Disclosures

How we are paid

Advisors in our network pay us a fee when we introduce them to a potential client. You never pay us. The fee does not change what an advisor charges you, and advisors cannot pay to be matched with you ahead of an advisor who is a better fit.

Our role

We are a referral service, not an investment adviser. We do not recommend specific investments. Any advisory relationship is between you and the advisor you decide to hire.

How we review advisors

Before an advisor joins our network, we confirm their registration with the SEC or the Arizona Corporation Commission and review their disciplinary history on the SEC's Investment Adviser Public Disclosure site and FINRA BrokerCheck. A clean record does not guarantee future conduct.

Check before you hire

Review any advisor's Form ADV at adviserinfo.sec.gov and their history at brokercheck.finra.org.