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Security report for artisanfinancialplanning.com

Artisan Financial Planning · Finance · N/a

Medium risk. 5 critical or high findings in Security headers, GDPR outside view and 1 other check.

Security score

67/100

Risk levelMedium

0–100, higher is better. How it is calculated

Artisan Financial Planning is a specialized financial advisory firm offering flat-fee financial planning and investment management services tailored specifically for musicians, performing artists, and creatives. The company positions itself as an affordable, transparent, and client-aligned alternative to traditional asset-based fee advisors, emphasizing simplicity and empathy in its service delivery. The website content is professionally crafted, targeting a niche market segment with clear messaging and trust signals such as professional certifications and media features. Technically, the website is built on a modern stack including jQuery, Bootstrap, Font Awesome, and Zephyr CMS. It integrates marketing and analytics tools such as Google Tag Manager, MailerLite, and Plausible Analytics, indicating a moderate level of digital maturity. The site is mobile optimized and provides a good user experience with clear navigation and professional design. From a security perspective, the site enforces HTTPS and avoids exposing sensitive data. However, it lacks several recommended security headers and does not provide a cookie consent mechanism, which could impact privacy compliance. The absence of WHOIS registration data is a notable anomaly that reduces trustworthiness, though the professional presentation and certifications mitigate some concerns. Overall, the website presents a low-risk profile with room for improvement in privacy compliance and security hardening. Strategic recommendations include implementing security headers, adding cookie consent, publishing incident response policies, and clarifying domain registration details to enhance trust and compliance.

Scanned

NIS2 and GDPR posture

GDPR outside view
53/ 100 · Medium
Checks completed
7of 7

NIS2 Art. 21(2)

  1. (a) Risk analysis and security policies: Not visible from outside
  2. (b) Incident handling: One indicator
  3. (c) Business continuity, backups and crisis management: Not visible from outside
  4. (d) Supply chain security: Not visible from outside
  5. (e) Secure acquisition, development and maintenance, including vulnerability handling: Partly checked
  6. (f) Assessing the effectiveness of security measures: Not visible from outside
  7. (g) Cyber hygiene and security training: Not visible from outside
  8. (h) Cryptography and encryption: Partly checked
  9. (i) HR security, access control and asset management: One indicator
  10. (j) Multi-factor authentication and secured communications: Not visible from outside

This scan rated NIS2 with an earlier keyword method that is no longer shown; rescan for the per-article view. Risk management, continuity, supply chain, training, MFA, management oversight (Art. 20) and incident reporting (Art. 23) need internal evidence, and Guard cannot tell whether NIS2 applies to this organisation.

GDPR is indicative only, based on publicly visible signals: Articles 7, 12, 13 and 32 of Regulation (EU) 2016/679 and Article 5(3) of the ePrivacy Directive. Not a certification or legal assessment.

Priority findings

5 findings rated critical or high. Fix these first.

  1. Security headers

    Security headers are instructions your web server sends to every visitor’s browser. Missing ones leave visitors more exposed to attacks such as clickjacking and injected scripts.

    • High

      Missing X-Frame-Options header

      Prevents clickjacking attacks

      What to do: Add "X-Frame-Options: DENY" or "X-Frame-Options: SAMEORIGIN"

    • High

      Missing Content-Security-Policy header

      Controls resources the browser is allowed to load

      What to do: Implement a Content-Security-Policy appropriate for your application

      • ASVS V3.4.3
      • OWASP Secure Headers: OWASP Secure Headers Project recommends Content-Security-Policy: default-src 'self'; form-action 'self'; base-uri 'self'; object-src 'none';…
  2. GDPR outside view

    These are the privacy signals visitors and data protection authorities look for under GDPR.

    • High

      No Cookie Policy found

      GDPR requires clear information about cookie usage

      What to do: Add a dedicated cookie policy explaining cookie usage and purposes

    • High

      No Cookie Consent Banner found

      GDPR requires explicit consent for non-essential cookies

      What to do: Implement a cookie consent banner that appears on first visit

  3. SSL/TLS

    TLS encrypts the connection and proves the site is really yours. Weak or expiring certificates trigger browser warnings and put traffic at risk.

    • High

      Weak Protocols Supported

      Server supports weak protocols: TLSv1.1

      What to do: Disable TLS 1.0, TLS 1.1, and all SSL versions

      • CWE-327
      • OWASP A04:2025
      • ASVS V12.1.1

Need hands-on remediation? Email guard@offseq.com

Keep watching artisanfinancialplanning.com

This scan found 24 issues across 6 checks. Monitoring re-runs those checks daily, emails you when something material changes and records each fix, so you can show progress.

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Recommended

€25per month

  • TLS certificates and expiry
  • DNS records
  • SPF, DKIM and DMARC
  • Security headers
  • GDPR and NIS2 posture
  • Exposed services
  • Third-party trackers
  • Security score drift

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Results by check

Each check with its score, findings and the evidence it collected.

How this score is calculated

The security score runs 0–100, higher is better. It is the plain average of the security checks that completed in this scan, each counted equally. A check that could not run is left out: it counts neither as a pass nor as a fail.

Counted in this score

SSL/TLS
72
Security headers
30
Email security
70
DNS health
75
Network security
100
GDPR outside view
53
Average
67

Not counted

  • NIS2 outside view: Re-weights evidence from the TLS, email, DNS, network and hygiene checks, so counting it would count that evidence twice. Shown on its own.
  • OffSeq Observations: An AI reading of the site, useful context but not reproducible evidence. Shown on its own.

