Privacy Policy

SMS/Text Messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

When you provide a phone number and opt in to receive text messages through a web form on one of our websites, we use it to send appointment scheduling texts, booking links, appointment confirmations, appointment reminders, and follow ups across our programs. Consent is collected through a web form opt-in at the point of collection. Consent to receive text messages is not a condition of any purchase or service, and opting out of texts does not affect your request.

Message frequency varies. Message and data rates may apply. Check with your mobile carrier for details about your messaging plan. Carriers are not liable for delayed or undelivered messages.

Reply STOP to cancel at any time, or reply HELP for help. After you reply STOP, we send one final message confirming your opt out and then stop texting that number. We retain records of SMS consent and opt outs to honor your preferences and meet legal obligations. See our Terms of Use at compoundadvisory.co/terms for the full text messaging terms.

Information We Collect and How We Use It

We collect contact information (name, mailing address, phone, email), identity and financial information provided by clients and prospective clients, and website analytics data. We use personal information solely for legitimate business purposes in connection with delivering our services, communicating with you, and operating and improving our website.

We do not sell personal information. Our privacy practices are governed by Regulation S-P under the Gramm-Leach-Bliley Act, applicable state privacy laws including the CCPA and CPRA, and the SEC's Safeguards Rule.