Important Disclosures

AdvisorList is an advertising and information platform that helps consumers discover financial professionals. AdvisorList receives compensation from financial advisors for profile listings. We are not a client of any advisors listed on our platform.

Because advisors pay to be listed (and may pay for higher visibility), AdvisorList has a material conflict of interest: we have a financial incentive to display and feature paying advisors more prominently.

An advisor's inclusion on AdvisorList (or prominence in search results) is not a recommendation, endorsement, rating, or guarantee of the advisor's competence, services, or results. AdvisorList does not evaluate the quality of any advisor's advice, performance, or suitability for your needs. You should perform your own due diligence before selecting an advisor.

Advisors that pay for higher subscription tiers may receive increased visibility, including priority positioning, "Featured" placement, or other prominence on the platform. Any such placement is a form of paid advertisement.

Search results and display order are determined by standardized and automated factors, which may include:

• Advisor subscription tier
• Location match
• Specialization match
• Profile completeness

AdvisorList may update these criteria from time to time. Results may vary based on your search terms, filters, location, and other settings. Where factors are similar, results may be shown in rotating or otherwise non-deterministic order.

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Under applicable SEC rules, AdvisorList may be considered a paid, non-client endorser or promoter of advisory services. Advisors pay a subscription fee for presence on AdvisorList's platform, creating a material conflict of interest. AdvisorList's compensation is not contingent on whether you become a client of any advisor.

AdvisorList's subscription fees range from $1,200 to $12,000 annually, depending on the tier selected by the advisor. These fees are payable regardless of whether you or any other person becomes a client.

These fees are not passed on to you by AdvisorList. However, an advisor may have their own separate fees and expenses, which should be discussed directly with the advisor.

You can choose any financial advisor or investment firm and are not obligated to work with any specific advisor found on our platform. If you hire an advisor, you will enter into an agreement directly with them. AdvisorList is not affiliated with any advisor's firm and cannot provide investment advice, bind any advisor, or accept an engagement on an advisor's behalf. Any advisory relationship only becomes effective upon your and the advisor's mutual agreement and execution of the advisor's documents.

AdvisorList does not guarantee that contacting an advisor will result in a response, engagement, or any particular outcome. AdvisorList does not determine whether any advisor is suitable for you.

Profile content may be provided by advisors and/or derived from publicly available sources. Advisors are responsible for ensuring their profiles are accurate and up to date. AdvisorList does not warrant the completeness, timeliness, or accuracy of any profile information.

Where AdvisorList indicates that an advisor or profile is "verified," it generally means we performed limited checks (for example, confirming certain registration details in public databases or confirming ownership of a profile). Verification does not include a full background check, credential audit, review of fees, or an assessment of disciplinary history beyond what is available in public records unless explicitly stated.

AdvisorList is not registered as an investment adviser or broker-dealer and does not provide personalized investment advice, recommendations, or portfolio management services.

Third-party links and resources are provided for your convenience and have not been independently verified. AdvisorList is not responsible for the accuracy, availability, or content of third-party websites, or for products or services offered by third parties.