Aletheia Advising Terms of Use

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Effective Date: January 12, 2026
Last Updated: January 12, 2026

Aletheia Advising (“we,” “us,” or “our”) owns and operates aletheiaadvising.com and other sites linking to these Terms of Use (individually, the “Site”, and collectively, the “Sites”). Through the Sites, Aletheia Advising provides various offerings, information, and resources related to the products and services available on our Sites (each a “Service” and collectively, the “Services”). References to the Sites include the Services.

Aletheia Advising may change, suspend, modify, or discontinue all or any part of the Sites in its sole discretion with or without notice. Aletheia Advising is not liable if all or any part of a Site is, for any reason, unavailable at any time or for any period. Aletheia Advising reserves the right to block or deny access to any of the Sites to anyone at any time for any reason. Aletheia Advising is not obligated to correct or update any information or content on the Sites.

These terms of use (together with any additional terms, as described below) (“Terms of Use”) are an agreement between Aletheia Advising and the individuals that use the Sites (“users,” “you,” or “your”). The Terms of Use govern your access to and use of the Sites. Subject to your full and ongoing compliance with these Terms of Use, Aletheia Advising hereby grants you a limited and revocable right to access and use the Sites, solely for their intended purposes. If you use or access the Sites on behalf of a business or other entity, you must have authority to bind that business/entity. In such case, the term “you” includes the business/entity and any of its agents that use or access the Sites. By using or accessing the Sites, you represent and warrant that you are of legal age to accept these Terms of Use and form a binding contract with Aletheia Advising.

We may now or in the future offer multiple platforms (the “Aletheia Advising Platforms”) through our Sites for use in accessing our Services. To use the Platforms, you must adhere to any additional terms and conditions specific to each Platform, as identified below and/or presented to you at the time you use the Platforms. Certain offerings on the Sites may be free of charge or offered for a fee, and we reserve the right to change what Services are offered free of charge or for a fee, and the fees charged for any given Service.

PLEASE READ THE TERMS OF USE CAREFULLY. BY ACCESSING ANY PAGES ON THE SITES; USING ANY SERVICES; SUBMITTING INFORMATION THROUGH THE SITES; OR CLICKING “I ACCEPT” (OR SIMILAR), YOU AGREE TO BE BOUND BY THESE TERMS OF USE AND OUR PRIVACY NOTICE, WHICH IS INCORPORATED BY REFERENCE. IF YOU DO NOT AGREE, DO NOT USE THE SITES.

Certain Services may be governed by additional terms, including (as applicable) an order form, subscription terms, invoice, statement of work, engagement letter, client agreement, or other written agreement between you and Aletheia Advising (“Additional Terms”). If Additional Terms apply, they will be presented to you at the time of purchase, registration, or engagement, or otherwise made available.

If there is a conflict between these Terms of Use and any Additional Terms, the Additional Terms will control only for the specific Service to which the Additional Terms apply.

The Sites may include general information about legal topics, compliance, contracts, and business matters. The Sites and any content made available through the Sites are provided for general informational purposes only and are not legal advice.

Accessing or using the Sites, submitting an intake form, scheduling a call, or communicating with us through the Sites does not create an attorney-client relationship between you and Aletheia Advising or any affiliated attorney.

An attorney-client relationship (if offered) is formed only if and when: (a) Aletheia Advising agrees to represent you in writing, (b) you sign an engagement letter or other written agreement, and (c) any required conflict checks are completed and any required fees/retainers are received (as applicable).

Do not send confidential or highly sensitive information through the Sites unless and until we provide a secure method and confirm the scope of engagement in writing.

The Sites are intended for users located in the United States. We make no representation that the Sites or Services are appropriate or available for use in other jurisdictions.

You agree that you will not use the Sites if you are prohibited by applicable law from doing so.

Some Services may require you to create an account, provide contact information, submit forms, or provide business information. You agree to provide accurate, current, and complete information and to promptly update it as needed.

You are responsible for maintaining the confidentiality of your account credentials (if any) and for all activity occurring under your account.

You agree not to:

1. Use the Sites for any unlawful, fraudulent, or harmful purpose.
    
2. Interfere with, disrupt, or attempt to gain unauthorized access to the Sites, servers, or networks.
    
3. Copy, scrape, harvest, or extract data from the Sites using automated means without our prior written consent.
    
4. Upload or transmit malware, spyware, or other harmful code.
    
5. Impersonate any person or entity or misrepresent your affiliation.
    
6. Post or transmit content that is unlawful, defamatory, obscene, threatening, or that infringes intellectual property or privacy rights.
    
7. Reverse engineer, decompile, or disassemble any portion of the Sites except as permitted by law.
    
8. Use the Sites to provide services to third parties in a manner that competes with or misappropriates Aletheia Advising materials, templates, or methods.
    

We may investigate suspected violations and may suspend or terminate access to the Sites at any time in our discretion.

The Sites and all content, materials, and functionality made available on or through the Sites—including text, graphics, logos, icons, images, audio, video, templates, checklists, downloads, and the arrangement and selection of the foregoing—are owned by Aletheia Advising or its licensors and are protected by U.S. and international intellectual property laws.

Except for the limited access rights expressly granted above, no license or other rights are granted to you by implication or otherwise.

