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AdvisorMatchup Disclaimer

At AdvisorMatchup, we try to provide accurate information on personal finance and investing, but it may not apply directly to your individual situation. We are not financial advisors and we recommend you consult with a financial professional before making any serious financial decisions.

The content on AdvisorMatchup.com is for informational and educational purposes and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. References to product offers, and rates from third party sites often change. We recommend checking the rates on third-party sites to confirm the most up to date information. We are currently working on the affiliate model along with the lead generation model including Financial Professionals. Sometimes we may have a direct relationship with a brand where the brand’s terms and conditions, disclaimers and privacy policies will be applied and should be reviewed.

How We Make Money

AdvisorMatchup makes money from affiliate relationships with companies that we believe in personally. This means we may get paid when you click on a link at no additional cost to you. If you are unsure whether it is an affiliate link, please review the disclosure at the top of the post or near the link.

We strive to keep its information accurate and up to date. This information may be different than what you see
when you visit a financial institution, service provider or specific product’s site. All financial products, shopping products and services are presented without warranty. When evaluating offers, please review the financial institution’s Terms and Conditions.


AdvisorMatchup is also a business that helps facilitate the aggregation of Individuals and Financial Professionals in Accounting, Mortgage Lending/Brokerage and Financial Planning, known as the community. AdvisorMatchup provides the community for the Individuals and Financial Professionals who elect to participate in and can be helped to compare their relative requirements and qualifications gathered voluntarily by our online forms. It is the responsibility of the Individual and the Financial Professional to enter a relationship and not that of AdvisorMatchup. AdvisorMatchup provides information on various topics and it is up to the Individuals and Financial Professionals to do their own research on the various topics and anybody who you come in contact with. All Financial Professionals participating in the AdvisorMatchup community are to be registered or chartered as fiduciaries and/or certified with a regulatory body in the United States and have the proper licenses to solicit their services in conjunction with client engagement. Nothing AdvisorMatchup says or publishes by their own means or through any third party or author should be considered advice or suggestions or recommendations. AdvisorMatchup receives revenue from the Financial Professionals participating in our community. AdvisorMatchup receives a marketing fee from the Financial Professional when a Financial Professional and an Individual have successfully compared their relative requirements and qualifications.  Beyond the marketing fee, AdvisorMatchup does not monitor the relationship, provide any advice in the relationship to either party, nor is additionally compensated in any part of the relationship between the Individual and the Financial Professional and does not have any type of business relationship with any Financial Professionals. It is the responsibility of the participants in the relationship to reconfirm such registrations, charters and certifications, not AdvisorMatchup, with a regulatory body in the United States and have the proper licenses to solicit their services in conjunction with client engagement.  AdvisorMatchup is not registered with the SEC, FINRA, not an Advisor or Financial Professional. AdvisorMatchup simply maintains a marketing relationship with the Financial Professionals within the community.

Please let us know if you should have any questions. You can email us at 

info@advisormatchup.com 

Thanks for your support! 

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We at AdvisorMatchup are fortunate enough to help facilitate the aggregation of Individuals and Financial Professionals in Accounting, Mortgage Lending and Financial Planning. This community is assembled of people who elect to participate and are interested in comparing their wealth building goals and requirements to the qualifications of those who help manage and build wealth for others. This information is gathered voluntarily through AdvisorMatchup’s online questionnaires, and it continues to be our pleasure that we have the opportunity to provide the destination for the help and support everyone needs and deserves for Wealth Building. AdvisorMatchup is a matching business and is not engaged in the practice of offering or providing financial, legal or tax advice. AdvisorMatchup terms and conditions apply.

© 2024 by AdivsorMatchup.com. All Rights Reserved.  AdvisorMatchup is a wholly owned subsidiary of Kingwood Group, LLC and does not do business in the states of CA, VT or NV.

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