Terms of Service

1. Acceptance of Terms

By accessing and using Advisor Stack (advisor-stack.com), you agree to be bound by these Terms of Service. If you disagree with any part, do not use our site.

2. Nature of Service

Advisor Stack is an informational directory of AI-powered software tools for financial advisors and financial planners. We provide:

• Tool descriptions, features, pricing, and categorization
• Links to official vendor websites
• Editorial content and comparisons

We do not: sell software, process transactions, provide financial advice, or endorse any specific tool.

3. No Financial Advice

Critical: Content on this site is for informational purposes only and does not constitute financial, investment, tax, legal, or professional advice. Always consult qualified professionals (CFP, CPA, attorney, RIA) before making decisions.

4. Accuracy & Updates

We strive for accuracy but cannot guarantee information is current, complete, or error-free. Pricing, features, and availability change frequently. Verify details on vendor websites before purchasing.

Content is updated monthly; last update date is shown on each tool page.

5. Affiliate & Advertising Disclosure

We may earn affiliate commissions from some tool links and display Google AdSense advertisements. This does not influence our editorial content, rankings, or categorization. See our Affiliate Disclosure and Editorial Guidelines for details.

6. External Links

Links to third-party websites are provided for convenience. We do not control, endorse, or assume responsibility for their content, privacy practices, or accuracy.

7. Intellectual Property

Advisor Stack content (descriptions, categorization, editorial, design) is our intellectual property. Tool names, logos, and trademarks belong to their respective owners. You may not scrape, copy, or republish our structured data without permission.

8. User Conduct

You agree not to:

• Scrape, crawl, or extract data programmatically
• Attempt to disrupt site functionality or security
• Use the site for any unlawful purpose
• Misrepresent your affiliation with any tool vendor

9. Disclaimer of Warranties

The site is provided "as is" and "as available" without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, non-infringement, or uninterrupted/error-free operation.

10. Limitation of Liability

To the maximum extent permitted by law, Advisor Stack shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or loss of profits, data, or business opportunities arising from your use of the site.

11. Indemnification

You agree to indemnify and hold harmless Advisor Stack from any claims, damages, or expenses arising from your violation of these Terms or misuse of the site.

12. Governing Law

These Terms are governed by the laws of the State of Delaware, USA, without regard to conflict of law principles.

13. Changes to Terms

We may modify these Terms at any time. Updated version posted here with new "Last updated" date. Continued use constitutes acceptance.

14. Contact

Questions about these Terms? Contact us via our Contact page.