someone else to run it. Booking, chat and newsletters can wait.
Growth
Prospects book a call online, your Google Business Profile gets set up, and clients get a monthly newsletter once you approve it.
Professional
When a CPA or an estate planner sends someone over, guided chat gathers their situation first. Your first call starts with context.
Enterprise
Pages, profiles and newsletters cover every agreed location. Strategy calls are monthly, and the scope is set before kickoff.
We want to earn your business every month, with the quality of our work and the attention we give your firm.
Your website and included services run month-to-month, with no long-term contract.
Request cancellation at any time with 30 days’ written notice. Your service-end date and final billing follow your agreement.
Your plan provides use of WealthDome-created work during active paid service, not ownership. When service ends, continued hosting, managed services, a website buyout, and code handoff are not included.
Your domain, existing materials, and business data, including your inquiries, remain yours. Any continued use of WealthDome-created work or transition assistance must be agreed in writing.
| RecommendedProfessional$1,899/mo per monthDiscuss plan | Growth$1,299/mo per monthDiscuss plan | Essentials$599/mo per monthDiscuss plan | EnterpriseFrom $4,999/mo per monthDiscuss plan | |
|---|---|---|---|---|
| Website, hosting & support | ||||
| Up to 30 pages | Up to 15 pages | Up to 7 pages | Unlimited pages, scoped | |
Built around your services and people. The page count is the site we agree, not a monthly quota of new content. | ||||
| Website, logo & brand guide | Website, logo & brand guide | Custom website | Website, logo & brand guide | |
Essentials gets website design. From Growth, we add a logo and brand guide, and agree what you’ll receive before work starts. | ||||
| Included | Included | Included | Included | |
Every page works on phones, tablets and desktops, so clients checking in between meetings see the full site. | ||||
| Included | Included | Included | Included | |
We host your site and secure it with HTTPS. Your domain registration and any outside fees get confirmed separately. | ||||
| Included | Included | Included | Included | |
Updates and routine support are included. We won’t promise unbroken uptime or perfect security, since no honest provider can. | ||||
| 6 hours / month | 3 hours / month | 1 hour / month | 12 hours / month | |
Monthly edit time covers changes like a new team bio, at no extra charge. Bigger requests get a scope and price you approve first. | ||||
| SEO & AI search | ||||
| Premium SEO & AI search | Technical + on-page SEO | Basic technical SEO | Multi-site SEO & AI search | |
Essentials sets up the technical groundwork. Growth adds on-page work, Professional adds premium SEO and AI search, and Enterprise carries it across your sites. Rankings, traffic and AI answers aren’t guaranteed. | ||||
| Included | Included | Included | Included | |
Structured data, an XML sitemap, crawl rules and Search Console, set up for you. Google decides what it indexes and which rich results it shows. | ||||
| Setup & optimization | Setup & optimization | Not included | Multi-location scope | |
We set up and tune the profile for each eligible office, with your access and your sign-off. Google runs verification on its own terms. | ||||
| Intake & your firm’s workspace | ||||
| Included | Included | Included | Included | |
Website inquiries land in your firm’s own workspace. It doesn’t replace your CRM, such as Redtail or Wealthbox, or your billing system. | ||||
| Included | Included | Not included | Included | |
Prospects pick a one-to-one call time and a meeting method you offer. It doesn’t rotate a team calendar, route between advisors or take payment. | ||||
| Included | Not included | Not included | Included | |
A guided flow asks what a prospect needs before they reach you. Your team gives any advice, decides who’s a fit and follows up. | ||||
| Agreed integration scope | Not included | Not included | Custom scope | |
Professional and Enterprise include planning for links to your firm’s tools. We confirm each connection, its limits and any vendor fees with you first. | ||||
| Communication & measurement | ||||
| Monthly · up to 3 locations | Monthly · 1 location | Not included | Monthly · all agreed locations | |
We write, design and send each issue through a provider you agree to, once you approve it. Your plan sets how often and for how many offices. | ||||
| GA4 + conversion tracking | GA4 + conversion tracking | Basic GA4 setup | GA4 + conversion tracking | |
GA4, set up for your site. What it tracks depends on your approved setup, visitor consent and the data available, so it can’t tie every client to revenue. | ||||
| Included | Included | Not included | Included | |
A written monthly update from your analytics and the reporting sources we agree. It isn’t a live ROI dashboard. | ||||
| Quarterly | Not included | Not included | Monthly | |
A call to go over results and priorities, apart from the written report. Any extra calls are set in your agreement. | ||||
| The managed relationship | ||||
| Included | Included | Included | Included | |
We prepare everything and run the launch. Your firm sends access, accurate facts, feedback and approvals, including your compliance review. | ||||
| Included | Included | Included | Included | |
One person on our team you can reach about your plan. We don’t quote a reply time or offer always-on support. | ||||
| Not included | Not included | Not included | Not included | |
What you spend on ads goes to Google, outside your monthly plan. | ||||
| Not included | Not included | Not included | Not included | |
Planned, not offered yet. Setup, fees and tracking would need their own agreement. | ||||
Built around your services and people. The page count is the site we agree, not a monthly quota of new content.
