Privacy policy

Fennimore & Platt Wealth Planning, LLC, 2626 Glenwood Avenue, Suite 340, Raleigh, NC 27608, is responsible for the personal information you send us. We use what you write in the contact form, your name, email, telephone number and a short note about your situation, for one purpose: to answer you and, if you become a client, to give the advice you engage us for. Inquiries that do not become clients are deleted after six months; client records are kept for at least five years after the relationship ends, as SEC recordkeeping rules require. We do not sell personal information and we do not share it with anyone for their marketing. As a registered investment adviser we protect nonpublic personal information under Regulation S-P, and we give clients our privacy notice when the relationship begins and whenever it changes. You may ask us for a copy of your data, for correction or for deletion where the law allows, and you may contact the North Carolina Department of Justice, Consumer Protection Division, 9001 Mail Service Center, Raleigh, NC 27699.