$5,000
Minimum Monthly
~14 leads/month
$5,000-$15,000/month
Recommended Range
Best ROI sweet spot
$952
Cost Per Customer
30% close rate
At $285.75 CPL and 30% close rate, each new client costs $952 to acquire. With 1% AUM on $500K = $5,000/year ongoing revenue. Client acquisition costs are paid back in first year, with 10-20+ years of relationship ahead. Focus on qualified leads—one ideal client justifies months of advertising.
January, February, October, November, December
Consider 20-50% budget increase
June, July, August
Reduce or reallocate spend
Maintain steady investment year-round as financial decisions happen continuously. Increase budget in Q4 and January for planning season. Have budget reserve for market volatility events—these create sudden, high-intent search spikes.
Two powerful tools for financial advisors to improve your Google Ads performance
CPC Benchmarks
Average cost per click for financial advisors
Common Mistakes
7 costly Google Ads mistakes to avoid
Best Keywords
High-converting keywords to target
ROI Calculator
Expected return on ad spend
2025 Benchmarks
Industry performance metrics
Financial Advisors Audit
Complete financial advisor Google Ads guide