Privacy Policy

Last updated: 2026.

What we collect

When you submit the "Find an Advisor" form on this site, we collect the information you provide: your name, email address, and optionally your phone number and a description of what you're looking for. We do not require an account, and we do not collect this information anywhere else on the site beyond that form.

How we use it

We use this information solely to follow up with you about connecting you with a fee-only fiduciary financial advisor, or a vetted advisor-matching service, who serves your area. We do not sell your information to third parties. If we refer your information to a financial advisor or matching service as part of fulfilling your request, we'll do so only for the purpose of helping connect you with that service.

How long we keep it

We retain submitted information only as long as reasonably needed to follow up on your request. You can request deletion of your information at any time using the contact details below.

Your choices

You can request access to, correction of, or deletion of any information you've submitted by contacting us via the details in the site footer once published. We do not use the information you submit for advertising or marketing unrelated to your request.

Changes to this policy

We may update this policy as the site evolves. Material changes will be reflected by updating the date at the top of this page.