Terms of Service

Last updated May 17, 2026

1. Who We Are

Advisor Rocket is referred to in these Terms as “Advisor Rocket,” “Company,” “we,” “us,” or “our.”

Advisor Rocket provides AI-assisted content tools designed to help financial advisors, RIAs, wealth managers, and related professionals discover content ideas, draft LinkedIn posts, refine social media content, and communicate educational insights more consistently.

2. Agreement to These Terms

These Terms form a legally binding agreement between you and Advisor Rocket.

“You” and “your” mean the individual accessing or using the Service. If you use the Service on behalf of a company, advisory firm, RIA, broker-dealer, employer, or other organization, you represent that you have authority to bind that organization to these Terms.

Your use of Advisor Rocket is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

3. Description of the Service

Advisor Rocket helps users create draft content for LinkedIn and related professional marketing purposes.

The Service may include:

  1. AI-generated LinkedIn post drafts.

  2. News-based content opportunities.

  3. Evergreen topic suggestions.

  4. Post editing and refinement tools.

  5. Audience, tone, format, and length controls.

  6. Saved drafts, saved post history, and reusable footer content.

  7. Admin configuration features.

  8. Compliance reminders and AI-use notices.

  9. Analytics, usage tracking, and service improvement features.

  10. Other features we may add, modify, or remove over time.

Advisor Rocket is a drafting and productivity tool. It is not a substitute for your professional judgment, compliance review, legal review, regulatory obligations, or firm approval processes.

4. Important Notice for Financial Professionals

Advisor Rocket is designed for a compliance-sensitive industry, but Advisor Rocket does not provide compliance approval.

Advisor Rocket does not provide:

  1. Investment advice.

  2. Financial planning advice.

  3. Tax advice.

  4. Legal advice.

  5. Compliance advice.

  6. Regulatory advice.

  7. Fiduciary advice.

  8. Broker-dealer supervision.

  9. RIA compliance supervision.

  10. Archiving, books-and-records, or advertising approval services unless expressly stated in a separate written agreement.

You are solely responsible for determining whether any content created with Advisor Rocket is accurate, complete, appropriate, compliant, and approved for use.

If you are subject to SEC, FINRA, state securities, broker-dealer, RIA, insurance, firm, employer, or platform rules, you are responsible for complying with those rules.

Advisor Rocket does not guarantee that any content generated by the Service complies with SEC marketing rules, FINRA rules, state regulations, broker-dealer policies, RIA policies, insurance regulations, firm advertising policies, LinkedIn policies, or any other applicable requirement.

5. AI-Generated Content

Advisor Rocket uses artificial intelligence and related technologies to help generate content ideas, summaries, drafts, outlines, post variations, and other materials.

AI-generated content may be inaccurate, incomplete, outdated, misleading, biased, inappropriate, non-compliant, or unsuitable for your intended use.

You agree that:

  1. AI-generated content is a draft starting point only.

  2. You must review and edit all content before using it.

  3. You are responsible for verifying facts, claims, data, quotes, sources, and context.

  4. You are responsible for removing or revising content that is inaccurate, misleading, promissory, exaggerated, or non-compliant.

  5. You are responsible for determining whether disclosures, disclaimers, approvals, or records are required.

  6. You will not publish content generated by Advisor Rocket without first reviewing it carefully.

Advisor Rocket does not warrant that AI-generated content will be original, accurate, error-free, compliant, appropriate, non-infringing, or suitable for your business, audience, firm, regulator, or jurisdiction.

6. No Financial, Investment, Tax, Legal, or Compliance Advice

The Service may generate or reference content related to financial planning, retirement, investing, taxes, markets, estate planning, insurance, interest rates, economic events, or similar topics.

Such content is provided for general educational drafting purposes only.

Nothing generated by Advisor Rocket should be treated as financial advice, investment advice, tax advice, legal advice, compliance advice, fiduciary advice, or a recommendation to buy, sell, hold, avoid, or use any security, investment strategy, insurance product, financial product, tax strategy, or legal strategy.

You are responsible for ensuring that any content you publish is appropriate for your audience and does not contain improper recommendations, guarantees, projections, testimonials, endorsements, performance claims, promissory statements, or misleading claims.

7. Eligibility

The Service is intended only for users who are at least eighteen years old.

By using Advisor Rocket, you represent and warrant that you are at least eighteen years old and have the legal capacity to enter into these Terms.

8. Account Registration

You may be required to create an account to use the Service.

