Terms and Conditions (Terms of Service)

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ADVISORS OPS TERMS OF SERVICE Last Updated: November 2026

These Terms of Service ("Terms") govern your access to and use of the Advisors Ops website (advisorsops.com) and any services provided by Advisors Ops ("we," "us," or "our"). By accessing our website or booking a consultation, you agree to be bound by these Terms.

1. Services Provided Advisors Ops provides workflow automation and administrative support services for financial professionals. Our services are designed to assist with meeting preparation, data extraction, and document organization. Crucial Disclaimer: We are not a registered investment advisor, broker-dealer, or law firm. We do not provide financial, investment, legal, or tax advice. All AI-generated drafts (including meeting briefs) are for informational purposes only and must be reviewed and approved by a qualified human professional before use.

2. The Pilot Program We offer a low-risk pilot program (starting at $1,500). The terms of the pilot, including the specific deliverables and the conditions under which the monthly retainer is waived, will be outlined in a separate written agreement or Statement of Work (SOW) provided to you prior to the commencement of the pilot.

3. Client Responsibilities To use our services, you agree to:

• Provide accurate and complete information necessary for us to perform the services.
• Ensure you have the necessary rights and permissions to share any data or documents you provide to us.
• Maintain your own compliance and supervisory procedures regarding the review of AI-generated content.

4. Intellectual Property All content on this website, including text, graphics, logos, and code, is the property of Advisors Ops or its licensors. Any custom workflows, prompts, or systems developed by Advisors Ops remain our intellectual property, unless otherwise specified in a separate written agreement.

5. Limitation of Liability TO THE MAXIMUM EXTENT PERMITTED BY FLORIDA LAW, ADVISORS OPS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, ARISING OUT OF OR RELATED TO YOUR USE OF OUR SERVICES . Our total liability for any claim arising out of or relating to these Terms or our services shall be limited to the amount you paid to Advisors Ops in the twelve (12) months preceding the event giving rise to the claim.

6. Governing Law and Dispute Resolution These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. Any dispute arising from these Terms shall be resolved exclusively in the state or federal courts located in Sarasota County, Florida.

7. Changes to Terms We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on this page and updating the "Last Updated" date.

8. Contact Information For questions about these Terms, please contact: Zane-Faith White, Advisors Ops Email: zane @ advisorsops.com