Privacy Policy

Effective Date: July 11, 2025

This Privacy Policy is meant to help you understand what information we collect, why we collect it, and how you can manage your information. Please note that this privacy policy applies to all visitors to our public website. If you choose to enter into an engagement for services, a separate additional privacy policy will be provided to you with further details about data we collect and how we use it.

Why We Collect Data

We collect data for the sole purpose of providing the best service to our website users.

What Data We Collect

The information we collect depends on how you use our website and engage with our content. You may explore our website without providing any personal information about yourself. If you choose to subscribe to a blog, download any of our content, apply for membership, or otherwise request information, you may be asked to enter information (such as your name and email address) so we can deliver your request(s).

How We Use Data

We use your information to:

• Provide services/products. Your information allows us to deliver requested services/products, such as free downloads and blog subscriptions, and it allows us to offer personalized content based on your interests.
• Maintain and improve services/products. User information helps us ensure that our services/products are being consumed as intended, and helps us understand areas where we can improve our services/products.

Managing Data

You can update your communication preferences or unsubscribe from our marketing communications by clicking the "unsubscribe" link located on the bottom of our emails. You may continue to receive transactional emails such as billing receipts when applicable.

Deleting Your Data

We believe that your data belongs to you. Therefore, you may delete your data whenever you choose. Simply reach out to us at [email protected] to request the removal of your information. It's important to note that as we prioritize the security and integrity of your data, it may take a short period of time for residual copies to be completely removed.

How We Share Data

We do not share or sell your information. We have a variety of security technologies and measures in place to help protect your data from unauthorized access, use, or disclosure.

No mobile information, including phone numbers and consent, will be shared with third parties or affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Changes to This Policy

We may periodically update this Privacy Policy. You can reference this page for the most recent version of the policy.

Client Privacy Policy

This Privacy Policy covers public website visitors only. If you are an existing or prospective client of an AdviceOnly advisor's services, please also see the separate Client Privacy Policy which describes the data collected and how it is used in the context of a financial planning or investment advisory engagement.