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Standalone service

Facebook & social ads for financial advisors

Custom audiences, a three-stage funnel, compliance-reviewed creative, and monthly performance reporting.

$650/monthManagement fee · ad spend separate
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See what's included
What you get

A real funnel, not just boosted posts.

We build and manage a three-stage funnel on Facebook and Instagram from awareness through conversion with compliance-reviewed creative refreshed monthly.

3 custom audiences
Lookalike, interest-based, and retargeting audiences for your ideal client
3-stage funnel
Awareness, consideration, and conversion campaigns working together
Compliance-reviewed creative
Ad images and copy written for advisors, not flagged by compliance
Monthly creative refresh
Fresh creative every month so your ads don't fatigue
Lead form + email integration
Leads flow directly into your email platform automatically
Monthly report + 30-min call
Performance review with your account manager every month
Why advisor social ads are different

Most Facebook ads for advisors fail because they're built like e-commerce campaigns.

Prospects on social media aren’t searching for an advisor, they’re scrolling. Your ads need to interrupt, earn attention, and build trust across multiple touchpoints.

Three-stage funnel

Awareness builds recognition. Consideration builds trust. Conversion books meetings.

Compliance-reviewed creative

Every ad image and copy block is built for SEC/FINRA review.

Qualified audiences

We target by income, net worth, life stage, and interests above just demographics.

Monthly creative rotation

Ad fatigue kills campaigns. We refresh creative every month.

How it works

Three steps. Then it runs.

1. Audience & funnel build

Week 1–2We research your ideal client, build three custom audiences, and design the three-stage funnel with compliance-reviewed creative.

2. Launch campaigns

Week 3Campaigns go live on Facebook and Instagram. Lead forms connect to your email platform. Tracking is in place.

3. Optimize & refresh

MonthlyCreative refreshed, audiences refined, budget reallocated to what converts. Monthly report and strategy call.

Pricing

Simple, transparent pricing.

Facebook & Social Ads
$650per month
Terms: Month-to-month. Ad spend billed directly to your Meta account. No performance guarantees.
  • 3 custom audiences built
  • 3-stage funnel (awareness → conversion)
  • Compliance-reviewed ad creative
  • Monthly creative refresh
  • Lead form + email integration
  • Monthly report + 30-min call
Book a Call →
Is this the right fit?
Good fit
  • Want to reach prospects on social
  • Have $500–$3,000/mo ad budget
  • Need compliance-safe creative
Consider instead
  • Need SEO + content + ads together
  • Want search-only campaigns
Pairs well with
Google Ads ($850/mo) - search catches intent, social builds awareness. Learn more →
Questions

What advisors ask about social ads

Most advisors start with $500–$2,000/month in ad spend. The management fee is flat at $650.

Yes but through nurture, not direct response. Social ads build awareness and trust over multiple touchpoints.

Included. Your campaigns run across both platforms from the same ad account.

Yes. We create all ad images and copy, refresh them monthly, and route everything through compliance.

Absolutely. Google catches active searchers; social builds awareness with people not searching yet.

The advisor's guide to social advertising

How Facebook and Instagram ads actually work for financial advisors

Social media advertising for financial advisors operates on different principles than search advertising. Prospects aren’t actively searching, they’re scrolling. Your ads need to interrupt, earn attention, and build trust across multiple touchpoints.

The three-stage funnel: why single ads fail

The most common mistake is running a single ad asking prospects to book a consultation. High-net-worth prospects need multiple touchpoints. A three-stage funnel solves this: awareness introduces your firm, consideration builds trust, conversion books meetings.

Audience targeting for wealth management prospects

Facebook’s targeting allows advisors to reach prospects by income, net worth indicators, life stage, interests, and geography. We build lookalike, interest-based, and retargeting audiences for every campaign.

SEC and FINRA compliance for social media ads

Financial advisor advertising falls under the SEC Marketing Rule and FINRA Rule 2210. Every ad must be fair, balanced, and not misleading. We draft all creative compliance-aware from the start.

Creative rotation: fighting ad fatigue

After 2–3 weeks, engagement rates drop as audiences develop ad fatigue. Monthly creative rotation keeps campaigns performing with fresh images, copy angles, and formats.

Facebook ads vs Google Ads for financial advisors

Google captures active intent. Facebook builds awareness and nurtures trust. Together they cover discovery and decision. Many advisors run both channels simultaneously.

Start reaching prospects where they already spend their time.

A 30-minute call. We’ll tell you honestly whether social ads make sense for your practice right now.
Book a Call →