Wealth Management SEO Checklist
Quick answer
The highest-priority items for wealth management firms: answer "is this firm fee-only or commission-based, and what's the minimum to work with them" directly on the site, build out fee structure explainer pages, and fix the industry's most common gap — hiding the fee structure and account minimums behind a consultation request, when that's the first filter prospects apply before ever calling.
Content checklist
- A page that directly answers "is this firm fee-only or commission-based, and what's the minimum to work with them"
- Complete, non-generic fee structure explainer pages
- Complete, non-generic service pages (estate coordination, tax planning, portfolio management)
- Complete, non-generic minimum investment and client-fit pages
- Complete, non-generic advisor bio and credential pages
Technical checklist
- Fast page load on mobile
- Clear navigation — 3 clicks or fewer to any page
- Working internal links between related pages
- A real, current sitemap.xml
Local checklist
- Complete, accurate Google Business Profile
- Consistent name/address/phone across directories
- Genuine, recent customer reviews
- A location page for each area actually served
The one thing to fix first
Hiding the fee structure and account minimums behind a consultation request, when that's the first filter prospects apply before ever calling.
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