Essentials gets website design. From Growth, we add a logo and brand guide, and agree what you’ll receive before work starts.
Every page works on phones, tablets and desktops, so clients checking in between meetings see the full site.
We host your site and secure it with HTTPS. Your domain registration and any outside fees get confirmed separately.
Updates and routine support are included. We won’t promise unbroken uptime or perfect security, since no honest provider can.
Monthly edit time covers changes like a new team bio, at no extra charge. Bigger requests get a scope and price you approve first.
Essentials sets up the technical groundwork. Growth adds on-page work, Professional adds premium SEO and AI search, and Enterprise carries it across your sites. Rankings, traffic and AI answers aren’t guaranteed.
Structured data, an XML sitemap, crawl rules and Search Console, set up for you. Google decides what it indexes and which rich results it shows.
We set up and tune the profile for each eligible office, with your access and your sign-off. Google runs verification on its own terms.
Website inquiries land in your firm’s own workspace. It doesn’t replace your CRM, such as Redtail or Wealthbox, or your billing system.
Prospects pick a one-to-one call time and a meeting method you offer. It doesn’t rotate a team calendar, route between advisors or take payment.
A guided flow asks what a prospect needs before they reach you. Your team gives any advice, decides who’s a fit and follows up.
Professional and Enterprise include planning for links to your firm’s tools. We confirm each connection, its limits and any vendor fees with you first.
We write, design and send each issue through a provider you agree to, once you approve it. Your plan sets how often and for how many offices.
GA4, set up for your site. What it tracks depends on your approved setup, visitor consent and the data available, so it can’t tie every client to revenue.
A written monthly update from your analytics and the reporting sources we agree. It isn’t a live ROI dashboard.
A call to go over results and priorities, apart from the written report. Any extra calls are set in your agreement.
We prepare everything and run the launch. Your firm sends access, accurate facts, feedback and approvals, including your compliance review.
One person on our team you can reach about your plan. We don’t quote a reply time or offer always-on support.
What you spend on ads goes to Google, outside your monthly plan.
Planned, not offered yet. Setup, fees and tracking would need their own agreement.
Tell us about your firm and we’ll help you choose.
Before you decide
Straight answers on cost, contracts, booking and leaving.
Essentials is $599, Growth is $1,299 and Professional is $1,899 a month. Enterprise starts at $4,999 a month, and its final price follows the scope you agree.
You pay in US dollars, monthly and in advance. Your site, hosting, support and edit time are inside that price.
See a site we built for a CPA firmNo to both. The listed plans have no setup fee and run month to month. If your firm ever wants annual billing, we’d agree separate terms for billing, refunds and cancelling.
From Growth, prospects can book an introductory call online. From Professional, guided chat also asks what they need help with, like a rollover or a business sale. On Essentials, they reach you through your contact form.
Send us 30 days’ written notice. Your agreement sets the last day of service and the final bill.
Inside the first 30 days after launch, you can use the money-back guarantee instead. That’s a separate right.
How the WealthDome™ Launch Guarantee worksYou use the site and the work we create while you’re on a paid plan. Your domain, your own materials and your business data, including your inquiries, stay yours.
Ownership, in fullNo. Google Ads management is planned but isn’t part of any plan today. Ad spend always goes to Google, never through your plan.
Count twelve months of the plan plus any setup fee. On Essentials that’s $7,188, with no setup fee. Then add the outside costs listed above.
Ask each vendor about edit time, who owns the site and the notice to leave.
Financial advisor website builder, vendor or agencyWe’ll create a free homepage design for your firm. Then we’ll walk you through it and recommend a plan built around your goals before you commit.
Limited availability
Up to 5 new firms each month.
Your firm gets the time and attention it deserves.
