And the Winner is…

David Niggel

Key Wealth Partners

Thank you to everyone who participated in our survey.

We appreciate your time for completing this survey!  The information collected will help us to tailor our branding and website development services to meet the needs of fee-only financial advisors like you.  Please remember to keep an eye out over the next few months as Advisorology grows and expands its service line up beyond We have a lot of exciting things in store! Thanks again to everyone who participated!

Allan Slider Signature

The drawing is complete, but you are welcomed to take the survey to contribute to results.  We will distribute results in about a week.

XY Planning Network

XYPN Members: Take The Survey!

Tell us about your current and ideal website (the contest portion of this survey has closed).  Scroll down to learn more, or…

Fee-Only Network

Advisorology, LLC Has Been The Company Behind Since 2010

Later this year we are expanding our suite of services to help Fee-Only financial advisors build a more cohesive and effective online presence. This includes custom and subscription websites tailored to serve everyone from solo advisors to larger firms.

One Lucky Participant Will Win a  Brand Identity Package Valued at Over $2,000!

A strong and cohesive brand identity is critical to any marketing campaign. Brand identity is a combination of the tangible assets used in your marketing material, as well as the overall “voice” of your firm. We’ll be choosing one lucky survey participant to win a brand identity package for their firm. We’ll work with you to figure out the best way to present your firm, and help you create or refine your brand to appeal to your target audience. Here’s what the winner will receive:

Logo – New or Refined

We’ll work with you to create a new logo for your firm, or refine your existing one.  Your logo will be delivered in multiple color variations and file types for any use.

Brand Identity Guide

A brand identity guide is formal document that outlines proper usage of your logo and other brand assets like color palette, fonts, marks, and more.

Custom Business Card Design

We’ll create or refine a business card design for your firm and swap out information for up to 10 people. We’ll also help you with the printing process at your choice of printing service.

Custom Letterhead  Design

To round off your new brand identity package, we’ll create a custom letterhead design for your firm. You can use this on your invoices, reports, and client communications to reinforce your firm’s brand.

FAQ: You Have Questions, We Have Answers

Advisorology is the parent company of  – our primary service since 2010.  If you are a member of, then you are doing business with Advisorology.

In a few months, Advisorology will expand in both brand and breadth of service to include websites, design, and marketing for fee-only advisors offered in a way that is not available in the current marketplace.  After all, we know a thing or two about building visibility for fee-only advisors, and have been listening to your ideas, frustrations, and needs related to online marketing for years. We are now here to help.

  • The prize is 20 hours of design work that can be applied to almost anything
  • You do not need to be present at XYPN Live to win
  • Only XYPN members in good standing as of September 25 are eligible to win the prize
  • There is no obligation, requirement, or expectation to engage in any paid services
  • You can use as much of the 20 hours of design/consulting as you want – remaining hours will be forfeited after March 1, 2019

Yes!  We are currently offering full design and branding services and custom websites.  We have not “officially” launched the Advisorology website but we are ready to talk with you about your online marketing needs.

We want to hear your ideas, frustrations, and needs related to building and managing a website for your firm.  We have consulted with a few thousand financial advisor websites and hear some common themes about the options available today:

  • Freelance or Agency – expensive, slow, lacking support
  • Do-it-yourself – time consuming, frustrating, never quite right
  • Proprietary platform – not the right features, poor support, zero ownership

This survey gives us a chance to learn more.

Advisorology will disrupt the advisor website marketplace by offering fully managed, common-sense, beautiful websites that meet your needs and exceed your expectations.  All with a service & price model not available anywhere else – one that makes it easy to get started and allows flexibility and ownership.

We will share the results of the survey with all XYPN members after we have a chance to organize the data in an informative way.  This survey will be conducted on a larger scale later this year, and those results will be rolled into this iteration.