Analytics
Best Analytics for Financial Advisor Businesses
Independent advisors, insurance agents and planners building a local referral practice.
Our pick
Google Analytics 4
FreeFree, well documented, and enough to see where traffic and conversions come from.
On a tighter budget
Plausible
From $9/moCheaper to start than Google Analytics 4, with fewer moving parts to learn.
Plausible detailsIf you want more power
PostHog
Free tier, usage-based afterMore capable than Google Analytics 4 — worth it only once volume justifies the setup time.
PostHog detailsWhy this one for financial advisor
Financial advice is bought on trust over time. This stack makes you credible on first search and keeps you present until they are ready.
- Free
- Works with Google Ads and Search Console
- Well documented
- Confusing interface
- Consent and privacy setup required
Best for: Any site that needs traffic and conversion data at no cost. · Price checked August 2026
| Other Analytics options | Starting price | Best for |
|---|---|---|
| PostHog | Free tier, usage-based after | Software products measuring activation and retention. |
| Plausible | From $9/mo | Founders who want traffic answers without a dashboard course. |
What the rest of the financial advisor stack costs
Analytics is one of 6 tools in this stack. Running all of them costs roughly $63–$141 per month on entry plans.
See the full Financial Advisor stackPrices are entry-plan estimates and exclude transaction fees. Providers change pricing without notice — confirm before you buy. Some outbound links may earn us a commission, which never affects our pick. Read the disclosure.
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