Terms of Use

Last updated: October 24, 2026

These terms cover your use of advisorsurge.com, run by AdvisorSurge ("we"). By using the site, you accept them.

What the site is

The site describes how AdvisorSurge works with independent financial advisors and RIAs, and lets you check your metro and book a call with us. It does not create any agreement between us. Any work we do for you is set out in a written agreement, and that agreement, not this site, governs it.

Nothing here is advice

Nothing on this site is investment, tax, legal or compliance advice. Your firm and your compliance team decide what you may publish and how you work with clients.

Examples on the site

The screens, messages, maps, calendars and figures shown on the site are examples. They are not forecasts, past results or promises of any result.

Using the site

Use the site lawfully. Don't try to break, overload or get around its security, and don't copy it in bulk by automated means.

Our content

The site's text, design, logos and code belong to AdvisorSurge. You may read, print and share pages for your own use, but not reuse them as your own.

Other services

Some parts of the site, such as the booking calendar, are provided by other companies under their own terms and policies.

No warranty, and limits on liability

The site is provided as it is, without warranties of any kind. As far as the law allows, AdvisorSurge is not liable for any loss that comes from using the site or relying on anything on it.

Changes

We may change these terms. The current version is always on this page, with its date.

Contact

AdvisorSurge. Email: [privacy email].