Terms of Use

FiduciaryListings is an informational directory. It aggregates and displays data from public regulatory filings to help consumers research financial advisors. It is not a financial advisory service, a recommendation engine, or a substitute for professional financial advice.

We do not recommend, endorse, or certify any financial advisor listed on this site. Inclusion in the directory does not imply approval or vetting beyond what is reflected in public SEC filings.

Nothing on this site constitutes financial, investment, tax, or legal advice. The information presented is drawn from public government records and is provided strictly for informational and research purposes.

You should not make financial decisions based solely on information found on FiduciaryListings. Always consult a qualified professional before making investment decisions or hiring a financial advisor.

Advisor data on this site is sourced from SEC Form ADV filings, which are self-reported by advisory firms to federal regulators. We process and display this data as published. While we take care to present it accurately, we cannot guarantee that all information is current, complete, or error-free.

Specific limitations include:

• Data is updated periodically, not in real time. An advisor's registration status, fee schedule, or disciplinary record may have changed since their last filing.
• Fee data extracted from Form ADV Part 2 brochures involves automated PDF parsing, which may not capture every nuance of complex fee structures.
• We cover SEC-registered investment advisers only. State-registered advisers are not included.

All data is provided “as is” without warranty of any kind, express or implied. You are responsible for independently verifying any information before acting on it.

You assume full responsibility for how you use the information on this site. FiduciaryListings is not liable for any decisions you make based on the data presented here, including but not limited to the selection of a financial advisor, investment decisions, or financial planning choices.

We strongly encourage you to verify advisor credentials through the SEC's Investment Adviser Public Disclosure (IAPD) database and FINRA BrokerCheck before engaging any advisor.

To the fullest extent permitted by law, FiduciaryListings, Tharaa Media, and their operators shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of this site or reliance on the information provided.

This limitation applies whether the alleged liability is based on contract, tort, negligence, strict liability, or any other basis, even if we have been advised of the possibility of such damages.

The site design, code, and editorial content are the property of FiduciaryListings. The underlying advisor data is sourced from public government records and is not proprietary. You may reference or link to this site freely but may not scrape, republish, or redistribute site content in bulk without permission.

We may update these terms from time to time. The revised version will be posted on this page with an updated date. Continued use of the site after changes are posted constitutes acceptance of the revised terms.

Questions about these terms can be directed to [email protected].

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Austin, TX 78746