Terms of use

AdvisorMatch matches you with one financial advisor who is licensed in your state and whose firm takes part in our program, and lets you book an introductory call with them. The service is free to you.

We are not an investment adviser, broker-dealer or financial planner. We do not give investment, tax or legal advice, and nothing on this site is a recommendation of any advisor, investment or strategy. The advisor you meet is independent of us; any advice or service they provide is between you and them, under their own agreement with you.

Advisors pay us a fee for each introduction and a further fee when an introductory meeting is booked. You are told the amounts before you agree to be introduced. Because advisors pay us, we have an incentive to introduce you to advisors who take part in our program rather than to every advisor who might suit you. We are not a client of any advisor we introduce, and we receive no part of any fee you may later pay an advisor.

We check each participating advisor’s registration against FINRA BrokerCheck (opens in a new tab) and the SEC’s Investment Adviser Public Disclosure (opens in a new tab) site when they join and periodically afterwards. We do not guarantee any advisor’s qualifications, conduct or suitability for you. We encourage you to look them up yourself on those free sites before engaging them.

Give us accurate information, use the service for yourself, and don’t use it to send automated requests, to harvest advisor details or for anything unlawful. We may decline or stop an introduction if we believe a request is fraudulent or abusive.

When you book a call, we send the advisor your details and a calendar invitation. You can reschedule or cancel online up to two hours before the call from the link in your confirmation. We ask you after the call whether it took place; your answer helps us hold advisors to their appointments and is shared only with us and the advisor’s firm.

The service is provided as is. To the extent the law allows, we are not liable for any loss arising from your use of the site, from any introduction, or from anything an advisor does or fails to do. Where liability cannot be excluded, it is limited to the greatest extent the law permits.

Our privacy policy explains what we collect and how we use it. We may update these terms; the date above shows the current version. These terms are governed by the laws of the State of Delaware. Questions: admin@vantagecrm.co.