AI-NATIVE WEBSITES FOR INDEPENDENT ADVISORS

The website an agency would build. Without the agency.

Allux designs, builds, and runs bespoke websites for independent financial advisors. Agency-grade design generated on structures a designer built for this profession — with SEC Marketing Rule infrastructure, Rule 204-2 records, and review-before-publish underneath.

Live in days. Month-to-month. Yours to keep, in writing.

Get a free homepage concept

View live advisor sites

Import what you have. Review what Allux builds. Publish when you’re ready.

From a short intake to a complete site — in days

`SEC Marketing Rule infrastructure built in`

Your site stays yours — guaranteed in writing

THE MARKET TODAY

Two ways to get an advisor website.

Both cost you something.

Three ways to get an advisor website. Each costs you something.

OPTION 01

TEMPLATE PLATFORMS

$79–$449/mo

Fast, but you look like every other advisor.

And you're renting — leave, and you start from zero.

Fast, but you look like every other advisor. And you're renting — leave, and you start from zero.

TIME TO LIVE

days

LOOKS LIKE

every other advisor

YOU OWN IT

no — you’re renting

FOUR FIRMS, ONE TEMPLATE — SPOT THE DIFFERENCE

OPTION 03

CUSTOM AGENCIES

$12,000+

Beautiful, but 3–6 months and five figures.

TIME TO LIVE

3–6 months

LOOKS LIKE

you

YOU OWN IT

usually — check the contract

PROPOSAL — SCOPE OF WORK

P. 1 OF 14

Discovery & brand strategy

$2,400

Design, three rounds

$4,800

Development & CMS

$4,200

Copywriting, review & launch

$1,600

TOTAL · 50% DUE AT KICKOFF

$13,000

A TYPICAL SCOPE OF WORK — BEFORE REVISIONS

ALLUX

TEMPLATE PLATFORMS
$79–$449/mo

CUSTOM AGENCIES
$12,000+

Allux is the third option that didn't exist.

Bespoke design and compliance infrastructure, live in days, at $349–$599 a month — on a site you keep, in writing.

Platforms can't match the design. Agencies can't match the price.

HOW IT WORKS

From a description to a published site.

NEW SITE

Tell Allux about your practice

FIRM

Harrison Private Wealth

WHO YOU SERVE

Fee-only planning for equity-compensated tech families

Generate my site

Describe your practice

A short set of questions — your firm, your niche, how you charge, who you serve.

GENERATING

68%

✓

Typography — editorial serif with a quiet grotesque

✓

Palette — warm neutrals drawn from your brand

✓

Structure — approach-led, one conversion path

◌

Compliance — ADV, Form CRS & disclosure slots

AI generates your bespoke, review-ready site

Trained on advisor-specific structures a designer built — not generic templates.

PUBLISH

DOMAIN

harrisonwealth.com

Review before publish

Every published version archived.

Publish

Refine and publish
on your domain

Adjust anything with our design team's review, then go live — on a domain you own.

Every version on the record

Every version

on the record

Each publish is archived automatically — an immutable copy for your books and records (Rule 204-2), with an optional review step before anything goes live.

LIVE EXAMPLES

Built on Allux.
See them live.

Three firms, three entirely different sites. That's the point.

Harbor Advice

A personal brand built around trust.

Designed for an independent advisor whose perspective and relationships are central to the practice. The experience combines a restrained visual system, clear positioning, and an immediate path to an introductory conversation—personal without feeling small.

View live demonstration →

Disclosure: Fictional demonstration firm. Names, testimonials, credentials, and business details are illustrative.

Individual advisor · Oakland, California

Individual advisor

Aurora Ridge

Institutional credibility without the corporate distance.

Designed for a multi-advisor firm that needs to communicate experience, coordination, and depth. Team-led storytelling, structured service presentation, and a refined visual system give the practice an established presence while keeping it approachable.

View live demonstration →

Disclosure: Fictional demonstration firm. Names, testimonials, credentials, and business details are illustrative.

Boutique RIA · Charleston, South Carolina

Boutique RIA

Cairn Planning

Financial planning made clear and approachable.

Designed for a fee-only practice that wins clients through transparency, process, and long-term relationships. A warm visual language and an easy-to-follow planning journey make complex financial decisions feel more understandable.

View live demonstration →

Disclosure: Fictional demonstration firm. Names, testimonials, credentials, and business details are illustrative.

Fee-only planning practice · Minneapolis, Minnesota

Fee-only planning practice

WHAT MAKES IT INFRASTRUCTURE

Built like something you'd trust your practice to.

01 — OWNERSHIP

Yours to keep

Your domain stays under your control. Your customer content and transferable assets come with you. The Allux platform stays behind. Not a promise on a sales call: the Portability Guarantee is in writing.

Retention should come from the work being good — not from exit friction.

PORTABILITY GUARANTEE

1.1

Your domain stays yours. Registered to you, never to us.

1.2

Your customer content and transferable assets come with you.

1.3

Month-to-month by default. Annual billing is optional.

1.4

Your portability package is delivered within five business days under the Terms.

"Meredith rebuilt our whole retirement picture after we sold the company. Five years on, it's the best decision we made."

R.T. — client of the firm since 2021

Disclosure: This testimonial was given by a current client. No compensation was provided and no material conflicts of interest exist. See Form ADV Part 2A.

RENDERED INLINE

Where the SEC Marketing Rule says it belongs — not buried in a footer link.

EXAMPLE — for illustration

02 — COMPLIANCE

Compliance infrastructure,

not compliance content

Platforms give you pre-approved content libraries. Allux builds the rules into the structure of the site itself — so the right disclosure appears in the right place, every time, by design.

ADV & Form CRS built in

Every published version archived (Rule 204-2)

Review-before-publish, if your CCO wants sign-off

03 — FOUNDATION

Disable JavaScript.

Your site is still there.

Every Allux site is server-side rendered, schema-marked, and structured so search engines — and AI assistants — can read and cite it. We won't promise you rankings; nobody honestly can. We'll promise the technical foundation is verifiably there. Try the test on your current site.

server-side rendered · schema.org marked · structured for AI citation

harrisonwealth.com

JavaScript

OFF

RENDERED ON THE SERVER. STILL HERE.

QUESTIONS

The things
advisors actually ask.

Is it compliant?

Compliance here is infrastructure, not an afterthought. Testimonial disclosures render inline, next to the testimonial — where the Marketing Rule requires them. ADV and Form CRS slots are built in, every published version is archived for your books and records, and there's a review-before-publish step if your CCO wants sign-off. Your obligations stay yours — the product just makes them hard to get wrong.

Is it compliant?

Will it rank on Google?

Won't AI-generated look generic?

What if I want to leave?

What does it cost?

I'm with a broker-dealer — is Allux for me?

Who's behind Allux?

`Send us your current site. We'll redesign your homepage — free, no strings.`

You'll get a real mockup of your homepage, un-templated — with the Portability Guarantee and our pricing to read alongside it. Compare real things, then decide.

Get your homepage redesigned — free

Allux is a New York–based software team building website and publishing infrastructure for independent financial advisors.

From a short intake to a complete site — in days

From a short intake to a complete site — in days

SEC Marketing Rule infrastructure built in

SEC Marketing Rule infrastructure built in

SEC Marketing Rule infrastructure built in

Your site stays yours — guaranteed in writing

Your site stays yours — guaranteed in writing