Short answer: of the financial advisor marketing companies we checked, thirteen print a price on their own website. Put on one basis, a finished advisor video costs about $233 to $600, a lead costs $250 to $400 and a booked appointment $90 to $150, and having an advisor-only agency run your Facebook ads costs $24,000 a year in fees before a dollar goes to Meta. First-year fees across the thirteen run from $648 for a directory profile to $53,000 for a managed program with its minimum ad spend. None of them sells the script an advisor needs before filming a video ad.
Search for financial advisor marketing agency pricing and you mostly get listicles written by agencies, and the numbers in them have aged. Search results still surface figures for Indigo Marketing Agency's full package of $795 a month plus $3,500 setup, or $695 and $3,250, from roundups and an archived Indigo price page. Indigo's own page today says $1,450 a month and $4,000 setup for its entry tier. So we read the pricing pages of the advisor marketing companies we could find, on their own sites in October 2026, and put what they publish on a few comparable units: cost per video, cost per lead or appointment, monthly fee and first-year fee.
A disclosure first. We sell a generator that writes briefs and timed scripts for short video ads, including financial advisor Facebook ad scripts. We do not run ads, sell leads, post to social media or film, so we are in none of the tables below. We have an interest in the point about scripts near the end, and we say so there.
How much does a financial advisor marketing agency cost?
Between about $60 and $3,000 a month in published monthly fees where a fixed fee is printed, plus setup charges of up to $5,000, depending almost entirely on which slice of marketing you are buying. The cheap end is directory profiles and content subscriptions. The expensive end is a managed program with paid ads. These are the advisor marketing companies with a price on their own site.
| Vendor | What it sells | Published price | Terms and what is included |
|---|---|---|---|
| Indigo Marketing Agency | Advisor-only agency: Facebook ads, content, launches | Facebook ads "$2,000 Monthly Management Fee + advertising costs"; Stand Out $1,450 a month, Growth $3,000 a month; custom quotes of $5,000 and up | Setup $4,000 (Stand Out) and $5,000 (Growth). Growth adds ad creative and management on one platform, and the client "must agree to a minimum of $1k ad spend per month per platform". Month to month |
| FMG Suite | Content, social, email, websites (now includes Twenty Over Ten) | Marketing: Essential just under $100, Premium $269, Do It For Me $895 a month and up; all-in-one bundles $178 to $1,044 a month | Setup $199 to $3,494. Do It For Me includes "two professionally written blogs each month". Every price is labelled "Starting at" |
| Snappy Kraken | Campaigns, websites (Advisor Websites now redirects here) | Campaigns $199, $299 and $899 a month; bundles $298 to $999 | "Monthly Price (Annual Term)", so a year is the minimum. Setup $199 to $2,998 |
| AdvisorStream | Newsletters, social content, video studio | Essentials $175, Growth $235 a month; bundles with a website $225 and $400 | Yearly billing lowers each rate. Growth includes "Weekly newsletters done for you" |
| OnNiche (formerly Kaleido Creative) | Niche positioning and marketing program | Core "First-Year Investment: $9,750", paid as $3,750 at signing and $500 a month | "1-year initial commitment; month-to-month thereafter". PLUS adds $1,000 a month |
| Wealthtender | Reviews, profile and directory listing | Convert $59, Compound $79, Command just under $100 a month | Annual billing $648 to $1,104 a year. "You can cancel at any time" |
| Indyfin | Reviews and lead software for advisors | Basic just under $100, Pro $129 per user a month | Billed monthly. Pro includes a "Free/Discounted WiserAdvisor Subscription" |
Two of these sites contradict themselves, and it is worth knowing before a sales call. Snappy Kraken's pricing page lists "Essential Advisor Websites" at $199 a month in one strip and the essential website plan at just under $100 on its card. AdvisorStream's bundle badge says "15% off yearly plans", but its own yearly bundle prices are about 5 percent below the monthly ones. Ask for the number in writing.
What do Facebook ads for financial advisors cost through an agency?
Only one advisor-only agency we found publishes a fee for running Facebook ads by itself: Indigo, at $2,000 a month plus your ad spend, which comes to $24,000 a year in fees. Its Growth package bundles one platform's ads with content for $3,000 a month and $5,000 setup, so $41,000 in the first year, or $53,000 once you add the required minimum of $1,000 a month in ad spend.
