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1 Specialty.
1 City.
1 Advisor.
Owns It. Forever.

We only build one cluster per specialty per city. Once your competitor claims physician financial planning in Houston — or whatever your niche is in your market — the door closes. SEC, FINRA, and CFP Board-aware. No performance guarantees, ever.

180 pieces of content per cluster SEC + FINRA + CFP Board aware CCO review before publication
⚡ Instant Pricing

See Your Exact Local SEO Price

Pick your city below — we'll calibrate pricing to your specialty on the city page.

Show Rate →

Pick your city above to enable.

The SEO249 Method

Cluster Authority SEO, Explained

Single blog posts don't rank anymore. Google and AI search engines reward topical authority — advisors that cover an entire specialty deeply and get cited everywhere across the web. We build both.

1

Month 1 — Strategy & Pillar

Keyword research, competitor cluster mapping, and topic planning for your specialty + city. We develop and publish your 1 comprehensive pillar article that establishes your firm as the local authority and passes link equity to your service pages.

2

Months 2–6 — Cluster Build

We publish 4 supporting articles every month (19 total) targeting related searches — fee structures, fiduciary vs. broker, retirement scenarios, tax optimization, life-stage planning, and SEC-compliant educational content.

3

Every Month — 160 Distributions

For every article, we create 8 distribution pieces: LinkedIn, financial directories, X (FinTwit), Facebook, YouTube, your Google Business Profile, and AI-citable platforms. 180 total pieces of content.

Financial Advisor Specialties We Cover

Pick the Specialty You Want to Own

We've built keyword maps and content frameworks for every recognized financial advisor niche. Pick yours — we handle the rest.

💎

Wealth Management (HNW)

$1M+ investable assets, multi-strategy portfolios, alternative investments, private banking integration.

🏖️

Retirement Planning

Pre-retirement strategy, Social Security optimization, RMD planning, retirement readiness.

⚕️

Physician Financial Planning

Doctors, surgeons, residents — student loan strategy, disability, asset protection, practice exit.

💻

Tech Equity / RSU Planning

ISOs, NSOs, RSUs, AMT, 83(b) elections, IPO planning, concentrated stock — Silicon Valley niche.

⚖️

Divorce Financial Planning

CDFA designation, asset division analysis, alimony modeling, post-divorce financial reset.

🏢

Business Owner / Exit Planning

Succession, business valuation, ESOP, sale-to-employees, post-sale wealth transition.

⚖️

Attorney Financial Planning

Partnership distributions, deferred comp, contingency-fee income smoothing, retirement plans.

👑

Family Office Services

Multi-generational wealth, family governance, philanthropy, concierge financial services.

📜

Estate Planning Coordination

Trust funding, beneficiary review, estate tax minimization, attorney coordination.

📊

Tax-Efficient Investing

Asset location, tax-loss harvesting, Roth conversions, charitable strategies.

💰

Retirement Income Planning

Drawdown strategies, withdrawal sequencing, longevity protection, dynamic spending rules.

🏛️

401(k) Plan Sponsor

Corporate retirement plans, ERISA fiduciary services, plan design, employee education.

🌱

ESG / SRI Investing

Values-aligned portfolios, impact investing, faith-based investing, climate-conscious strategy.

🤝

Fee-Only Fiduciary

NAPFA, XY Planning, fee-only positioning — fiduciary-only, no commissions niche.

♀️

Financial Planning for Women

Women in transition, widowhood planning, gender-pay-gap navigation, female founder focus.

🏳️‍🌈

LGBTQ+-Affirming

Same-sex couples, trans-affirming planning, family-formation finances, identity-aware strategy.

💚

Special Needs Planning

SNTs, ABLE accounts, government benefit preservation, multi-generational care planning.

🎓

College Funding / 529

529 plans, gifting strategies, financial aid planning, multi-child funding strategy.

🛡️

Insurance & Annuities

Life insurance review, disability, long-term care, annuity laddering, integrated planning.

