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Terms of Service

Effective: pending review

The full Terms of Service — including the Investment Advisory Agreement for Grounded Wealth Management LLC clients, the account-opening terms for Unit-issued bank accounts, and the brokerage agreements for our investment partners — are being finalised with counsel and will be posted here before public launch.

Until then, the relationship between you and Grounded is governed by:

  • The terms shown in-product when you open a Grounded Checking account (issued by our partner bank, member FDIC).
  • The Form ADV brochure delivered before any advisory relationship begins.
  • The brokerage account agreement displayed in the investment account opening flow.

Questions about any of the above? Reach us at legal@grounded.money.