Privacy Policy

SMS Consent & Text Messaging

SMS consent and phone numbers collected for SMS purposes are not shared with third parties or affiliates for marketing purposes.

When you provide a phone number and agree to receive text messages, we use it to send appointment scheduling texts, booking links, appointment confirmations, appointment reminders, and follow ups related to your request. Message frequency varies based on where you are in the scheduling process. Message and data rates may apply; check with your mobile carrier for details.

You can opt out of text messages at any time by replying STOP to any message, and you can reply HELP for help. Consent to receive text messages is not a condition of any service, and opting out of texts does not affect your request. 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.