Findings that cap the score at 49

Each of these is serious on its own, so while any is present the site cannot rate better than high risk, however good the other checks are.

  • The certificate is not trusted by browsers
  • The website is not served over HTTPS
  • A database, remote desktop, file-sharing or Telnet service is reachable from the internet
  • The page loads a script from a compromised source
  • The domain registration has expired
  • SPF authorises every server to send mail as the domain

Partial scans

When the site blocks Guard or most checks cannot run, the score covers only the checks that ran (usually DNS and email), is capped at 75 and is shown as partial, without a risk level.

Risk levels

  • Critical0–25
  • High26–49
  • Medium50–75
  • Low76–100

Technical appendix

Business context, site observations and technical notes gathered during the scan, and the standards behind each reference.

Business context

Business profile

Artisan Financial Planning operates in the finance sector with a niche focus on creatives and performing artists, a segment often underserved by traditional financial advisors. Its flat-fee business model removes asset minimums and aligns incentives with clients, differentiating it from commission or AUM-based competitors. The firm leverages certifications such as CFP, ADPA, and CCFC to establish credibility. The presence of media features like NerdWallet enhances brand visibility. The company appears small in size with no parent or subsidiary affiliations detected. Its digital presence is supported by a professional website and active social media channels on Facebook and LinkedIn. The lack of WHOIS data may indicate privacy protection or recent registration, which should be clarified to avoid trust issues.

Security posture

The website demonstrates a moderate security posture with HTTPS enforced and no visible exposure of sensitive data. The use of modern libraries without known vulnerabilities is positive. However, the absence of key security headers such as Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options represents a gap that could expose the site to clickjacking, MIME sniffing, or other attacks. No incident response or security policy pages are published, limiting transparency on security governance. The lack of a cookie consent mechanism may also pose compliance risks under GDPR or similar regulations. No vulnerability disclosure or security.txt files are present, reducing avenues for responsible vulnerability reporting. Overall, the site is secure but could benefit from enhanced security controls and transparency.

Recommendations

  1. Implement standard security headers including Content-Security-Policy, X-Frame-Options, and X-Content-Type-Options to harden the site against common web attacks.
  2. Add a cookie consent banner and explicit cookie policy to improve privacy compliance and user transparency.
  3. Publish an incident response policy and security policy page to demonstrate governance and preparedness.
  4. Clarify domain WHOIS registration details or use verified privacy protection services to improve trustworthiness.
  5. Consider adding a vulnerability disclosure policy or security.txt file to facilitate responsible security reporting.
Site observations

Automated reading of the public site. Ratings are indicative.

Business

Company
Artisan Financial Planning
Description
Provides flat-fee financial planning and investment management services tailored for musicians, performing artists, and creatives. Focuses on affordable, personalized financial advice with no asset under management fees or minimums.
Key services
Financial planning, Investment management, Flat fee pricing model
Content quality
good
Branding
consistent

Technology

Stack
jQuery 3.6.0, Bootstrap, Font Awesome 6.1.1, Google Tag Manager, MailerLite, Magnific Popup, Slick Carousel, Plausible Analytics
Performance
moderate
Mobile
good
Accessibility
basic
SEO
basic

Security

Observed score
85/100
Good practices seen
  • HTTPS enforced
  • No exposed sensitive data in HTML
  • No vulnerable libraries detected

Analytics and tracking

Services
Google Tag Manager, Plausible Analytics
Tracking level
moderate
Privacy practices
basic

Advertising

Tracking pixels
Plausible Analytics
Marketing tools
MailerLite
Transparency
basic

Site quality

Design
good
User experience
good
Content relevance
good
Navigation
good
Professionalism
good
Trustworthiness
high

Key observations

  1. Website is fully accessible with no blocking or WAF challenges.
  2. Content is professionally presented and targeted to a niche audience.
  3. No email addresses explicitly found in HTML content; contact via form and phone only.
  4. Privacy policy is comprehensive and publicly available as PDF.
  5. No cookie consent banner or explicit cookie policy detected.
  6. No terms of service page found.
  7. Social media presence on Facebook and LinkedIn confirmed.
  8. Multiple professional certifications and badges displayed.
  9. No security.txt or vulnerability disclosure found.
  10. No explicit security headers detected in HTML content.
Technical notes

Notes

The website is built on Zephyr CMS and uses a combination of jQuery, Bootstrap, Font Awesome, and other JavaScript libraries for UI and interactivity. It integrates third-party services such as MailerLite for email marketing, Google Tag Manager for analytics, and Plausible Analytics for privacy-focused tracking. The site loads external resources from reputable CDNs and uses responsive design techniques for mobile optimization. Performance is moderate with no major issues detected. Accessibility is basic but could be improved with ARIA roles and enhanced semantic markup. SEO is basic with meta tags and Open Graph data present but could be further optimized with structured data and richer metadata. No hosting provider information was detected from the HTML content.
Standards and sources

Reference chips under each finding point to the standard, regulation or specification the finding relates to. They are taken from the official datasets below and mapped conservatively: a finding with no defensible link shows none. NIS2 and GDPR references mark where a finding is relevant evidence, not a compliance verdict. Implementing Regulation (EU) 2024/2690 binds digital infrastructure and digital service providers; for other entities it is the most detailed public reading of the Article 21 measures. WCAG, EN 301 549, European Accessibility Act and Web Accessibility Directive references name the requirement an automated accessibility rule relates to; they are not a conformance verdict.

Retrieved 2026-10-25

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