Crypto / Alternative Investments

Crypto allocation, private equity, real estate funds, hedge fund access, alternative assets.

Service Models & Firm Types

We Speak Your Advisor Language

Generic SEO writers don't know the difference between an RIA and a hybrid broker, or what AUM-based vs. flat-fee actually means to a prospect. We do — and your content will reflect that.

Service Models

Each model gets its own content angle within your cluster — so prospects searching by structure or fee type find you.

AUM-Based Fees Flat Fee / Subscription Hourly Planning Project-Based Fee-Only Fiduciary Fee-Based Hybrid Comprehensive Planning Investment Management Only Goals-Based Planning Retainer Model Concierge / Family Office Robo + Advisor Hybrid

Firm Types We Build For

Whether you're a solo RIA or a multi-state wealth manager, we tailor the cluster to your structure and capacity.

  • SOLO
    Solo RIAOne-advisor firm building a personal brand around a niche.
  • SMALL
    Small RIA (2–10)Boutique firms claiming a single high-value vertical.
  • MID
    Mid-Size Firm (10–50)Multi-advisor firms ranking one specialty at a time.
  • FO
    Multi-Family OfficeHNW and UHNW concierge planning at scale.
  • HYB
    Hybrid (RIA + Broker)Dually-registered firms with both planning and product capabilities.
  • VIRT
    Virtual / NationalRemote-first advisors targeting niche specialties nationally.
180 Pieces. Everywhere It Matters.

Built for Google AND AI Search

HNW prospects research advisors heavily before reaching out — they read LinkedIn posts, scan FinTwit, watch YouTube interviews, and ask ChatGPT for recommendations. We make sure you're cited on every platform they touch.

📰

20 Authority Articles

1 pillar + 19 supporting articles built into a tight topical cluster on your firm website.

Pillar guide19 supporting postsSchema markupInternal linking
📡

160 Distribution Pieces

Every article repurposed across 8 channels where prospects research advisors.

LinkedIn PostsLinkedIn ArticlesFinancial DirectoriesX / FinTwitFacebookYouTubeGoogle Business ProfileAI-citable platforms
🤖

Why AI Search Visibility Matters Now

High-net-worth prospects are increasingly starting their advisor search on AI assistants. They ask ChatGPT "best fee-only advisor for tech equity in San Francisco" and the AI recommends a single advisor, not 10 blue links.

AI engines pull citations from authority signals across multiple platforms. An advisor with 180 pieces of consistent, compliant content across LinkedIn, financial directories, FinTwit, GBP, and authoritative articles becomes the default recommendation. An advisor with one homepage doesn't.

Why Cluster SEO Works

One HNW Client Pays Back Your Entire Cluster.

If your average client brings $1M AUM at a 1% fee, that's $10K/year in recurring revenue. A single new client from your cluster repays the entire 6-month investment. The next 9 clients are pure margin — for years.

180
Total pieces of content per cluster — articles + distributions
8+
Channels: Google, ChatGPT, LinkedIn, FinTwit, GBP, financial directories
6 mo
Build timeline — then it's a permanent asset
$0
Ongoing retainer after the build is complete
The Offer

One Specialty. One City. One Cluster.

We only build one cluster per specialty per city — so when you claim "physician financial planning in Houston," nobody else gets it from us.

The 180-Piece Authority Cluster Build

Starting at $2,499/month × 6 months.
Final pricing ranges from $2,499–$6,999/month based on specialty and city population. (Wealth management in NYC = $6,999. 529 planning in a small city = $2,499.) No contracts. No deposits. No ongoing retainer.

