top of page

AGGIE PLANNERS — TERMS & CONDITIONS

Last Updated: 05/15/2026

1. Acceptance of Terms

By accessing or using the Aggie Planners website (“Site”), you agree to these Terms & Conditions (“Terms”). If you do not agree, do not use the Site.

 

2. About Aggie Planners

Aggie Planners is an alumni‑run platform that provides:

  • A membership directory of Texas A&M financial planning graduates

  • An advisor listing service

  • A job board summarizing publicly available job postings

  • A contact feature allowing Prospects to request communication from a specific advisor

Aggie Planners is not affiliated with Texas A&M University or any regulatory authority.

 

3. User‑Submitted and Publicly Sourced Information

Advisor profiles and job postings displayed on the Site may be:

  • Submitted directly by advisors

  • Provided by users

  • Copied or summarized from publicly available sources

Aggie Planners does not guarantee the accuracy, completeness, or reliability of any such information.

 

4. No Credential Verification

Aggie Planners does not verify:

  • Licenses

  • Registrations

  • Certifications

  • Designations

  • Employment history

  • Regulatory standing

Advisors are solely responsible for the accuracy of their information. Users must independently verify any advisor before engaging them.

 

5. No Endorsement

Listing an advisor, employer, or job posting does not constitute:

  • Endorsement

  • Recommendation

  • Validation

  • Approval

Aggie Planners does not guarantee advisor quality, job quality, or outcomes.

 

6. Job Board Content

Job postings may be:

  • Copied from publicly available sources

  • Summarized for convenience

  • Submitted by users

Aggie Planners does not:

  • Vet employers

  • Confirm job legitimacy

  • Guarantee compensation, accuracy, or availability

Users must independently verify all job information.

 

7. Contact Features

Messages submitted through the Site’s contact form are routed to the Aggie Planners board email and may be forwarded to advisors. Aggie Planners is not responsible for:

  • Delivery failures

  • Spam filtering

  • Advisor response times

  • Misuse of contact information

 

8. Prospect Contact Submissions

Prospective clients (“Prospects”) may submit their contact information through the Site to request communication from a specific advisor. By using this feature, Prospects acknowledge and agree that:

  • Aggie Planners does not review, screen, or evaluate the advisor selected by the Prospect.

  • Aggie Planners does not recommend, endorse, or match Prospects with advisors.

  • Aggie Planners’ role is strictly limited to forwarding the Prospect’s message to the advisor’s publicly provided contact information.

  • Aggie Planners does not guarantee that an advisor will respond, contact the Prospect, or accept them as a client.

  • Aggie Planners is not responsible for any communication, advice, services, or outcomes that occur after the Prospect’s information is forwarded.

  • Advisors are solely responsible for complying with all regulatory requirements related to client communication, solicitation, advertising, and recordkeeping.

Prospects agree that Aggie Planners shall have no liability for any damages arising from or related to the forwarding of contact information or subsequent interactions between Prospects and advisors.

 

9. Prohibited Conduct

Users may not:

  • Submit false or misleading information

  • Impersonate any person or entity

  • Scrape or harvest data

  • Use the Site for unlawful purposes

 

10. Intellectual Property

All content created by Aggie Planners (formatting, layout, descriptions, summaries) is owned by Aggie Planners. User‑submitted content remains the property of the user.

 

11. Right to Remove Content

Aggie Planners may edit, suspend, or remove any listing at its sole discretion.

 

12. Limitation of Liability

To the fullest extent permitted by law:

  • Aggie Planners is not liable for any damages arising from use of the Site.

  • Aggie Planners is not responsible for advisor misconduct, job posting inaccuracies, or financial losses.

  • Total liability is limited to the greater of fees paid or $100.

 

13. Indemnification

Users agree to indemnify and hold harmless Aggie Planners, its board, and volunteers from any claims arising out of:

  • User‑submitted content

  • Use of advisor services

  • Use of job postings

  • Prospect submissions

  • Violations of these Terms

 

14. Mandatory Arbitration

Any dispute arising from these Terms or use of the Site shall be resolved exclusively through binding arbitration in Williamson County, Texas.

 

15. Class‑Action Waiver

Users agree that disputes will be resolved only on an individual basis. No class actions, class arbitrations, or representative claims are permitted.

 

16. Governing Law

These Terms are governed by the laws of the State of Texas.

 

17. Changes to Terms

Aggie Planners may update these Terms at any time. Continued use of the Site constitutes acceptance of the updated Terms.

bottom of page