Privacy Policy

Last Updated: September 19, 2026

Huestone Advisory respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy describes the information we collect, how we use and protect it, when it may be shared, and the choices available to you.

Information We May Collect

We collect personal information when reasonably necessary to provide our services, respond to requests, understand your circumstances, maintain our relationship with you, or operate our business.

Depending on your interaction with Huestone Advisory, information we collect may include:

Name and contact information;
Age and other general demographic information;
Income and financial information voluntarily provided to us;
Financial priorities, objectives, and preferences;
Information provided through questionnaires, Financial Snapshots, Fact Finders, or similar tools;
Information related to services you request or receive;
Communications between you and Huestone Advisory; and
Other information you voluntarily provide.

The information requested may vary depending upon the nature and scope of your relationship with Huestone Advisory.

We seek to collect only information reasonably necessary for the purpose for which it is being requested.

Information Collected Automatically

When you use our website or other digital services, certain information may be collected automatically through cookies, analytics tools, server logs, and similar technologies.

This information may include device and browser information, Internet Protocol (IP) address, pages visited, referring websites, approximate location derived from an IP address, and information concerning your interaction with our website.

We may use this information to operate, secure, maintain, evaluate, and improve our website and services.

How We May Use Personal Information

Huestone Advisory may use personal information to:

Provide and administer services;
Understand your circumstances, priorities, and financial objectives;
Respond to inquiries and requests;
Schedule and conduct meetings;
Prepare financial analyses, educational materials, or other requested resources;
Maintain and manage our relationship with you;
Communicate regarding services, meetings, resources, or other matters relevant to our relationship;
Maintain appropriate business and regulatory records;
Improve our services, tools, and client experience;
Protect our systems and information from unauthorized access, fraud, misuse, or other security threats; and
Comply with applicable legal and regulatory requirements.

We may use aggregated or de-identified information for analytical, educational, operational, or business purposes when that information does not reasonably identify an individual.

Our Approach to Personal Information

Huestone Advisory does not sell personal information.

We do not share personal information with unaffiliated third parties for their independent marketing purposes.

Personal information is used and disclosed only as reasonably necessary to provide services, operate our business, fulfill a request you have made, work with professionals involved in your financial matters when authorized or appropriate, or comply with applicable legal and regulatory requirements.

Service Providers

We may use third-party service providers to support our business operations, including technology, website hosting, data storage, communications, scheduling, analytics, security, document management, payment processing, compliance, and other professional or administrative services.

These providers may receive access to personal information when reasonably necessary to perform services on our behalf. We seek to work with service providers that maintain appropriate privacy and security practices.

Other Financial and Professional Relationships

Financial decisions may involve professionals or organizations outside Huestone Advisory, including attorneys, accountants, insurance professionals, investment professionals, custodians, financial institutions, and other service providers.

When appropriate to an engagement, information may be shared with another professional with your authorization, at your direction, as reasonably necessary to provide an agreed-upon service, or as otherwise permitted or required by applicable law.

An introduction or referral does not, by itself, authorize unrestricted disclosure of your personal information.

Independent professionals and organizations maintain their own privacy practices and are responsible for information provided directly to them.

Legal and Regulatory Disclosures

Huestone Advisory may disclose personal information when reasonably necessary to comply with applicable laws, regulations, regulatory examinations, court orders, legal processes, governmental requests, or other legal obligations.

Information may also be disclosed when reasonably necessary to protect the rights, property, security, or interests of Huestone Advisory, our clients, or others, or to investigate or prevent fraud, unauthorized activity, or security incidents.

Data Security

Huestone Advisory maintains administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, loss, or disclosure.

Access to personal information is limited according to legitimate business and professional needs.

No method of electronic transmission or information storage can be guaranteed to be completely secure. Accordingly, while we take reasonable measures to protect information entrusted to us, absolute security cannot be guaranteed.

Data Retention

Personal information is retained only for as long as reasonably necessary to provide services, maintain appropriate business records, satisfy legal or regulatory requirements, resolve disputes, enforce agreements, or fulfill other legitimate business purposes.

Retention periods may vary based upon the nature of the information, the services involved, and applicable legal or regulatory requirements.

Your Choices and Rights

You may request information regarding personal information maintained about you or request that inaccurate information be corrected, subject to applicable legal, regulatory, and recordkeeping requirements.

Where applicable law provides additional rights concerning access, correction, deletion, portability, restriction, or other treatment of personal information, Huestone Advisory will honor those rights as required by law.

You may also request that we discontinue marketing communications. Certain administrative, service-related, regulatory, or transactional communications may continue when necessary.

Cookies and Similar Technologies

Our website may use cookies and similar technologies to provide website functionality, maintain security, remember preferences, analyze website usage, and improve the user experience.

Browser settings may allow you to restrict, block, or delete cookies. Certain website functionality may be affected by doing so.

Children’s Privacy

Huestone Advisory’s website and services are not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.

Information concerning a client’s children or other family members may be collected when reasonably necessary for financial planning or related professional purposes and will be handled in accordance with this Privacy Policy and applicable law.

Third-Party Websites

Our website may contain links to websites, platforms, or services operated by third parties.

Huestone Advisory does not control and is not responsible for the privacy, security, content, or practices of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

Changes to This Privacy Policy

Huestone Advisory may amend this Privacy Policy from time to time to reflect changes in our services, business practices, technology, or applicable legal and regulatory requirements.

The current Privacy Policy will be made available through our website and will identify its applicable effective or updated date.

Contact Us

Questions, concerns, or requests regarding this Privacy Policy or Huestone Advisory’s handling of personal information may be directed to Huestone Advisory using the contact information provided on our website.