Service Agreement

This is the deal between your advisory firm ("you") and The Financial Advisor SEO Company ("we" or "us"). We wrote it in plain English on purpose. If anything here is unclear, ask us and we will explain it.

What you get

A custom website built for your firm, on your own domain.
Hosting and security for that website.
Local SEO, so you show up when people in your metro area search for a financial advisor.
Work on your Google Business Profile (your listing on Google Maps).
On-page and technical SEO.
AI search work: structured data, clear service and metro pages, and consistent listings, so AI tools like ChatGPT and Google's AI answers can find and describe your firm. We check what they say about you once a month.
Compliance pre-approval: we send every page to your named compliance contact (your CCO or compliance consultant) before it goes live, and we keep every version of the site in git so you have a dated copy for your records.
Call and form tracking, so you can see every inquiry your site brings in.
A plain-English report every month.
Unlimited edits. Send us a change and we will make it within 72 hours.

Not included: Google Ads management, social media, cold outreach, seminars, and lead platform accounts (SmartAsset, Zoe, WiserAdvisor, Datalign).

What it costs

$1,500 a month, flat. There are no setup fees, no per-lead fees, and no revenue share.

You pay nothing while we build your new site. Billing starts the day your new site goes live. After that, we bill you once a month, in advance, by card through Stripe.

No contract

There is no long-term contract. You can cancel any time by sending us an email. Your service keeps running until the end of the month you already paid for. We do not give refunds for part of a month.

Who owns what

You own your domain, your website, your content, the git history, and your Google Business Profile. If you leave, we hand all of it over to you, including admin access. There are no exit fees.

One firm per metro area

While you are a client, we will not work with any other advisory firm in your metro area.

Compliance

You are responsible for your firm's compliance with the SEC Marketing Rule, your state's rules, or FINRA Rule 2210, whichever applies to you. We help by sending every page to your compliance contact before it is published, by never writing performance claims, projected returns, or guarantees, and by never collecting testimonials, endorsements, or reviews without your compliance sign-off and the required disclosures. We make the changes your compliance reviewer asks for. If a page is not approved, it does not go live.

What we don't promise

We do not promise a certain ranking on Google, a mention in any AI tool, or a certain number of prospects or clients. Nobody can honestly promise that. Results depend on your metro area, your competition, and things Google and the AI companies control. What we do promise: we do the work, we send every page through your compliance review, and you see every call and form we bring in, every month.

What we need from you

Access to your domain and your Google Business Profile. We will show you how to give it to us.
A named compliance contact who can review pages within a reasonable time, so the work doesn't stall.
Answers to our questions in a reasonable time.
True and up-to-date information about your firm, including your registration, credentials, fee structure, and required disclosures.

Privacy

We only use your information to do the work for you. Read our Privacy Policy for the details.

Changes

If we ever change the price, we will email you at least 30 days before it takes effect. You can cancel before then if it doesn't work for you.

Contact

Patrick Antinozzi
The Financial Advisor SEO Company
Email: patrick@thefinancialadvisorseocompany.com
Phone: 647-372-2272
Mail: 99 Durant Ave, Toronto, ON M4J 4W3, Canada

Ready to go? Get started. Have questions first? Book a call.