You agree to provide accurate, current, and complete information when creating your account and to keep that information updated.

You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account.

You agree to notify us promptly if you believe your account has been compromised or used without authorization.

We may refuse, suspend, restrict, or terminate accounts that violate these Terms, create risk for Advisor Rocket or other users, or are used in a manner we determine to be unlawful, abusive, fraudulent, harmful, or inappropriate.

9. Approved Access, Beta Access, and Internal Testing

Advisor Rocket may provide access through invitation, approval, beta programs, internal testing, private launch programs, free trials, promotional offers, or other limited access methods.

We may approve, deny, suspend, or revoke access at our discretion.

Beta, alpha, preview, or early-access features may be incomplete, unstable, experimental, inaccurate, or subject to change. We may modify or discontinue these features at any time.

You understand that beta features may contain errors and should not be relied upon for business-critical, compliance-critical, legal, financial, or regulatory decisions.

10. Subscriptions, Billing, and Payment

Some parts of the Service may require a paid subscription.

If you purchase a subscription, you agree to provide current, complete, and accurate billing information. You authorize us and our third-party payment processors to charge your selected payment method for subscription fees, usage fees, taxes, and any other applicable charges.

Subscriptions may renew automatically on a monthly, annual, or other recurring basis unless canceled before the renewal date.

You are responsible for canceling your subscription before renewal if you do not wish to continue.

We may use third-party payment processors to handle payments. Your use of those payment services may be subject to their separate terms and privacy policies.

11. Free Trials and Promotional Offers

Advisor Rocket may offer free trials, discounts, promotional access, or limited-use plans.

We may modify, limit, or discontinue any free trial or promotional offer at any time.

If a free trial requires payment information, your subscription may automatically begin when the trial ends unless you cancel before the trial expires.

You may not abuse free trials, promotional offers, discounts, referral programs, or access codes. Abuse may include creating multiple accounts, using false information, sharing private access codes without permission, or attempting to avoid payment.

12. Cancellation

You may cancel your subscription through your account settings or by contacting us at support@advisorrocket.ai.

Cancellation will generally take effect at the end of the current paid billing period unless otherwise stated.

You will continue to have access to paid features until the end of the billing period, unless your account is suspended or terminated for violation of these Terms.

13. Refunds

Unless otherwise required by law or stated in a separate written offer, all purchases are non-refundable.

At our discretion, we may provide refunds, credits, or exceptions. Providing a refund in one instance does not obligate us to provide refunds in the future.

14. Usage Limits

We may impose limits on usage, including limits on generated posts, AI requests, saved drafts, admin actions, team seats, storage, API usage, or other features.

Some plans may be described as “unlimited,” but unlimited use must still be reasonable, lawful, non-abusive, and consistent with normal business use.

We may restrict, throttle, suspend, or terminate accounts that place excessive burden on the Service, attempt to bypass limits, resell access, automate improper usage, or otherwise abuse the platform.

15. User Content

“User Content” means any content, information, prompts, instructions, topics, drafts, edits, uploaded materials, profile information, firm information, comments, feedback, saved footers, settings, or other materials you submit to, generate in, or store within Advisor Rocket.

You retain ownership of your User Content.

By submitting User Content to Advisor Rocket, you grant us a limited, worldwide, non-exclusive, royalty-free license to host, store, process, transmit, display, reproduce, modify, and use your User Content as necessary to provide, secure, maintain, support, and improve the Service.

You represent and warrant that:

  1. You have the rights necessary to submit the User Content.

  2. Your User Content does not violate the rights of any third party.

  3. Your User Content does not violate any law, regulation, contract, professional rule, firm policy, or platform rule.

  4. Your User Content does not contain confidential, regulated, sensitive, or client-specific information unless you have the right and authority to submit it.

You are solely responsible for your User Content and for any content you publish, distribute, or rely on.

16. Sensitive and Client Information

Advisor Rocket is not intended to store or process highly sensitive client information unless we expressly agree otherwise in writing.

You should not submit:

  1. Social Security numbers.

  2. Account numbers.

  3. Client financial account information.

  4. Protected health information.

  5. Government identification numbers.

  6. Passwords or authentication credentials.

  7. Non-public personal information about clients or prospects.

  8. Confidential firm information that you are not authorized to share.

  9. Material non-public information.

  10. Any data subject to special regulatory protection unless you have determined that use of the Service is appropriate and lawful.

