Startup Facebook Ads for Financial Advisors package
For new and early-stage businesses
- Ad spend up to $5,000 / month
- Facebook & Instagram campaigns
- Pixel & Conversions API setup
- 6 ad creatives / month
- Audience research
- Monthly report
Educational and webinar campaigns, set up under Meta’s special ad category rules for financial products where they apply. Built for financial advisors, accountants and wealth managers. Plans from $600/month.
Brands that trust NextAxis Digital










People choose a financial advisor, accountant or wealth manager on trust and expertise. Educational and webinar campaigns, set up under Meta’s special ad category rules for financial products where they apply.
Everything included in your plan — planned, delivered and reported every month.
The right audiences for financial services firms, within platform rules.
Images, carousels and Reels designed for your audience.
Instant forms or landing pages for enquiries.
Accurate tracking of leads and sales.
Bring back people who visited but did not enquire.
Creative and audience tests, then budget to the winners.
We build your Facebook Ads around the real searches financial advisors customers make — for example:
Marketing follows financial promotion rules in your market — for example SEC/FINRA in the USA, FCA rules in the UK and SEBI rules for investment advisers in India — and avoids promising returns.
Transparent plans for financial services firms, shown in your currency. Start with the plan that fits and upgrade as you grow.
Management fee only — ad spend is paid directly to Meta from your own account. Prices are in US Dollar (USD) and exclude applicable taxes.
Need a custom package? Talk to usWe review your current facebook ads and your competitors.
A plan built for financial services firms, with targets you agree to.
We set up tracking, build what is needed and go live.
Weekly improvements based on real results.
A clear monthly report and next month’s plan.
Real brands we work with — no invented clients or numbers.
Still have questions? Our strategists reply within one business day.
Yes. In many countries Google requires financial services verification first; we help you through it and keep ads within the rules.
Yes — clear, accurate guides that your team reviews before publishing.
Our Meta Ads plans start from $600/month (Startup), $1,500/month (Growth) and $3,000/month (Enterprise), shown in your local currency. Your proposal confirms the exact scope.
Yes. We work with financial services firms in the USA, UK, Canada, Australia, the UAE, Singapore and India, with pricing in your currency and calls in your time zone.
We focus on what matters to financial services firms: consultations booked, cost per qualified lead, assets or retainers won, expert content rankings — reported every month.
Tell us about your business and goals. We’ll send a tailored Facebook Ads plan with pricing within 24 hours.
Takes under a minute. We reply within 24 hours.