  • 1 pillar article — comprehensive specialty guide
  • 19 supporting articles — published 4 per month
  • 160 distribution pieces — 8 per article
  • LinkedIn Posts + LinkedIn Articles
  • Financial directories (NAPFA, XY Planning, BrokerCheck)
  • X (FinTwit) + Facebook
  • YouTube (financial education content)
  • Google Business Profile posts
  • AI-citable mentions (ChatGPT, Perplexity, Google AI Overviews)
  • Coverage of 30–50 related search queries
  • Schema markup (FinancialService, ProfessionalService, FAQ)
  • Google Maps optimization
  • SEC, FINRA + CFP Board-aware content
  • Your CCO reviews before publication
  • Monthly reporting — real work, not a dashboard screenshot
Schedule a Free Consultation →

30-minute call. No obligation. We'll map your cluster opportunity live.

Cities We Serve

Financial Advisors & Wealth Managers SEO in 50 US Metros

Dedicated cluster authority landing pages for the 50 metros where we actively build for financial advisors. Pricing varies by city tier — click any city to see your custom pricing instantly.

🌴 Florida

🌉 Southern California

🌁 Northern California

🗽 Northeast

🏛️ Mid-Atlantic

⚜️ Gulf Coast

🌵 Southwest

🌲 Pacific Northwest

🌺 Hawaii

Don't See Your City?

We build cluster authority for financial advisors in 270+ US metros. Schedule a free consultation and we'll quote your specific city and specialty.

Schedule a Free Consultation →
FAQ

Questions Financial Advisors Ask

Are you compliant with SEC, FINRA, and CFP Board rules?

Yes. Every piece is written with SEC marketing rule, FINRA communications rules, and CFP Board's Code of Ethics in mind. No performance guarantees, no testimonials that violate marketing rule requirements, no comparative claims that imply superior performance. We coordinate with your firm's CCO before publishing anything sensitive.

What is a "cluster" exactly?

A topical cluster is a pillar article (a comprehensive guide to your specialty) plus 19 supporting articles that target related questions and search variations — fee structures, fiduciary vs. broker, retirement strategies, tax optimization, and life-stage planning. All 20 pieces link back to the pillar.

How do you get to 180 pieces of content?

20 articles on your firm website (1 pillar + 19 supporting) plus 8 distribution pieces per article = 160 distributions. Distributions go to LinkedIn Posts, LinkedIn Articles, financial directories (NAPFA, XY Planning Network, BrokerCheck profile content), Facebook, X (FinTwit), YouTube, your Google Business Profile, and AI-citable platforms.

Will I show up in ChatGPT and AI search?

Yes. Prospects researching financial advisors increasingly start on AI assistants. When your firm name and specialty appear consistently across LinkedIn, financial directories, FinTwit, GBP, and authority articles, ChatGPT and Perplexity start recommending you when prospects ask "best financial advisor for [specialty] in [city]."

Why is wealth management more expensive than 529 planning to rank for?

Cost per click for high-net-worth wealth management terms can hit $40–80+, while niche topics like 529 planning have lower CPCs. The more competitive the specialty, the more content firepower it takes to dominate. A single HNW client can pay back your entire 6-month cluster investment many times over.

How is this different from a normal SEO retainer?

Most financial advisor SEO agencies charge you forever. We don't. The cluster is a structured 6-month build that creates a permanent SEO asset. After month 6, the content stays and you stop paying. No contracts, no deposits.

Do you write the content yourselves?

Yes. We work with writers who understand wealth management terminology, fiduciary obligations, tax law, and the difference between Roth and traditional. Every article is reviewed for accuracy and SEC compliance, and we'll send drafts to your CCO before publication.

How long until I see results?

Long-tail rankings often start appearing within 6–10 weeks. Local map pack movement and meaningful inbound prospect inquiries typically land inside the 6-month build window.

What if a competitor in my city already hired you?

We won't take both. One specialty plus city equals one client. If yours is claimed, we'll propose adjacent angles you can still own.

I already have a firm website. Do I need to switch?

No. We build your cluster onto your existing site. No migration required.

Ready to Own Google AND AI Search in Your City?

Book a free 30-minute consultation. We'll map your 180-piece cluster opportunity live, show you exactly which competitor advisors AI is currently citing instead of you, and answer every compliance question before you commit to anything.

Schedule a Free Consultation →