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 made
  • Website Analytics

We use Google Analytics to understand general website usage and improve the website. Google Analytics may use first-party cookies and collect information such as browser and device characteristics, approximate geographic location, pages visited, and time spent on the site.

Google Analytics may process an IP address when a visitor connects to the service. Google states that Google Analytics 4 does not log or store individual IP addresses.

We use website analytics for measurement and site improvement. We do not use website analytics to sell personal information, for third-party advertising, or for lead generation.

  • How We Use Information

We use contact information you voluntarily provide to respond to user-initiated inquiries submitted through our website.

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 use website analytics information to understand general website usage, maintain and improve website performance, and improve our educational content and visitor experience.

  • Information Sharing

We do not sell personal information or share personal information for cross-context behavioral advertising. We do not provide visitor information to third parties for lead generation.

We may use service providers that support the operation, security, measurement, and improvement of our websites, including website analytics providers. Information provided to these services is used for those operational purposes subject to applicable agreements and privacy practices.

California Privacy Rights

California residents may have privacy rights under the California Consumer Privacy Act (CCPA), as amended, where applicable. These may include:

  • Right to Know: You may request information about the personal information collected about you and how it is used or disclosed.
  • Right to Delete: You may request deletion of personal information collected from you, subject to applicable exceptions.
  • Right to Correct: You may request correction of inaccurate personal information.
  • Right to Opt Out of Sale or Sharing: You may opt out of the sale or sharing of personal information where applicable.
  • Right to Limit Certain Uses of Sensitive Personal Information: You may have the right to limit certain uses or disclosures of sensitive personal information where applicable.
  • Right to Non-Discrimination: You have the right not to receive discriminatory treatment for exercising applicable privacy rights.

Exercising Your California Privacy Rights

To submit a request regarding your privacy rights, please contact us at [email protected]. We may request information reasonably necessary to verify your identity before fulfilling certain requests.

  • 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]