Disclosures

our disclosures

Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place with you.


Fidato Wealth LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Fidato Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.


The information and commentary on this website reflects the opinions, viewpoints and analyses of Fidato Wealth LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Fidato Wealth LLC or performance returns of any Fidato Wealth LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. The content and videos on this website are for general informational and educational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.


The content on this website is only intended to provide general education about personal finance and the financial industry. Nothing on this website constitutes investment advice or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Fidato Wealth LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Any past performance discussed is no guarantee of future results. To determine which investments may be appropriate for you, please consult a financial advisor or do your own due diligence prior to investing.


General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.


Financial Advisor Magazine “RIA Ranking” & WealthManagement.com Thrive Award Disclosure: These rankings were based upon an independent analysis of multiple criteria of the Firm. Fidato Wealth LLC did not pay or provide any compensation in connection with the rankings. The rankings should not be construed as an endorsement of the firm’s advisory services. Third party rankings and recognition from rating services are no guarantee of future investment success. These rankings do not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither our firm nor our employees pay a fee in exchange for inclusion in the rankings.


Financial Advisor Magazine “RIA Ranking” Methodology and Criteria: Financial Advisor Magazine recognizes Fidato Wealth LLC in its “2017, 2018, 2019 & 2020 RIA Ranking.” This is an independent listing produced annually by Financial Advisor Magazine (July 2020). The rankings are based on data gathered from RIA firms, regulatory disclosures, and the magazine’s research. Applicants were then ranked on multiple factors, including:

1. Assets under management (AUM)
2. AUM growth rate
3. Assets per client
4. % of growth in assets per client
5. % of change in number of clients

WealthManagment.com Thrive Award Methodology and Criteria: The WealthManagement.com Thrive Award is an annual program designed to celebrate America’s fastest-growing advisors. This award program was launched in 2019 and honors advisors and firms who have demonstrated what WealthManagement.com calls, “remarkable revenue production” over a three-year period. All companies, individuals and teams of all sizes are eligible to participate in the annual program. However to qualify for the WealthMangagement.com 2019 Awards Thrive list, the applicants must be based in the United States, offer financial services to individual clients, have been receiving revenue since January 1, 2015, and be free from regulatory actions. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. WealthManagement.com defines revenue as gross revenue from AUM fees, commissions, trails, hourly or subscription fees, retainers and other similar wealth and investment management revenue before any costs or expenses. WealthManagement.com did not issue any Thrive Awards in 2020.


Wealth and Life Podcast Disclosure: The opinions expressed in the Wealth and Life Podcast are for general informational purposes only, and are not intended to provide specific advice or recommendations for any individual or business owner. It is only intended to provide education about personal finance and business planning. To determine which wealth planning strategies or investments may be appropriate for you, consult a Financial Planner prior to making any financial decisions. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Please remember investing involves risk and possible loss of principal; please seek advice from a licensed professional. Any case examples discussed are hypothetical, and any resemblance to a particular person or business is purely incidental. This podcast interviews individuals and business owners who have accomplished a successful career or business due to their own efforts, not due to them working with Fidato Wealth LLC or other advisory firm. Fidato Wealth LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Fidato Wealth LLC unless a Financial Planning agreement is in place.


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