Last updated: May 9, 2026
TrueAdvisor ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website trueadvisor.com.
Information You Provide:
Information Automatically Collected:
Third-Party Services:
Public Regulatory Information About Financial Advisors:
TrueAdvisor publishes a directory of SEC-registered investment advisers and their representatives. Information shown in advisor profiles—including names, firm affiliations, business addresses, fees, services, disclosures, and disciplinary history—is sourced from public regulatory filings, principally Form ADV filed with the U.S. Securities and Exchange Commission and made publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) system. This information is published as part of our advisor directory; it is not personal information you have provided to us. See "Advisor Profile Information" below for how corrections and removal requests are handled.
Profiles of financial advisors and advisory firms on TrueAdvisor are compiled from public regulatory filings, principally SEC Form ADV. These filings are public records that anyone can obtain directly from the SEC at sec.gov.
Corrections. If information in your advisor profile is factually inaccurate, contact support@trueadvisor.com and we will investigate and correct verified errors within a reasonable time. The fastest way to update most profile fields is to file an updated Form ADV with the SEC, which we then ingest from the public record.
Removal requests. Because TrueAdvisor's purpose is to give consumers accurate, comprehensive information about SEC-registered advisors, we generally do not remove profiles that are based on public regulatory data. We may consider removal in limited circumstances—for example, if you are no longer registered as an investment adviser representative or if a profile was created in error. The 30-day deletion timeline described under "Data Retention" applies to personal information you submit to us; it does not apply to advisor profile content sourced from public regulatory filings.
We do not sell, trade, or rent your personal information to third parties. We may share information only in the following circumstances:
We implement appropriate security measures to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
We retain account information, booking requests, and contact form submissions to maintain a record of advisor-client communications and our service operations. If you wish to have personal information you submitted to us deleted, contact support@trueadvisor.com and we will remove your information within 30 days. This 30-day commitment applies only to personal information you have submitted to us; it does not apply to advisor profile content compiled from public regulatory filings, which is governed by the "Advisor Profile Information" section above.
Google account data (email, profile information) is retained while your account is active. Calendar access tokens are stored only while your calendar integration is connected—disconnecting removes this data immediately.
With respect to personal information you have submitted to us, you have the right to:
With respect to advisor profile content compiled from public regulatory filings, see the "Advisor Profile Information" section above for our corrections and removal-request process.
We use essential cookies to maintain your session and preferences. We do not use tracking cookies for advertising purposes.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.
If you have questions about this Privacy Policy, please contact us at:
Email: support@trueadvisor.com