Kith
Wealth Advisor & Planning Template
$69
A website template for independent wealth advisory firms, financial planners, and small family offices. It presents advisory services, written fees, advisor profiles, client resources, and clear contact options to help prospective and existing clients find the right person and next step.
About this template
Kith is a template for small, independent wealth advisory firms whose clients want one thing above all: to know who picks up the phone.
Why most advisor sites don't convert
They only talk to prospects. Kith has a Client Desk page too: log in, send a document, book a review, pay an invoice, download a form, in one place.
Nobody knows who to call. Six "who to call" cards match each question to a person, an extension and an answer time.
The team is a stock photo. Every advisor has their own CMS page with a portrait, a bio, what to ask them about, a direct line and their letters.
The fee is hidden. Fees are on one page, flat and in writing, with a side-by-side example against a 1% advisor.
Try it in the preview
Open the Team page: the office board shows who's in, who's with a client and who's out, from each person's working days and hours, in your own time zone. The hero cycles through the advisors' names, and the call timer runs live.
What you get
17 responsive pages: Home, Team, Services, Fees, How we work, Clients, Letters, Contact, Disclosures, Privacy, Terms, Cookies, 404, Start Here, plus 3 CMS templates (Advisor, Service, Letter)
3 CMS collections, fully filled: People (5), Services (5), Letters (6)
26 components with their texts, images, links and switches in the right panel
1 code component (WhosIn), set up once for the whole site
US, UK and EU disclosure variants
A Start Here page and 8 written guides
Original photography, no stock faces
Built to be edited
Two Color Styles recolour the whole site. Every action button is a link: point "Book a call" at Calendly or Cal.com, "Client login" at your custodian or portal, and invoices at a Stripe Payment Link. No login or booking engine to maintain.
Perfect for
Fee-only and fiduciary advisory firms, financial planners, independent wealth managers, small family offices, tax-focused planning practices, IFAs.
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