You may not reproduce, distribute, publicly display, publicly perform, modify, create derivative works of, republish, or exploit any portion of the Sites without our prior written consent, except that you may download and print materials made available for download solely for your internal business use and in accordance with any stated restrictions.

If you submit information, materials, or content through the Sites (including intake information, files, comments, testimonials, or feedback) (“Submissions”):

• You represent that you have the right to provide the Submissions and that doing so does not violate any law or third-party rights.
   
• You grant Aletheia Advising a non-exclusive, worldwide, royalty-free license to use, host, store, reproduce, and process the Submissions to provide and improve the Services and Sites and to communicate with you, subject to our Privacy Notice and any applicable confidentiality obligations in an executed engagement agreement.
   

If you provide suggestions or feedback, you agree that we may use it without restriction or obligation to you.

The Sites may include links to third-party websites or integrations (for example, scheduling tools, payment processors, analytics providers). We do not control third-party sites and are not responsible for their content, terms, or privacy practices. Your use of third-party sites is at your own risk and subject to the third party’s terms and policies.

If you purchase Services or subscribe to a plan:

1. Fees and payment terms will be disclosed at the time of purchase or in the applicable Additional Terms (including an engagement letter, invoice, or subscription description).
    
2. You authorize us (and our payment processor) to charge your selected payment method for applicable fees, taxes, and other amounts you authorize.
    
3. Unless otherwise stated in Additional Terms, fees are non-refundable once charged, and unused time or credits (including included hours) do not carry over unless expressly stated.
    
4. We may suspend Services for nonpayment or suspected fraud.
    
5. You are responsible for providing accurate billing information and promptly updating it.
    

If your Services are provided under a written engagement letter or client agreement, that document governs billing, scope, and refund/cancellation terms.

By using the Sites and providing contact information, you consent to receive communications from us electronically (for example, by email or through the Sites). You agree that electronic communications satisfy any legal requirement that such communications be in writing.

If we offer electronic signature processes for agreements or intake confirmations, you agree that your electronic signature is binding to the extent permitted by law.

THE SITES AND ALL CONTENT AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE MAXIMUM EXTENT PERMITTED BY LAW, ALETHEIA ADVISING DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AND AVAILABILITY.

We do not warrant that the Sites will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

Any results, outcomes, or examples described on the Sites are informational and are not guarantees.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL ALETHEIA ADVISING OR ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO YOUR USE OF (OR INABILITY TO USE) THE SITES OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ALETHEIA ADVISING’S TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SITES OR SERVICES WILL NOT EXCEED THE GREATER OF: (A) THE AMOUNTS YOU PAID TO ALETHEIA ADVISING FOR THE SERVICES IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR (B) $100.00.

Some jurisdictions do not allow certain limitations. In such jurisdictions, these limitations apply to the maximum extent permitted by law.

You agree to defend, indemnify, and hold harmless Aletheia Advising and its owners, officers, employees, contractors, and agents from and against any claims, liabilities, damages, judgments, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of the Sites; (b) your Submissions; (c) your violation of these Terms of Use; or (d) your violation of any applicable law or third-party rights.

We may suspend or terminate your access to the Sites at any time, with or without notice, for any reason, including suspected violation of these Terms of Use.

Sections that by their nature should survive termination will survive, including Sections 6–7 and 11–18.

Our Privacy Notice explains how we collect, use, and share information. By using the Sites, you agree that we may process your information in accordance with the Privacy Notice. If there is a conflict between the Privacy Notice and these Terms of Use regarding privacy issues, the Privacy Notice controls.

If you believe content on the Sites infringes your copyright, please send a written notice to:
Copyright Agent: [Name/Title]
Email: [Insert Email]
Address: [Insert Address]

Include: (a) identification of the copyrighted work; (b) identification of the allegedly infringing material and its location; (c) your contact information; (d) a statement of good faith belief; and (e) a statement under penalty of perjury that the information is accurate and you are authorized to act.

These Terms of Use and any dispute arising out of or relating to the Sites or Services are governed by the laws of the State of Texas, without regard to conflict-of-law principles.

You agree that any legal action or proceeding arising out of or relating to these Terms of Use will be brought exclusively in the state courts located in Harris County, Texas, or, if federal jurisdiction exists, the federal courts located in the Southern District of Texas, and you consent to personal jurisdiction and venue in those courts.

Nothing in these Terms of Use prevents Aletheia Advising from seeking injunctive or other equitable relief to protect its intellectual property, confidential information, or to prevent unauthorized access, misuse, or security threats.

[Optional: If you want arbitration/class action waiver language, I can add a Texas-friendly version that still reads cleanly.]

We may update these Terms of Use from time to time. The “Last Updated” date above indicates when the Terms were last revised. Your continued use of the Sites after changes become effective constitutes acceptance of the updated Terms.

Entire Agreement. These Terms of Use (and any Additional Terms) constitute the entire agreement between you and Aletheia Advising regarding the Sites.
Severability. If any provision is found unenforceable, the remaining provisions remain in effect.
No Waiver. Failure to enforce any provision is not a waiver of that provision.
Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
Headings. Headings are for convenience only and do not affect interpretation.

Questions about these Terms of Use should be sent to:
Aletheia Advising
Email: info@Aletheiaadvisising.com