You are responsible for determining whether your use of Advisor Rocket is appropriate under any privacy, cybersecurity, confidentiality, GLBA, Regulation S-P, firm, contractual, or other requirements that apply to you.

17. Ownership of Advisor Rocket

Advisor Rocket and its software, workflows, designs, interfaces, prompts, prompt structures, databases, content frameworks, configurations, models, systems, templates, branding, logos, trademarks, service marks, and original materials are owned by Advisor Rocket or its licensors.

Subject to your compliance with these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your personal professional use or internal business purposes.

You may not copy, modify, reverse engineer, decompile, scrape, resell, sublicense, distribute, or create derivative works based on the Service except as expressly permitted by these Terms or applicable law.

18. Rights to Generated Output

Subject to these Terms, you may use content generated by Advisor Rocket for your own professional and business purposes.

However, you acknowledge that:

  1. AI-generated content may not be unique to you.

  2. Similar or identical output may be generated for other users.

  3. We do not guarantee that generated content is original, protectable, or non-infringing.

  4. You are responsible for reviewing and approving generated content before use.

  5. You are responsible for ensuring your use of generated content complies with applicable laws, rules, policies, and third-party rights.

Advisor Rocket does not claim ownership over your final edited posts, but we retain ownership of the Service, platform, prompts, templates, workflows, configurations, software, and underlying systems.

19. Third-Party Platforms and LinkedIn

Advisor Rocket may help users create content for LinkedIn and other third-party platforms.

Advisor Rocket is not affiliated with, endorsed by, sponsored by, or controlled by LinkedIn, Microsoft, or any other third-party platform unless expressly stated.

Your relationship with LinkedIn and any other third-party platform is governed solely by your agreement with that platform.

You are solely responsible for complying with LinkedIn’s User Agreement, LinkedIn’s platform rules, and any other applicable third-party terms.

We are not responsible for:

  1. Content removal.

  2. Reduced visibility.

  3. Account restrictions.

  4. Account suspension.

  5. Account termination.

  6. Platform enforcement actions.

  7. Changes to LinkedIn’s algorithms, policies, APIs, or terms.

  8. Any loss or damage caused by your use of third-party platforms.

You agree not to use Advisor Rocket in a way that violates LinkedIn’s rules or any other third-party platform’s rules.

20. Third-Party Services

Advisor Rocket may integrate with, rely on, or link to third-party services, including payment processors, hosting providers, analytics providers, email providers, authentication providers, AI model providers, data sources, news sources, customer support tools, and third-party platforms.

Your use of third-party services may be governed by separate terms and privacy policies.

We are not responsible for the availability, accuracy, security, reliability, policies, or practices of third-party services.

We may change third-party service providers at any time.

21. News, Data, and Third-Party Content

Advisor Rocket may summarize, reference, classify, or link to third-party news, articles, sources, data, or public information.

We do not guarantee that third-party content is accurate, complete, timely, unbiased, or suitable for your use.

You are responsible for verifying any source, article, statistic, market claim, quote, or factual statement before using it in published content.

The inclusion of third-party content does not imply endorsement by Advisor Rocket.

22. Prohibited Uses

You agree not to use Advisor Rocket to:

  1. Violate any law, regulation, rule, professional obligation, firm policy, or third-party platform policy.

  2. Generate, publish, or distribute false, misleading, deceptive, defamatory, infringing, harassing, discriminatory, hateful, obscene, or harmful content.

  3. Make false or misleading financial, investment, tax, legal, insurance, or performance claims.

  4. Promise or imply guaranteed returns, risk-free outcomes, specific investment results, or future performance.

  5. Provide individualized financial, investment, tax, legal, or insurance advice through content that has not been properly reviewed and approved.

  6. Publish testimonials, endorsements, ratings, reviews, case studies, or client success claims in violation of applicable rules.

  7. Impersonate another person, advisor, firm, company, regulator, client, prospect, or platform.

  8. Create fake profiles, fake engagement, fake testimonials, fake authority, or misleading credentials.

  9. Upload, transmit, or generate malware, viruses, spyware, harmful code, or disruptive materials.

  10. Attempt to gain unauthorized access to the Service or related systems.

  11. Scrape, crawl, copy, monitor, or extract data from the Service without written permission.

  12. Reverse engineer, decompile, disassemble, or attempt to discover the source code or underlying systems of the Service.

