// free tool

Finance creator
disclaimer generator.

Answer 4 questions. Get a compliance-ready disclaimer you can paste into your bio, newsletter, or video description. Free, instant, no account needed.

This is a starting point, not legal advice. Consult a qualified attorney for your specific situation.

Are you a registered investment adviser (RIA) or affiliated with a registered broker-dealer?

Yes — I am an RIA or affiliated with one

You have an ADV Part 2 or similar disclosure document on file.

No — I am not registered with the SEC or FINRA

Most finance content creators fall into this category.

Does your content discuss specific securities, tickers, ETFs, or price targets?

Yes — I name specific securities regularly

Sometimes — I occasionally reference specific names as examples

No — I stick to general concepts and strategies

Do you discuss past performance, portfolio returns, or trade results?

Yes — I share my returns, P&L, or portfolio performance

Strongly recommend including past performance disclaimer.

No — I do not share personal performance data

Do you share affiliate links to financial products or services?

Yes — I have affiliate links to brokerages, tools, or services

Required by FTC guidelines. Must be disclosed near each link.

No — I do not have affiliate arrangements

Answer all 4 questions to generate your disclaimer.

Finance creatordisclaimer generator.

Are you a registered investment adviser (RIA) or affiliated with a registered broker-dealer?

Does your content discuss specific securities, tickers, ETFs, or price targets?

Do you discuss past performance, portfolio returns, or trade results?

Do you share affiliate links to financial products or services?

Finance creator
disclaimer generator.