Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the Wealth Advisor Agency website at wealthadvisoragency.com (the “Site”) and any services we provide (“Services”). By using the Site or engaging our Services, you agree to these Terms. If you do not agree, please do not use the Site.

Who we are

Wealth Advisor Agency is a creative studio offering brand, story, website, AI automation, and marketing services for financial advisors and registered investment advisers, based in Austin, Texas.

Use of the Site

You agree to use the Site only for lawful purposes and not to misuse it, interfere with its operation, attempt to gain unauthorized access, or use it in a way that could harm the Site or others. We may modify, suspend, or discontinue any part of the Site at any time without notice.

Submissions and inquiries

When you submit a form or contact us, you represent that the information you provide is accurate and that you are authorized to provide it — including any website address you ask us to review or work from. Submitting a form is a request for services and does not by itself create a binding agreement to perform work.

Promotional offers

Promotions advertised on the Site — including any limited-time website offer — are subject to availability, may be limited in number, and may be changed or withdrawn at any time. Specific pricing, deliverables, timelines, revisions, and payment terms for any engagement will be confirmed in a separate agreement or written communication between you and us. Where an offer states that you review the finished work before paying, the applicable fees become due upon your acceptance of the work as set out in that agreement.

Fees and payment

Fees for Services are as quoted or agreed in writing. Unless otherwise stated, fees are exclusive of applicable taxes. Recurring or monthly options, hosting fees, and any add-ons will be described at the time of purchase.

Intellectual property

The Site and its content — including text, design, graphics, and logos — are owned by or licensed to Wealth Advisor Agency and are protected by applicable laws. Ownership of deliverables we create for you is addressed in your project agreement. You retain ownership of any content and materials you provide to us.

Third-party services

The Site may use or link to third-party tools and services (such as form, CRM, hosting, scheduling, and analytics providers). Your use of those services may be subject to their own terms and policies, and we are not responsible for them.

Disclaimers

The Site and Services are provided “as is” and “as available” without warranties of any kind, whether express or implied, to the fullest extent permitted by law. We do not warrant that the Site will be uninterrupted, error-free, or secure. Nothing on the Site constitutes financial, investment, legal, or tax advice.

Limitation of liability

To the fullest extent permitted by law, Wealth Advisor Agency will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, arising out of or related to your use of the Site or Services. Our total liability for any claim relating to the Site will not exceed the amount you paid us, if any, for the Services giving rise to the claim.

Indemnification

You agree to indemnify and hold harmless Wealth Advisor Agency from any claims, damages, or expenses arising out of your misuse of the Site or your breach of these Terms.

Governing law

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. Any dispute will be subject to the exclusive jurisdiction of the state and federal courts located in Travis County, Texas.

Changes to these Terms

We may update these Terms from time to time. When we do, we will revise the effective date above. Your continued use of the Site after changes take effect constitutes acceptance of the updated Terms.

Contact us

Wealth Advisor Agency
Austin, Texas
hello@wealthadvisoragency.com

This page is provided for general informational purposes and is not legal advice.