AdvisorFind from


Please read the following agreement before listing yourself and your services in AdvisorFind from ("AdvisorFind"). You acknowledge your agreement to these terms and conditions by executing this agreement when you register your listing at Inc. In addition to this agreement, your use of AdvisorFind is governed by the general terms and conditions of

USE OF ADVISORFIND. AdvisorFind is an online directory of advisors with expertise in financial, tax, and related legal planning for clients who have equity (stock) compensation. AdvisorFind is intended to let holders of stock grants (and others) locate an appropriate qualified professional to provide financial, tax, and related legal advice on stock compensation. To be included in AdvisorFind:

  1. You must personally be in the business of providing investment, financial planning, legal, or tax services to individual clients with equity compensation.
  2. You must either subscribe to Premium or Pro Membership at, and in doing so pay a subscription fee to Inc., or pay a separate listing fee for AdvisorFind.
  3. You must accept this agreement in the process of entering your basic listing profile.

You may not have a listing that includes more than one professional in your firm or company; however, other professionals in your firm or company may each apply for individual listings. You are responsible for ensuring that the information which appears in AdvisorFind meets any requirements and standards under your professional or securities license. Inc. assumes you will clear your listing through all the necessary channels of approval at your end before your profile appears in AdvisorFind.

Your listing in AdvisorFind does not constitute an endorsement or a recommendation of your services and/or products by Inc. or You may not make any statements or distribute any materials that in any way suggest that you are recommended by, or affiliated with, Inc. or Inc. (1) is not responsible for the content or accuracy of the information contained in your listing; (2) has no involvement with the services and/or products that you may provide to individuals or entities that come to you through AdvisorFind; and (3) is not responsible for the client contacts you receive as a result of your listing with AdvisorFind.

Your listing will remain active and visible in AdvisorFind until the stipulated period of the listing expires, unless the listing is revoked sooner. Inc. reserves the right in its sole discretion to deny, revoke, or modify your listing at any time and for any reason.

FEES. You must pay a fee to advertise your services through a listing in AdvisorFind, whether at the Basic, Enhanced, or Elite level of listing.

New subscriptions to Premium or Pro Membership at include, for that first subscription term only, the capacity to have a Basic listing in AdvisorFind without the payment of an additional fee (upgrades to the Enhanced or Elite level of listings require additional payment). After the end of this first Premium or Pro Membership term, you must pay a separate fee to list in AdvisorFind alongside any fee paid for the renewal of the Premium or Pro Membership. This first-term offer extends also to those who are Premium or Pro Members at the time of AdvisorFind's launch in July 2009: they will be able to have a free Basic listing in AdvisorFind until their next membership expiration or renewal (though upgrades to Enhanced or Elite would require additional payment).

Advisors who do not subscribe to Premium or Pro Membership at can list in AdvisorFind only by paying the applicable fee.

At any time, Inc. may increase the cost of listings and/or enhancements to listings in AdvisorFind, and may apply a higher price to the renewal of a listing, irrespective of the price paid (if any) for the prior listing term. Only AdvisorFind members whose accounts renew automatically are guaranteed no price increases. Inc. will make every reasonable effort to notify you of any increases in price.

AUTOMATIC RENEWAL. Any membership in AdvisorFind begins immediately after you pay the applicable fee with a credit card over our secure server. will automatically renew your membership in AdvisorFind when it expires unless you cancel automatic renewal by selecting the appropriate option on the page "Edit Account Information" at any time during your subscription.

To automatically renew your membership, will retain your credit-card data after the initial transaction and charge your credit card for the appropriate amount at the time of the renewal. At any time during your membership, you may delete or change your credit-card data in the section of the website entitled My Account. Deleting your credit-card data cancels the next automatic renewal of your subscription. If your membership is scheduled for autorenewal but your credit card has expired, for your convenience we will try to process your autorenewal with a future expiration date.

SECURITY OF CREDIT-CARD DATA. To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we apply physical, electronic, and managerial procedures to safeguard and secure the data we collect online. All credit-card information is stored in an encrypted format in a password-protected database. All transactions to or from which include credit-card information are protected with industry-standard SSL 128-bit encryption.

GENERAL DISCLAIMERS. Inc. provides this service to you without warranty of any kind, express or implied. In no event shall Inc. be liable to you for any consequential, incidental, indirect, or punitive damages, including any lost profits or lost savings, in contract, tort, or otherwise, even if Inc. has been advised of the possibility of such damages.

You agree to indemnify and hold Inc. and its officers, directors, employees, and agents harmless from any and all liabilities, claims, losses, obligations, actions, demands, costs, and expenses, including attorneys’ fees, which may arise out of your listing, acts, or omissions in connection with any services performed by you or your agent on behalf of a user of AdvisorFind. Inc. cannot be held responsible for any internal compliance decision resulting in your removal from AdvisorFind. If AdvisorFind does not meet the standards of your company's legal or compliance departments, you will not be eligible for a refund. After your formal request for deactivation from AdvisorFind you will retain any associated benefits (Premium or Pro Membership) for the remainder of your subscription period to We recommend that you check with your legal and compliance departments before you join AdvisorFind.

The terms and conditions contained in this agreement shall be binding upon and inure to the benefit of the parties, their personal representatives, successors, and assigns. This agreement contains the entire understanding between the parties and supersedes any prior understanding, memoranda, or other written or oral agreements between the parties with respect to the subject matter herein. No modification or waiver of this letter or any part hereof shall be effective unless in writing and signed by both parties. Inc. operates its business and website from its headquarters in Massachusetts. As such, the laws of the Commonwealth of Massachusetts govern these terms and conditions, without giving effect to any conflicts of law principles.

By registering your AdvisorFind listing with Inc., you hereby agree to be bound by any and all terms and conditions specified herein.


If you have any questions about this user agreement, we encourage you to email us at

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