Glidepath

Financial Advisor & RIA Template

Created by: Adam Kánský

$69

A dark website template for fee-only financial advisors, financial planners, RIAs, and wealth management firms. It presents advisory fees, services, team members, anonymized planning cases, disclosures, and educational articles.

About this template

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Made for independent financial advisors, fee-only financial planners, registered investment advisers (RIAs), wealth management firms, retirement planners, CFP® professionals, family offices, fiduciary advisors and private wealth teams.

Glidepath is a dark website template for fee-only advisory firms that publish their fees. A near-black ground, one lilac accent and Hedvig Letters Serif set large carry every page. Clients see what a plan costs, who will work on it and anonymized planning cases, with the disclosures an RIA needs and no promised returns.

Buy Glidepath and get 25% off your next Plainware template.

What makes Glidepath different

Fees up front: a one-time plan, ongoing planning and an asset-based fee set huge on the home page, plus a ruled board of project fees

A client plans ledger: 16 anonymized planning cases in the CMS, from Roth conversions to a farm succession, with accounts, amount and result

A fee schedule in the CMS: twelve fees grouped by service, the AUM bands, and three ways to pay on the Fees page

The first thirty days: intro call to written plan in five dated steps, pinned beside a photo

Partners and team: tall portraits with direct lines, and a directory you can filter by service

Six planning articles on Social Security, RMDs, Roth conversions and beneficiaries, and a contact form with a service menu

Pages included (30 URLs)

Home, Services, Team, Fees, Insights, Contact

4 service pages, 10 team profiles and 6 articles (CMS)

404, Privacy, Terms, Legal

What's included

Desktop, tablet and phone layouts on every page

Native Framer forms with success states

A setup guide page: colors, fonts, CMS, the ledger, forms and photos

Free updates

Not a Framer user? We set it up for you: $299 fixed, template included, ready in 3 business days.

Building for many clients? The Plainware Agency License gets you every paid template plus Motion Pro for $299 one-time.

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