  13. Use the Service to build, train, benchmark, or improve a competing product without written permission.

  14. Resell, sublicense, rent, lease, share, or commercially exploit the Service without authorization.

  15. Bypass usage limits, payment requirements, security features, or access controls.

  16. Use bots, scripts, automated tools, or non-human access methods unless expressly permitted.

  17. Submit false support requests, abuse reports, or payment disputes.

  18. Harass, threaten, abuse, or harm Advisor Rocket employees, contractors, users, or service providers.

  19. Use the Service in a way that damages, disables, overburdens, or impairs the Service.

  20. Use the Service for spam, unsolicited messaging, manipulative engagement, or unauthorized automation.

We may suspend or terminate your access if we believe you have engaged in prohibited activity.

23. Service Management and Enforcement

We reserve the right, but do not have the obligation, to:

  1. Monitor use of the Service.

  2. Investigate violations of these Terms.

  3. Remove, restrict, or disable content.

  4. Suspend or terminate accounts.

  5. Limit usage.

  6. Block access.

  7. Report unlawful activity to appropriate authorities.

  8. Take legal action where appropriate.

  9. Manage the Service in a way designed to protect our users, systems, rights, and business.

We may take action without prior notice if we believe it is necessary to protect the Service, users, third parties, or Advisor Rocket.

24. Privacy

Your use of Advisor Rocket is subject to our Privacy Policy.

The Privacy Policy explains how we collect, use, disclose, store, and protect information.

By using the Service, you agree to our Privacy Policy.

25. User Data and Backups

We may maintain certain data you transmit to the Service for the purpose of operating, supporting, securing, and improving the Service.

Although we may perform backups, we do not guarantee that any User Content, drafts, settings, history, or data will always be available or recoverable.

You are responsible for maintaining your own copies of important content, records, approvals, disclosures, and compliance materials.

Advisor Rocket is not responsible for loss, corruption, deletion, or failure to store any User Content, except to the extent prohibited by law.

26. Feedback

If you provide suggestions, ideas, comments, improvements, feature requests, bug reports, or other feedback about Advisor Rocket, you grant us a perpetual, irrevocable, worldwide, royalty-free right to use, modify, incorporate, commercialize, and otherwise exploit that feedback without compensation or obligation to you.

27. Reviews and Testimonials

If you submit a review, testimonial, rating, quote, or public comment about Advisor Rocket, you represent that it reflects your honest opinion and actual experience.

You grant Advisor Rocket the right to use, reproduce, display, distribute, and publish your review or testimonial in marketing, sales, website, investor, and promotional materials.

We may edit reviews for length or clarity, provided we do not materially change the meaning.

You are responsible for ensuring that any testimonial or endorsement you provide is permitted under any rules, policies, or professional obligations that apply to you.

28. Service Availability, Changes, and Interruptions

We may modify, update, suspend, discontinue, or remove any part of the Service at any time.

We do not guarantee that the Service will be uninterrupted, secure, timely, accurate, or error-free.

The Service may be unavailable due to maintenance, outages, third-party service failures, security issues, infrastructure issues, or other causes.

We are not liable for any loss, damage, inconvenience, or business impact caused by Service interruptions, delays, errors, feature changes, or discontinuation.

29. Corrections

The Service may contain errors, inaccuracies, omissions, outdated information, or incomplete information.

We reserve the right to correct errors, update information, change pricing, modify features, or revise content at any time without prior notice.

30. Electronic Communications

By using Advisor Rocket, creating an account, submitting forms, or sending us messages, you consent to receive electronic communications from us.

Electronic communications may include account notices, billing notices, support messages, product updates, policy updates, security notices, and marketing communications.

You may opt out of marketing communications as described in those messages, but we may still send transactional, legal, security, and account-related communications.

You agree that electronic communications satisfy any legal requirement that such communications be in writing.

31. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ADVISOR ROCKET DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, SECURITY, AND COMPLIANCE.

WE DO NOT WARRANT THAT:

  1. THE SERVICE WILL BE UNINTERRUPTED, SECURE, ERROR-FREE, OR AVAILABLE AT ALL TIMES.

  2. AI-GENERATED CONTENT WILL BE ACCURATE, COMPLETE, ORIGINAL, APPROPRIATE, NON-INFRINGING, OR COMPLIANT.

  3. CONTENT CREATED THROUGH THE SERVICE WILL BE APPROVED BY YOUR FIRM, REGULATOR, BROKER-DEALER, RIA, EMPLOYER, OR THIRD-PARTY PLATFORM.

