Terms of Service

Last updated: December 22, 2025

Agreement to Terms

By accessing or using TrueAdvisor (the "Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our Service.

Description of Service

TrueAdvisor provides a searchable database of financial advisors based on publicly available SEC filings. Our Service is provided free of charge and is intended for informational purposes only.

User Accounts

Certain features of the Service require registration. When you create an account, you agree to:

  • Provide accurate and complete information
  • Maintain the security of your account credentials
  • Accept responsibility for all activities under your account
  • Notify us immediately of any unauthorized use

For Financial Advisors

If you are a registered investment adviser claiming a profile on our Service:

  • You must verify your identity through your registered email or CRD number
  • Information you provide must be accurate and consistent with your SEC filings
  • You are responsible for keeping your profile information current
  • Calendar integration is optional and used solely to display your availability

Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. We do not warrant that:

  • The information on our Service is complete, accurate, or current
  • The Service will be uninterrupted or error-free
  • Any particular advisor is suitable for your financial needs

TrueAdvisor does not provide financial advice. The information presented is derived from public SEC filings and is intended to help you research advisors. Always conduct your own due diligence before engaging any financial professional.

Limitation of Liability

To the maximum extent permitted by law, TrueAdvisor and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of the Service.

Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Attempt to gain unauthorized access to our systems
  • Scrape or bulk download data without permission
  • Interfere with the proper functioning of the Service
  • Impersonate another person or entity

Intellectual Property

The Service and its original content, features, and functionality are owned by TrueAdvisor. The underlying advisor data is derived from public government filings and remains in the public domain.

Termination

We may terminate or suspend your account and access to the Service at our sole discretion, without notice, for conduct that we believe violates these Terms or is harmful to other users, us, or third parties.

Changes to Terms

We reserve the right to modify these Terms at any time. We will notify users of significant changes by posting a notice on our website. Your continued use of the Service after changes constitutes acceptance of the new Terms.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to conflict of law provisions.

Contact Us

If you have questions about these Terms, please contact us at:

Email: support@trueadvisor.com