Disclosures

Important information

Parallel Financial (dba Well Advised Wealth) is a member firm of The Fiduciary Alliance, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

Registration

The Fiduciary Alliance, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC).

Registration does not imply a certain level of skill or training.

Firm

The Fiduciary Alliance, LLC

CRD number

284924

SEC file number

801-108283

Documents and public records

Form CRS (Client Relationship Summary) summarizes the firm's services, fees and costs, conflicts of interest, standard of conduct, and disciplinary history.

Form ADV Part 2A, the firm brochure, describes the firm's services, fees, business practices, and conflicts of interest in more detail.

• Form CRS (Client Relationship Summary)
• Form ADV Part 2A brochure
• Investment Adviser Public Disclosure (IAPD)