Meta ads for financial advisors that book meetings with qualified prospects.
Advisors win clients through trust, and trust takes time. We run Meta campaigns that share useful education, capture qualified prospects through webinars and guides, and book meetings, with every ad ready for your compliance review.
Meta ads for financial advisors and wealth managers
- The goal
- Meetings with prospects who meet your asset minimum
- What we optimize for
- Cost per qualified prospect meeting
- Meta ad category
- Financial Products and Services
What makes financial advisors and wealth managers different on Meta
Special ad category limits
Investment services ads run under Meta's financial category, with no age, gender, ZIP, or lookalike targeting.
Compliance review on every ad
SEC and FINRA advertising rules mean every ad and testimonial needs review and the right disclosures.
Asset minimums
Many leads won't meet your minimum. Screening protects your calendar.
How we run Meta ads for financial advisors and wealth managers
- Education-led funnelsWebinars, guides, and short videos on retirement, taxes, and planning topics your ideal clients care about.
- Compliance-ready creativeAds and pages prepared with the disclosures your compliance team needs to approve them.
- Qualified schedulingBooking flows that screen for investable assets and planning needs.
- Conversions API and offline eventsServer-side tracking plus lead outcomes sent back to Meta, so the algorithm learns what a real qualified prospect meeting looks like for financial advisors and wealth managers.
- Creative built for the feedVideo, UGC-style, and static concepts tested on a steady cadence, with clear rules for what gets cut and what gets scaled.
- Reporting on cost per qualified prospect meetingWe judge campaigns on what a qualified prospect meeting actually costs you, not on clicks, impressions, or raw form fills.
Offers and angles that work
The offer does more of the work than the targeting. These are the angles we test first for financial advisors and wealth managers.
- Retirement income planning webinar
- Free guide for business owners planning an exit
- Second-opinion portfolio review
- Planning checklist for pre-retirees
Questions we put in front of every lead
- What planning topic is most important to you right now?
- When are you planning to retire?
- Roughly how much do you have in investable assets?
- Are you currently working with an advisor?
Rules we build around
- Campaigns run under Meta's Financial Products and Services category
- Ads prepared for SEC Marketing Rule or FINRA review, with required disclosures
- No performance promises or misleading testimonials
Questions we get asked
Can advisors use client testimonials in Meta ads?
The SEC Marketing Rule allows testimonials for registered investment advisers with the required disclosures and oversight. Broker-dealer rules differ. We build ads around whatever your compliance team approves.
Is there a minimum?
We work with financial advisors and wealth managers doing $25,000+ a month in revenue and ready to invest in paid acquisition. If you are earlier than that, a Meta ads audit is the better first step.
How long until Meta ads work for financial advisors and wealth managers?
The first 30 days focus on tracking, offers, and creative testing. Most accounts show clear direction by day 60 to 90, once Meta has enough qualified prospect meeting data to optimize against.
More financial services and insurance we work with
Insurance Agencies
Auto, home, and business insurance campaigns under the financial category.
See the playbookLife Insurance and Final Expense Agents
Final expense and term life campaigns without age targeting.
See the playbookMedicare Insurance Agents
CMS-compliant campaigns for Medicare enrollment periods.
See the playbookAccountants and CPA Firms
Business owner and tax season campaigns.
See the playbookTax Resolution Firms
Honest, compliant campaigns for IRS debt help.
See the playbookBusiness Lenders and Funding Brokers
Compliant funding campaigns screened for revenue and time in business.
See the playbookGet more qualified prospect meetings from Meta.
Tell us about your firm and your numbers. If we are a fit, you will book a strategy call with Mitch. If not, we will point you to a better next step.
- Founder-led strategy from a Harvard-trained economist
- $100K+ a day in ad spend under management
- Flat monthly fee, written scope, no hourly billing