Disclosures

Important Disclosures

Effective: March 1st, 2025

Grey Fox Wealth Advisors, LLC ("Grey Fox Wealth") is a Registered Investment Advisor ("RIA"), located in the State of Delaware. Grey Fox Wealth provides investment advisory and related services for clients nationally. Grey Fox Wealth will maintain all applicable registration and licenses as required by the various states in which Grey Fox Wealth conducts business, as applicable. Grey Fox Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.greyfoxwealth.com (“Website”) or any of the information or services provided by Grey Fox Wealth Advisors, LLC (collectively “Grey Fox Wealth”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Grey Fox Wealth in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Grey Fox Wealth reserves the right to change, modify, add, or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on March 1st, 2025.

Risk Disclosure

Grey Fox Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Grey Fox Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Grey Fox Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Grey Fox Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Grey Fox Wealth’s current written disclosure Brochure and Form CRS discussing Grey Fox Wealth’s business operations, services, and fees is available on this web site and/or from Grey Fox Wealth upon written request. Grey Fox Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Grey Fox Wealth’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Grey Fox Wealth) will be profitable or equal to any historical performance level(s). Neither Grey Fox Wealth’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Grey Fox Wealth is engaged, or continues to be engaged, to provide investment advisory services. Grey Fox Wealth’s registration status does not imply a specific level of skill or training. 

Certain portions of Grey Fox Wealth’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Grey Fox Wealth (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Grey Fox Wealth, or from any other investment professional. Grey Fox Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. 

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Grey Fox Wealth’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Grey Fox Wealth, or from any other investment professional.

Each client and prospective client agrees as a condition precedent to his/her/its access to Grey Fox Wealth’s web site, to release and hold harmless Grey Fox Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Grey Fox Wealth.

Privacy Disclosures

Grey Fox Wealth is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.  

Grey Fox Wealth does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website, you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect non-public personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated by third parties are located on those sites.

For a copy of the Grey Fox Wealth Privacy Policy, please click here.

Email Disclosures

Grey Fox Wealth often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Grey Fox Wealth makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Grey Fox Wealth private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Grey Fox Wealth does not accept trading or money movement instructions via email.

As a registered investment advisor, Grey Fox Wealth emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Grey Fox Wealth or the securities regulators.

If you have received an email from Grey Fox Wealth in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

Grey Fox Wealth may utilize third-party websites, including social media websites, blogs, and other interactive content. Grey Fox Wealth considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, Grey Fox Wealth generally retains copies of information that Grey Fox Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Grey Fox Wealth or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Grey Fox Wealth’s advisory persons after entering into an advisory agreement and providing Grey Fox Wealth with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.