The arithmetic inside Indigo's own price list is worth a look. Stand Out at $1,450 plus standalone Facebook management at $2,000 comes to $3,450 a month, more than Growth at $3,000, which includes both. If you want ads and content from Indigo, the bundle is the cheaper way to buy them.
Outside the advisor-only agencies, Skyline Social, a general paid social firm that writes about advisor ads, sells a one-time "Done-For-You" build at $7,995, covering a video sales letter, a funnel, three months of emails and Facebook and TikTok ads, with software that "Most clients spend around $222/month" on. Its FAQ quotes a different consulting price ($3,500) from the $4,995 on its own price card.
What does a financial advisor video cost?
About $233 to $600 per finished video, and the price follows who holds the camera. Three advisor video vendors publish prices.
| Vendor | What you get | Published price | Per finished video |
|---|---|---|---|
| Oechsli | Two videos a month you film yourself, with a remote "Live Director", editing and captions | $1,999 down plus $299, $499 or $699 a month | $233 to $433 over the first year (24 videos) |
| Advisor Video Studio | Ready-made 1:30 explainer videos branded for your firm | $399 for one, $999 for three, $1,799 for six | $300 to $399 |
| VidVisor | Produced video packages on top of a video platform | 5 videos $2,999, 10 videos $4,999, 20 videos $8,999, 40 videos $16,999; platform $39 or just under $100 a month billed annually, plus $399 or $499 setup | $425 to $600 as printed, $467 to $773 once the platform and setup are counted |
Read the first column before the last. Oechsli is the cheapest per video and you still do the filming; it sells direction and editing. Advisor Video Studio is cheap because the same explainer is sold to many firms with a different logo. VidVisor is the only one of the three that produces custom video, and it prints its per-video figure rounded: $2,999 for five videos is 20 cents under $600 each, which it shows as $600. None of the three publishes what a script costs by itself, and none writes a short paid social ad as a separate product.
What does a financial advisor lead or appointment cost?
$250 to $400 for a lead from a directory that prices by the prospect's assets, and $90 to $150 for a booked appointment from an appointment-setting firm. Two vendors publish, and one of the best known does not.
| Vendor | Unit | Published price | Fine print |
|---|---|---|---|
| Paladin Registry | Lead, priced by investable assets | $250 ($500,000 to $1 million), $350 ($1 million to $3 million), $400 (over $3 million) | Plus an annual membership with no published amount. The same disclosure page also says the advisor "pays a flat fee" |
| Revenx | Booked appointment with public employees | Monthly: $150 federal (state-specified), $140 federal (nationwide), $110 state, higher-ed and K-12. Quarterly: $90 to $130 | 20 appointments a month on monthly terms, plus a $2,000 onboarding fee waived on quarterly and annual. The page gives three different no-show replacement promises (50, 30 percent and 10 a month) |
| SmartAsset | Matched leads (AMP) | No price published | "a semi-annual or annual subscription". Its own calculator shows a $4,226 cost per new client for one tier at a 3 percent conversion rate |
At Revenx's monthly rate, twenty federal appointments a month cost $38,000 in the first year including onboarding. That is a different purchase from an ad program: you are paying for meetings that already exist, not for the marketing that would create your own.
What does financial advisor marketing cost in the first year?
From $648 to $53,000 in fees, before any ad spend, which is a factor of about eighty. Put on one basis:
| What you buy | Vendor and plan | First-year fees |
|---|---|---|
| Directory and reviews profile | Wealthtender Convert, annual | $648 |
| Content subscription | FMG Essential marketing | $1,387 |
| Niche marketing program | OnNiche Core | $9,750 |
| Done-for-you campaigns | FMG Do It For Me marketing | $11,239 |
| Done-for-you campaigns | Snappy Kraken Freedom360 | $11,287 |
| Managed Facebook ads | Indigo Facebook management | $24,000 plus ad spend |
| Booked appointments | Revenx, 20 federal a month | $38,000 |
| Ads plus content | Indigo Growth with minimum ad spend | $53,000 |
The vendors that publish nothing are worth listing too, so you know who will need a call: SmartAsset's advisor programs, Zoe Financial (its filing describes a revenue share with no figures), Hearsay (its pricing page now redirects to Yext), Broadridge Advisor, and the seminar marketing firms. Twenty Over Ten and Lead Pilot are now part of FMG, and the prices still quoted for them in roundups do not appear on any live page we could reach.
