Advice-Only™ Financial Planner
For Advisors

Important Disclosures and Privacy

The policies below are governed by our Privacy By Design definition from our glossary.

We respect the privacy of our visitors. This Privacy Policy explains how we collect, use, and protect the information you provide when using our website.
  • Information We Collect
If you submit through our “Contact Us” page, we collect potentially Personally Identifiable Information (PII) such as:
  • Name
  • Phone Number
  • Email Address
  • State of residence
  • Comments on our blog
Our website uses basic website analytics cookies to collect Non-Personally Identifiable Information such as:
  • Browser type
  • IP address
  • Pages visited
  • Time on site
  • How We Use Information
  • We use your contact information to respond to user-generated inquiries submitted through our “Contact Us” page.
  • We may link visitors to educational resources and programs published on AdviceOnly.info and AdviceOnly.org. Those resources may have separate terms or privacy practices where applicable.
  • We analyze non-personally identifiable information to understand how our website is used and to make website improvements.
  • Information Sharing
Our website does not sell or share your personal information with third parties for any reason except as outlined in this privacy policy.
  • California Privacy Rights
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:
  • Right to Know: You can request to know the categories and specific pieces of personal information we have collected about you, the sources of that information, the purposes for collection, and the categories of third parties with whom we share it.
  • Right to Delete: You can request the deletion of the personal information we collected.
  • Right to Opt-Out of Sale: You can opt out of selling your personal information under the CCPA.
  • Exercising your CCPA Rights

To submit a request and exercise your rights under the CCPA, please contact us at [email protected]. We will respond to verifiable requests within 45 days of receipt. We may require you to provide additional information to confirm your identity before fulfilling a request.

  • Contact Us

If you have additional questions about our website’s privacy practices, please Contact Us.

  • Regulatory Transparency & Disclosure Practices

Hall Financial Services, Inc. (HFS) maintains all required registrations and disclosures as a Registered Investment Adviser. Personalized advisory services are provided through Hall Financial Services, Inc. d/b/a Advice Only under applicable state and federal requirements.

AdviceOnly.info publishes information about the Advice-Only™ Methodology, educational resources, and advisory services.

AdviceOnly.org is a separate educational and professional-learning resource supporting the methodology and related standards.

All required regulatory documents — including Form ADV Parts 2A and 2B — are publicly available through the SEC’s Investment Adviser Public Disclosure (IAPD) system. You can view our firm’s current registration here:
Hall Financial Services, Inc. (SEC IAPD Firm #292580)
https://adviserinfo.sec.gov/firm/summary/292580

Our educational websites — AdviceOnly.org and AdviceOnly.info — do not collect or share client data for solicitation or marketing purposes. By contacting us or submitting a form, visitors acknowledge and consent to the privacy policy described on this page. Visitors are encouraged to verify any financial professional’s registration directly through the IAPD database before engaging advisory services.

Last reviewed for accuracy and completeness: August 16, 2026.

  • Contact Us

If you have any questions about these Terms and Conditions, please Contact Us or email us at [email protected]