Disclosures
Version 2026-10-12. Advisors may keep this exact copy under SEC Rule 204-2.
We are a matching service
We are not a financial advisor, a broker-dealer, an investment adviser or a law firm. We do not manage money, sell securities, or give investment, tax or legal advice. Everything on this site is educational.
How we are paid
Advisors pay us a setup fee and a flat fee for each kept appointment. We never take a share of your assets or an advisor's fees, and we earn nothing on a transaction. We are paid the same whether or not the appointment turns into a client.
Only advisors who pay us are shown. We match on your state and asset range. We do not rank advisors or recommend one over another.
Testimonials, endorsements and performance
We do not publish testimonials, endorsements or performance results about an advisor on this site. If we ever do, we will disclose whether the person was paid and whether they are a current client, as the SEC marketing rule (Rule 206(4)-1 under the Investment Advisers Act of 1940) requires. Nothing here is an offer of advisory services.
Matching
A lead is matched to one advisor who serves the lead's state and accepts the lead's asset range. Matches are based on state and asset range only. We do not rank advisors by quality, and a match is not a recommendation.
Calendars and appointments
Booked appointments are scheduled on the advisor's own calendar, through Cal.com. The advisor runs the appointment, not us. Rescheduling and cancellation follow the advisor's policy.
Numbers on this site
Calculator results are estimates built from the assumptions shown under each result. They are not projections, not promises, and not advice about your situation. Real investment returns, fees and taxes will differ.
Contact
Questions about these disclosures: email our support address.