Why do financial advisor marketing companies price so differently?
Because they are selling four different things under one label. A content library sells the right to post pre-approved articles and videos under your name, and it can be cheap because the same piece goes to thousands of advisors. A website platform sells hosting, templates and a compliance archive. A directory or lead program sells introductions, and charges by the lead, the meeting or the year. A managed agency sells someone's time to run your campaigns, and time is the expensive part.
The listicles that rank for this search put all four in one table and quote one range. That is how you end up with "$100 to $10,000 a month" as an answer, which is true and useless. The tables above keep them apart, because an advisor deciding between a content subscription and a managed Facebook program is not choosing between two prices for the same thing.
What a Facebook program for an advisor actually needs
Four pieces, and only some of them have to be bought.
- The media budget. What you pay Meta. Every vendor in the managed table bills it separately, and nobody can make it smaller than the number you choose.
- The campaign setup. Choosing the Financial products and services special ad category, building the lead form or booking page, installing tracking. A competent agency does this in the first month. A careful advisor can do it in an afternoon.
- The creative. The video or image people actually see. This is the part that decides whether the leads take your call, and the part most packages treat as an afterthought.
- The compliance record. Your reviewer's approval and a kept copy of every ad. No vendor can do this for you, though some archive what you post.
Meta's own rules shape the second and third pieces more than most proposals admit. US financial campaigns must run in the Financial products and services special ad category, which removes age, gender, ZIP code and lookalike targeting. And Meta's financial policy does not allow US-targeted ads that "Promote investment products or opportunities that suggest user interaction with the advertiser via on-platform or off-platform direct messaging services." An agency proposal built on narrow targeting or "DM us" ads is built on things you cannot use. We set out both rules, and what they mean for the script, on our financial advisor Facebook ads page.
Where does the video script come from?
Usually from you, or from nobody. Look back at the video table. Oechsli sells direction and editing for footage you film. Advisor Video Studio sells explainers someone else already wrote. VidVisor produces custom video and does not price the script separately. Indigo lets you swap a monthly article for "Custom Video Script, Editing, & Deployment" inside a $1,450 a month retainer. Of the thirteen vendors, none sells the 30 second script for a Facebook ad on its own.
That is the part we sell, so weigh this paragraph accordingly. For an advisor running Facebook ads, the script is where most of the risk sits: whether the hook names the client the special ad category will not let you target, whether a client story carries the SEC Marketing Rule disclosures while the client is speaking, whether the ending asks people to message you, which Meta does not allow for US investment ads. A brief and script generator writes that for $49 a month, the first one with no account. You still need your compliance reviewer's approval, a phone and the media budget. Our financial advisor Facebook ads page shows what the script contains, line by line.
How to choose a financial advisor marketing company
Start from the unit you actually want to buy, then compare only vendors who sell that unit.
- If you want meetings this quarter, compare appointment and lead sellers on cost per meeting that shows up, and read the no-show terms before the price. Revenx's page gives three different answers on replacements.
- If you want a steady presence, a content subscription such as FMG or AdvisorStream costs a few thousand dollars a year at most. Ask whether the content is shared with every other subscriber.
- If you want your own Facebook ads, decide whether you are paying for management, for creative or for both. A $2,000 a month management fee does not buy you a video of yourself, and the video is what decides whether the leads take your call.
- If you film your own videos, pay for the script and the editing separately, and keep the approved script with the finished video for your records.
Whatever you pick, make the first meeting easy to book. A lead who has just watched you explain Roth conversions should land on a booking page where they can pick a time, not on a contact form that waits for your callback. And if you also sell insurance, our insurance agency marketing services pricing article puts twelve insurance marketing vendors on the same basis, and the video testimonials page covers how to film a client story without writing the client's lines.
All prices were read on each vendor's own website in October 2026. Vendors change prices, so check the live page before you sign anything.
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