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Terms of Use

Last updated: June 11, 2026

These Terms of Use ("Terms") govern your access to and use of truwealthadvisors.com, the Wealth Creation Scorecard, the resulting report, the Wealth Ascension Blueprint Workshop, any discovery or strategy call, and all related materials (collectively, the "Services") provided by TruWealth Advisors ("TruWealth," "we," "us"). By using the Services you agree to these Terms.

1. Educational Purpose Only — No Advice

The Services are provided for general informational and educational purposes only. Nothing in the Services constitutes investment advice, a recommendation regarding any security, a solicitation to buy or sell any security, tax advice, legal advice, or accounting advice. TruWealth Advisors is not a registered investment adviser. See our Disclosures page for the full regulatory disclosure.

You should always consult with your own qualified CPA, attorney, and licensed financial professional before acting on any information presented through the Services.

2. No Advisory or Fiduciary Relationship

Use of the Services, completion of the Scorecard, receipt of the report, attendance at the Workshop, or participation in a discovery call does not create an advisory, fiduciary, brokerage, agency, employment, accountant-client, attorney-client, or other professional relationship between you and TruWealth Advisors.

3. No Guarantee of Results

Any examples, ranges, benchmarks, testimonials, or outcomes referenced in the Services are illustrative only and are not a guarantee, projection, or forecast of future results. Your actual results will vary based on your specific business, tax, and personal circumstances.

4. Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding agreement to use the Services. The Services are intended for established business owners located in the United States.

5. Acceptable Use

You agree not to:

  • Submit false, misleading, or fraudulent information
  • Use the Services for any unlawful or unauthorized purpose
  • Copy, reproduce, distribute, publish, republish, or resell any portion of the Services, the Scorecard, the report, or other proprietary content without our prior written consent
  • Reverse engineer or attempt to derive the scoring methodology, weightings, or underlying algorithms used in the Scorecard
  • Interfere with the operation of the Services, attempt to gain unauthorized access, or otherwise abuse the Services

6. Intellectual Property

All content, branding, methodologies, and materials made available through the Services — including "The Wealth Creation Method," "The Wealthy Entrepreneur's Flywheel," "The Tax Reduction Code," "The Personal Wealth Engine," and the Wealth Creation Scorecard — are the property of TruWealth Advisors or its licensors and are protected by U.S. and international intellectual property laws.

7. Third-Party Services

The Services may reference or link to third-party websites or services (including Apella Wealth). We do not control and are not responsible for third-party content, products, or services. Any engagement you choose to have with Apella Wealth or any other third party is governed by that party's own agreements, disclosures, and privacy practices.

8. Disclaimers

THE SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT THE INFORMATION PROVIDED WILL BE ACCURATE OR COMPLETE.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRUWEALTH ADVISORS AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICES WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS ($100).

10. Indemnification

You agree to indemnify and hold harmless TruWealth Advisors and its affiliates from and against any claims, damages, liabilities, costs, or expenses (including reasonable attorneys' fees) arising out of your misuse of the Services or your violation of these Terms.

11. Governing Law

These Terms are governed by the laws of the State in which TruWealth Advisors maintains its principal place of business, without regard to conflict-of-laws principles. Any dispute arising under these Terms will be resolved exclusively in the state or federal courts located in that jurisdiction.

12. Changes

We may update these Terms at any time. The "Last updated" date above reflects the most recent revision. Continued use of the Services after changes are posted constitutes acceptance of the updated Terms.

13. Contact

Questions about these Terms may be directed to hello@truwealthadvisors.com.