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Standalone service

Google Ads for financial advisors

Campaign build, keyword research, compliance-reviewed ad copy, conversion tracking, and monthly reporting.

$850/monthManagement fee · ad spend separate
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See what's included
What you get

Full PPC campaign management

We build, monitor, and optimize your Google Ads from keyword research to conversion tracking. You control your spend; we control the strategy.

Campaign build or audit
New campaign from scratch or full audit of your existing account
Keyword research
Advisor-specific terms your prospects actually search
Compliance-reviewed copy
Ad text written for advisors, not flagged by compliance
Weekly search terms review
We prune bad queries and double down on what converts
Negative keyword management
Stop paying for clicks that will never become clients
Monthly report + 30-min call
Conversion tracking for forms and calls, with a live strategy review
Why advisor PPC is different

Most agencies burn advisor ad budgets on generic keywords.

Financial advisor Google Ads campaigns fail for a specific reason: the agency running them doesn’t understand compliance constraints, long sales cycles, or which keywords bring in high-value prospects.

Advisor PPC requires compliance-safe copy, landing pages that convert skeptical prospects, and intent-based keyword strategies.

Compliance-safe ad copy

No performance claims, no guarantees, no red flags. Your compliance team won't send it back.

Intent-based keywords

We target prospects actively searching for advice, not people researching careers in finance.

Conversion tracking

We track form fills and phone calls, not just clicks so you know what generates leads.

Flat management fee

No percentage-of-spend pricing. Your fee stays the same regardless of ad spend.

How it works

Three steps. Then it runs.

1. Audit & strategy

Week 1We audit your account or build from scratch, research keywords, and map campaign structure to your ideal client.

2. Launch & monitor

Weeks 2–4Campaigns go live with compliance-reviewed copy, conversion tracking, and negative keywords in place.

3. Optimize monthly

Month 2+Weekly search term reviews, bid adjustments, creative refreshes, and a monthly report with strategy call.

Proof

Results advisors can point to

Top of Local YouTube
1.1M+ impressions at $0.017 avg. CPV

Empower Wealth and Tax

We delivered financial advisor video campaigns at less than half of the industry-average. This kept Empower at the top of Austin’s most competitive markets, on prospect’s TVs and mobile devices.

No Waste, Increased AUM
20% Reduced Cost in Conversions with a 42% increase in leads

Long-Term Client

Doing more with less is the game of efficiency that we love to play within Google Ads. While many agencies spend more money on diminishing returns, we’ve engineered the system to be in your favor.

Illustrative results. Individual outcomes vary; nothing here is a guarantee of future performance.
Pricing

Simple, transparent pricing.

Google Ads Management
$850per month
Terms: Month-to-month. Ad spend billed directly to your Google account. No performance guarantees.
  • Full campaign build or audit
  • Keyword research + compliance copy
  • Weekly search terms review
  • Negative keyword management
  • Conversion tracking (forms + calls)
  • Monthly report + 30-min strategy call
Book a Call →
Is this the right fit?
Good fit
  • Spending $1,000–$5,000/mo on ads
  • Want leads while SEO builds
  • Need compliance-safe ad copy
Consider instead
  • Need SEO + ads + email together
  • Want organic-only growth
Works best with
SEO for Advisors ($850/mo) — paid fills the pipeline while organic rankings compound. Learn more →
Questions

What advisors ask about Google Ads

Most advisors start with $1,500–$3,000/month in ad spend. The management fee is flat at $850 regardless of your spend level.

Yes. All ad copy is written with compliance in mind. No performance promises, no misleading claims.

We install conversion tracking for form submissions and phone calls, not just clicks. Your monthly report shows exactly how many leads came from ads.

Yes, and it’s often the strongest combination. Ads bring immediate visibility while SEO compounds in the background.

You own your Google Ads account. If you stop working with us, you keep everything.

The advisor's guide to paid search

What Google Ads management actually looks like for financial advisors

Google Ads for financial advisors is a fundamentally different discipline than Google Ads for e-commerce or local services. The compliance constraints, long sales cycle, and high cost-per-click in wealth management keywords mean a generic PPC playbook will burn through your budget.

Keyword strategy: intent over volume

The most expensive mistake in advisor PPC is targeting broad keywords like “financial advisor.” These carry CPCs of $15–$25 and attract job seekers and robo-advisor comparisons. Effective advisor PPC targets long-tail, high-intent terms that convert at dramatically higher rates.
We build every campaign around intent-first keyword research specific to your niche, city, and ideal client profile.

Compliance-safe ad copy that converts

Financial advisor ad copy operates inside strict regulatory guardrails. The SEC Marketing Rule and FINRA Rule 2210 prohibit performance claims and misleading guarantees. Our copy is drafted compliance-aware from the first word.

Conversion tracking: measuring what matters

Clicks don’t mean conversions, booked meetings do. We install conversion tracking for form submissions and phone calls, so your monthly report shows exactly how many leads came from ads and what each cost.

Negative keywords: the budget saver most agencies skip

Without aggressive negative keyword lists, your ads show for searches like “financial advisor salary” and “free financial advice.” We maintain and update negative keyword lists weekly.

Why flat-fee management beats percentage-of-spend

Many agencies charge 15–20% of ad spend as their fee. Our flat $850/month means your fee stays the same regardless of spend. Our incentive is efficiency, not inflation.

Ready to stop guessing with your ad spend?

A 30-minute call. We’ll tell you honestly whether Google Ads makes sense for your practice right now.
Book a Call →