Custom Financial Advisor Shopify Theme
Flat-fee plans, planning memberships and real bios for advisors
A thirty-four-year-old with a good income and no idea what to do with it rarely has the assets an advisor needs for a percentage-of-portfolio fee. Plenty of planners now serve those clients with a flat-fee plan or a monthly retainer and Shopify is a clean way to sell both. Foxco builds a custom financial advisor Shopify theme with a one-time planning package, a monthly planning membership through a Shopify subscription app, advisor bios that read like real people and a page that explains how you're paid in plain numbers. Priced at $999 installed and configured, it gives the next generation of clients a way to start working with you before they've built a seven-figure account.
A practice built for the clients who come next.
Let's get to work.
Contact us today.
Built for Financial Advisors
- 01One-time planning package with individual and couple variants
- 02Monthly planning membership for a subscription app
- 03Advisor bios with room for personality
- 04Plain-numbers page explaining how you're paid
- 05Booking app slot for the first planning meeting
- 06Path from planning clients to full management
Financial Advisor theme questions
Will my store look like every other advisor template?
No. Foxco begins with a Shopify framework made for financial advisors, then adds your brand, planning packages and bios so it sounds like your practice.
What's the turnaround?
About 7-10 days from receipt of your logo, photos and package details. Rush jobs depend on how busy our team is.
Does the theme take care of compliance review?
No. The theme doesn't make your site compliant with SEC, FINRA or state rules and your compliance team should review every page and fee description before launch. Archiving tools can be connected through the right providers as a custom project.
Can clients book their planning meeting after they buy?
A Shopify booking app can tie the plan purchase to a meeting time. Shopify bills the plan and the app maker bills the app; neither comes out of the $999.
The thirty-four-year-old with a good salary is often the client who'll have real assets in fifteen years. A flat-fee entry point lets you build that relationship now, on terms that make sense for both of you.
A plan with a clear price
The one-time plan product spells out what's included: a cash flow review, retirement projections, an insurance check and a written plan with a follow-up meeting. Variants can separate individuals from couples, so nobody has to guess where they fit or send an email asking what it costs.
Ongoing advice on a membership
A monthly membership through a Shopify subscription app covers check-ins, questions by email and an annual plan update. Foxco lays out the membership beside the one-time plan, so a visitor can see which one fits today and graduate to full asset management later if that's part of your practice.
Bios worth reading
People pick a planner they feel they know, so each bio leaves room for how you got into the work, the clients you enjoy helping and something about life outside the office. Credentials and designations are listed clearly without turning the page into a wall of acronyms that nobody outside the industry can decode.
Flat-fee planning with room to grow.
Let's get to work.
Contact us today.
Financial Advisor themes on other platforms
Let's build your Financial Advisor website
Tell us about your business and we'll get your theme started.