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Financial advisor website template — mobile, corporate style
Theme

Financial advisor website template — mobile, corporate style

Financial advisor website home page website template for a mobile website, designed for Lindqvale Planning, a fictional financial planning business. Shows a full fee-only financial planner home page set like a numbered document: navigation with a book-an-intro-call button, a statement hero with an on-this-page contents rail, next call times and a four-fact strip, a where-are-you-right-now section with six life stages and their planning questions, a plain fee table for flat plan fee, monthly retainer and hourly advice with how the fee is worked out and what is not charged, a first-90-days timeline, a mock plan document with a contents page and action list, advisors with generic training and a credentials slot, how we are paid with a conflicts of interest table, an FAQ, a short intro-call form and a footer. Corporate style: IBM Plex Sans, a dark brand-coloured sidebar, 4px corners and subtle shadows. A complete, responsive one-page HTML template (every section, light and dark) with a DESIGN.md of light and dark colour tokens.

Open live HTML ↗ Download DESIGN.md
Pattern
Financial advisor website
Device
Mobile
Style
Corporate
Product (fictional)
Lindqvale Planning
Category
Financial planning

Spec

Colours (light)
background #f5fafc · surface #e3eef3 · text #162127 · muted #57666e · primary #00678a · accent #5475da
Colours (dark)
background #091014 · surface #151f24 · text #eef1f3 · muted #a7b3ba · primary #43b0df · accent #9eb9ff
Fonts
IBM Plex Sans (headings and body), JetBrains Mono (code) · Google Fonts, under their own licences
Sections
your situation, fees, what you receive, advisors, how we are paid, questions, book an intro call, footer
Light and dark
Both included; follows the system setting
Responsive
One HTML file, layout changes at 1024px, 960px and 760px; no horizontal scroll at 320px
Best for
A fee-only financial planning firm that wants a structured, information-first look.
Not ideal for
A firm that wants a loose, expressive look.
financial-advisor-websitemobilefinancial-planningnavigation-headerherotable-of-contentslife-stage-indexplanning-questionsfee-tabletimelinedocument-previewteamcredentials-slotconflicts-tablefaqbooking-form
AI

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Fonts: IBM Plex Sans (Google Fonts)

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Building with an AI coding agent? Every screen here is also in the free Made Good Designs MCP server: ask Claude, Cursor or ChatGPT to search_ui_screens (e.g. “billing settings, editorial style”), get_ui_flow for a whole journey, and get_ui_screen_code to pull the HTML and DESIGN.md straight into your project.

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