Legal
Privacy Policy
How Flat Fee Advisors LLC collects, uses, and protects your information.
Flat Fee Advisors LLC operates flatfeeadvisors.org. This policy explains how we collect, use, and protect your information when you use our directory.
Information we collect
We collect the contact details you provide through our forms, advisor application materials (including credentials and pricing), and automatic usage data such as IP addresses and browser information collected through cookies.
How we use your information
We use the information we collect to connect you with flat fee financial advisors listed in our directory, respond to your inquiries, process advisor applications, operate and maintain the site, send service-related emails, and meet our legal obligations.
Information sharing
We do not sell your personal information. We may share information with listed advisors when you request to connect with them, with service providers who help us operate the site, when required by law, and in connection with a business transfer.
Independent advisors
Advisors listed in the directory pay a membership fee and operate independently. Each advisor operates independently, and we do not control their privacy practices.
Your choices and security
You can opt out of marketing emails and adjust your cookie settings at any time. We use reasonable security measures to protect your information, but no method of transmission or storage is completely secure.
Disclosure Statement: Advisor listings featured in this directory may constitute an endorsement under the Investment Advisers Act marketing rule. Profile inclusion is based on Flat Fee Advisors membership criteria, and listed advisors may pay a membership fee for inclusion. Visitors should evaluate advisors independently using whatever criteria best fit their needs.