The Challenge
Sage Wealth Planning is a fee-only, fiduciary RIA that had outgrown its website twice over. The live WordPress site still carried the firm's old name and anchored it to a city it had moved away from — the firm is headquartered in Georgetown, Texas, but Google was still showing the old branding. A full redesign existed in Webflow, but it had never shipped: no launch, no booking flow, no analytics, and none of the recordkeeping infrastructure an SEC-registered advisor needs behind a public website.
The regulatory piece made this more than a design project. SEC books-and-records rules effectively require an RIA to retain point-in-time records of its public marketing — including the website — and manual screenshot routines don't scale or hold up well. Sage needed a site that looked premium enough to send prospects to without caveats, converted them into booked calls, and documented itself continuously in the background.
Solutions
Custom Next.js build from the approved design
Rebuilt the unshipped Webflow design as a 16-page custom Next.js site — services and fee transparency, three client case studies, process, FAQ, and legal pages — with hardened security headers and a locked-down content security policy appropriate for a financial firm.
Automated SEC compliance archiving
Every page is snapshotted daily and on each deploy into immutable, tamper-proof storage with five-year retention — plus a password-gated audit dashboard where compliance staff can browse history by date and export records on demand.
Interactive fee calculator
A slider-driven calculator built on the firm's published tiered fee schedule: prospects see their estimated annual fee, effective rate, and savings versus a typical 1% advisor — then flow straight into booking a call.
Booking + lead pipeline
Embedded scheduling page, a contact form that notifies the team with one-click reply-to and sends prospects a branded confirmation, newsletter signups synced to Mailchimp, and GA4 lead events on every conversion.
Zero-downtime rebrand migration
DNS cutover with email untouched, 301 redirects mapped for every URL on the old site, and structured data that tells Google the firm's name is "Sage Wealth Planning" — so the rebrand carries into search results instead of fighting them.
We rebuilt Sage's web presence as a custom Next.js site that finally matches how the firm actually operates: fee-only, transparent, and planning-first. The fee calculator puts the firm's real tiered schedule in front of prospects instead of hiding it behind a call, the case studies walk through real client scenarios, and every page funnels to a friction-free booking flow. Behind the scenes, the site carries the security posture a financial firm should have — strict content security policy, hardened headers, and spam-protected forms.
The differentiator is what runs in the background. An automated archiving system captures immutable, timestamped snapshots of every page — daily and on every content change — retained for five years in tamper-proof storage, with an audit dashboard for compliance review and export. Combined with a full redirect map from the old site, analytics wired to actual lead events, and structured data that cements the rebranded firm name in Google, Sage got a site it can grow on for years — and documentation of every version along the way.
“I feel as though I can send prospects here without having to give a million caveats. I especially love the fee calculator — it is amazing.”
— Ethan Kok, Founder & Lead Advisor, Sage Wealth Planning
Key Outcomes
- Launched on sagewealthplans.com with a zero-downtime DNS cutover — email and existing services untouched
- Automated daily SEC compliance snapshots to immutable storage with five-year retention and an audit export dashboard
- Interactive tiered fee calculator that turns fee transparency into booked calls
- Every legacy URL 301-redirected — rankings and links from the old site preserved through the rebrand
- GA4 with lead + signup event tracking feeding a monthly performance report
- Site name and metadata rebranded in search: the old name and city are gone from results