Last updated: May 2026
Advisor Check ("the Service") is provided by NerdWallet Wealth Partners, LLC ("NWP"), an SEC-registered investment adviser. By submitting documents and using the Service, you agree to these terms.
Advisor Check provides an educational analysis of your advisor relationship based on documents you supply. Reports are generated by NerdAI (our analysis system) and, for qualifying households, reviewed and supplemented by a credentialed NWP advisor. The Service is designed to help you ask better questions of your existing advisor — it is not a substitute for personalized investment advice.
The report you receive is not investment advice tailored to your complete financial situation. It does not constitute a recommendation to buy, sell, or hold any security, or to terminate or retain any advisory relationship. Dollar amounts and projections in your report are estimates based on stated assumptions and information you provided — they are not guarantees of future results.
Your report is generated for your personal use. You may share it with your financial advisor or other advisers you consult. NWP retains rights to the report format and analysis methodology. You retain ownership of the documents you upload.
To the fullest extent permitted by law, NerdWallet Wealth Partners, LLC shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Service or reliance on report findings. Our aggregate liability shall not exceed the amount you paid for the Service (which, as of this writing, is $0).
These terms are governed by the laws of the State of California, without regard to conflict of law principles.
We may update these terms from time to time. Material changes will be communicated via the email address associated with your report.
Questions? Reach us at contact@advisorcheck.nerdwalletwealthpartners.com.