  4. THE SERVICE WILL MEET YOUR BUSINESS, MARKETING, COMPLIANCE, LEGAL, OR REGULATORY NEEDS.

  5. THIRD-PARTY CONTENT, NEWS, DATA, OR SOURCES WILL BE ACCURATE, COMPLETE, OR CURRENT.

  6. USE OF THE SERVICE WILL IMPROVE VISIBILITY, ENGAGEMENT, LEADS, CLIENT ACQUISITION, AUM, REVENUE, REPUTATION, OR BUSINESS RESULTS.

YOUR USE OF THE SERVICE IS AT YOUR SOLE RISK.

32. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ADVISOR ROCKET AND ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, AFFILIATES, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES.

THIS INCLUDES DAMAGES FOR:

  1. LOST PROFITS.

  2. LOST REVENUE.

  3. LOST BUSINESS.

  4. LOST DATA.

  5. BUSINESS INTERRUPTION.

  6. REPUTATIONAL HARM.

  7. REGULATORY ACTION.

  8. FIRM DISCIPLINE.

  9. PLATFORM ENFORCEMENT.

  10. ACCOUNT SUSPENSION.

  11. CONTENT REMOVAL.

  12. LOST CLIENTS OR PROSPECTS.

  13. LOSS OF GOODWILL.

  14. ERRORS IN AI-GENERATED CONTENT.

  15. RELIANCE ON THIRD-PARTY INFORMATION.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF:

  1. THE AMOUNT YOU PAID TO ADVISOR ROCKET DURING THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR

  2. ONE HUNDRED DOLLARS.

Some jurisdictions do not allow certain limitations of liability, so some of these limitations may not apply to you.

33. Indemnification

You agree to defend, indemnify, and hold harmless Advisor Rocket and its owners, officers, employees, contractors, affiliates, licensors, and service providers from and against any claims, damages, liabilities, losses, judgments, penalties, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:

  1. Your use of the Service.

  2. Your User Content.

  3. Your use, publication, distribution, or reliance on content generated by the Service.

  4. Your violation of these Terms.

  5. Your violation of any law, regulation, professional obligation, firm policy, or third-party platform rule.

  6. Your violation of LinkedIn’s rules or any third-party platform rules.

  7. Your violation of any intellectual property, privacy, publicity, contractual, or other rights.

  8. Any regulatory, compliance, legal, client, prospect, firm, employer, or third-party claim related to content you create, approve, publish, or distribute.

We reserve the right to assume the exclusive defense and control of any matter subject to indemnification, and you agree to cooperate with our defense.

34. Termination

These Terms remain in effect while you use the Service.

We may suspend or terminate your access to the Service at any time if we believe you have violated these Terms, failed to pay applicable fees, created risk for Advisor Rocket or others, or used the Service in a manner we determine to be unlawful, abusive, harmful, or inappropriate.

You may stop using the Service at any time.

Termination does not relieve you of payment obligations incurred before termination.

The following sections will survive termination: ownership, User Content, AI-generated content, compliance responsibility, disclaimers, limitation of liability, indemnification, dispute resolution, and any other provisions that by their nature should survive.

35. Changes to These Terms

We may update these Terms from time to time.

If we make material changes, we will make reasonable efforts to notify users by posting the updated Terms, sending notice, or providing notice through the Service.

Your continued use of the Service after updated Terms become effective means you accept the revised Terms.

36. Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict of law principles.

Unless otherwise required by law, any dispute arising out of or relating to these Terms or the Service will be brought in the state or federal courts located in San Diego, California, and you consent to the jurisdiction of those courts.

37. Informal Resolution

Before filing a claim, you agree to first contact us at support@advisorrocket.ai and attempt to resolve the dispute informally.

The parties agree to attempt informal resolution for at least thirty days before initiating formal proceedings, unless emergency injunctive relief is needed.

38. California Users and Residents

If you are a California resident and a complaint is not resolved to your satisfaction, you may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs.

This provision is included only to the extent required by applicable California law.

39. Miscellaneous

These Terms and any policies incorporated by reference constitute the entire agreement between you and Advisor Rocket regarding the Service.

Our failure to enforce any provision of these Terms does not waive our right to enforce that provision later.

If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect.

You may not assign these Terms without our written consent. We may assign these Terms in connection with a merger, acquisition, sale of assets, reorganization, or by operation of law.

There is no joint venture, partnership, employment, fiduciary, or agency relationship between you and Advisor Rocket as a result of these Terms or your use of the Service.

40. Contact Us

To contact us about these Terms, please use:

Advisor Rocket
Support@AdvisorRocket.ai