Disclosure

Updated: April 15, 2025

Trusted Advisor Connect (“we,” “our,” or “us”) is a private platform that facilitates introductions between individuals seeking financial guidance and licensed financial advisors who meet our internal vetting standards.

Not a Registered Investment Advisor

Trusted Advisor Connect is not a registered investment advisor (RIA), broker-dealer, or financial planning firm. We do not provide personalized financial, legal, or investment advice. Any information provided on this website is for general informational purposes only and should not be considered financial advice.

How We Operate

Our platform evaluates financial advisors based on publicly available information, self-reported credentials, and internal standards focused on client service, experience, and integrity. While we take care to match individuals with qualified professionals, we do not guarantee any particular outcome, investment performance, or service experience.

Compensation

We may receive compensation from financial advisors or firms we refer individuals to. This compensation may be based on performance (e.g. successful connection or engagement), but it does not influence the objectivity of our matching process or our commitment to connecting users with qualified professionals.

Client Responsibility

Individuals using Trusted Advisor Connect are responsible for conducting their own due diligence on any advisor. We recommend asking questions, reviewing the advisor’s public regulatory history (e.g. via FINRA's BrokerCheck or the SEC’s IAPD), and ensuring the advisor is the right fit for your needs.

Advisor Eligibility

Only advisors who meet our internal standards and licensing requirements are eligible to join our network. However, inclusion in our network does not imply an endorsement or guarantee by Trusted Advisor Connect.

Questions?

If you have any questions about this disclosure or how we operate, please contact us at info@trustedadvisorconnect.com