Privacy Policy

Effective Date: September 2025
Advisor AI Partners LLC
[email protected] | (904) 322-7233


1. Overview

Advisor AI Partners LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information, including through SMS and other electronic communications, when you interact with our services, website, or contact us directly.

By using our services, subscribing to SMS updates, or interacting with us, you agree to the terms outlined in this Privacy Policy.


2. Information We Collect

We may collect the following information:

Personal Information

Name, email address, phone number, business name, title, etc.

Information provided via web forms, contact submissions, and chatbots.

SMS Communications

Mobile number and message content (where applicable).

Consent timestamp for opt-in to SMS messages.

Usage Information

IP address, browser type, pages visited, time on site.

Analytics and session data to improve website and campaign performance.


3. How We Use Your Information

We use your information to:

Send promotional and service-related SMS or email messages.

Respond to your inquiries or support requests.

Deliver requested content such as eBooks, videos, or newsletters.

Improve our website, products, and services.

Meet legal and regulatory compliance requirements.


4. SMS Messaging and Consent

By providing your phone number and explicitly opting in, you consent to receive text messages from Advisor AI Partners. These may include:

Appointment reminders

Service updates or onboarding notifications

Promotions and marketing campaigns

Compliance-related or security alerts

Message & data rates may apply. Message frequency varies.

You may opt out at any time by replying STOP. For assistance, reply HELP or contact us at [email protected].


5. How We Share Information

We do not sell, rent, or share your personal information with third parties for their direct marketing purposes. We may share your data only:

With third-party service providers (CRM, SMS platforms, analytics tools).

To comply with laws, legal requests, or enforce our Terms.

In the event of a merger, acquisition, or restructuring.

All third-party providers are required to keep your information secure and confidential.


6. Data Security

We maintain administrative, technical, and physical safeguards to protect your personal information. These include encrypted data transmission, access controls, and secure storage practices.

Despite these measures, no method of transmission over the internet or via SMS is 100% secure.


7. Data Retention

We retain personal data only for as long as necessary:

To fulfill the purpose for which it was collected.

To comply with legal obligations.

To honor unsubscribe or opt-out requests.


8. Your Privacy Choices

You may:

Opt out of marketing emails by clicking “Unsubscribe” in any email.

Reply STOP to any text message to opt out of SMS.

Contact us at [email protected] to request access or deletion of your personal data.


9. Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect or solicit personal information from children.


10. Updates to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised “Effective Date.”

We encourage you to review this Privacy Policy periodically for any updates.


11. Contact Us

For any questions, comments, or concerns about this Privacy Policy or your data:

Advisor AI Partners LLC
📧 [email protected]
📞 (904) 322-7233