Terms & Conditions

Effective Date: January 1, 2025 · Last Updated: February 2026

Welcome to Compound Scale. By accessing or using our website and services, you agree to comply with and be bound by the following Terms & Conditions. Please read them carefully. If you do not agree with these terms, please do not use our website or services.

Use of Services

Compound Scale provides marketing consulting services for financial advisors. We do not provide investment advice, manage assets, or make financial recommendations. Any references to assets under management (AUM) or growth reflect marketing results only and do not represent investment performance.

Compliance Responsibility

All marketing systems, campaigns, and tools we design must be reviewed and approved by the advisor's compliance department before use. Compound Scale assumes no responsibility for compliance approvals or regulatory filings.

Intellectual Property

All content on this website, including text, graphics, logos, and designs, is the property of Compound Scale and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or use any content without prior written permission.

Limitation of Liability

Compound Scale is not liable for any direct, indirect, incidental, or consequential damages resulting from your use of our website or services. We make no guarantees regarding lead volume, business growth, or financial results.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or policies of those external sites. Accessing third-party links is at your own risk.

SMS / Text Messaging Terms

Compound Scale sends text messages to financial advisors and professionals who submit a form on our site or book a discovery call with us. These messages include appointment scheduling texts, booking links, appointment confirmations, appointment reminders, and scheduling follow ups, and may come from our assistant Morgan.

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 about your messaging plan.

You can opt out at any time by replying STOP to any text message. After you reply STOP, we send one final message confirming your opt out and then stop texting that number. Reply HELP at any time for help, or email us at info@compoundscale.io.

Consent to receive text messages is not a condition of any purchase. You can request a discovery call without agreeing to texts, and opting out of texts does not affect your request.

Carriers are not liable for delayed or undelivered messages. Text messages are supported on major United States carriers, including AT&T, T-Mobile, Verizon, and most regional carriers. Availability and delivery can vary by carrier.

For details on how we collect and handle the information used for texting, see our Privacy Policy.

Privacy

Your use of our website is also governed by our Privacy Policy, which explains how we collect, use, and protect your information.

Updates to Terms

We may update these Terms & Conditions from time to time to reflect changes in our services, technology, or legal requirements. Updated versions will be posted on this page with a revised effective date.

Governing Law

These Terms & Conditions shall be governed by and construed under the laws of the State of Maryland, without regard to conflict of law principles.

Contact Us

Compound Scale LLC
2631 Housley Road #1280
Annapolis, MD 21401
info@compoundscale.io