Privacy Policy

Last updated: September 22, 2026

1. Who We Are

Elevated Advisor is a service of Walker Thomas LLC. We generate and qualify appointments for independent financial advisors. This policy covers this website, the lead forms we run on Facebook and Instagram, our text message program, and email and phone calls with us. It applies wherever you reach us, including when you never visit theelevatedadvisor.com at all. If you are a retiree who spoke with one of our callers, the advisor you were introduced to is a separate business and handles your information under their own policy.

2. Information We Collect

We collect only what you give us and what your browser sends automatically.

• Information you provide: your name, business email, mobile number, and anything else you type into a form on this site or text to us.
• Information you submit through a Facebook or Instagram lead form: if you respond to one of our ads, Meta shows you a form inside the app and may pre-fill your name, email and phone number from your profile. When you press submit, that information is sent to us and placed in our CRM, and we begin contacting you about the service. We receive only the answers on the form. We do not receive your Facebook or Instagram password, your friends, or anything else from your profile.
• Your messages: the content of texts, emails and calls between you and us, including with the automated assistant described below. These are recorded and stored in our CRM.
• Information collected automatically: IP address, browser and device type, pages viewed, and referring URL.
• Advertising data: if you arrived from an ad, we receive the click identifier that tells us which ad you came from.

We do not ask for, and you should not send us, Social Security numbers, account numbers, or any client information belonging to your own customers.

3. How We Use Your Information

• To contact you about our appointment generation service.
• To run the demonstration you asked for, in which an automated assistant texts you as though you were one of the retirement leads we generate.
• To measure which ads and pages work, including sending a hashed, non-reversible version of your email or phone to advertising platforms so they can attribute a conversion.
• To meet our legal and record-keeping obligations, including keeping proof of consent.

We do not sell your personal information, and we do not rent or trade it.

4. Text Messaging (SMS) Privacy

If you text LEADS to (757) 832-1920, or tick the consent box on a form, you are opting in to receive text messages from us.

• Message frequency varies. Message and data rates may apply.
• Reply STOP at any time to opt out. Reply HELP for help.
• Consent is not a condition of purchase.
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as our messaging platform, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
• We keep a record of your opt-in, including the date, time, the number you texted from, and the exact message, because we are required to be able to prove consent.

5. How We Share Information

We share information only with:

• Service providers who run our CRM, messaging, automation, email, hosting and analytics under contract, and only to perform those services. Today those are GoHighLevel (our CRM and messaging platform), Zapier (which moves lead form submissions into that CRM), AppointWise (the automated assistant that texts you), Meta Platforms (which hosts the lead forms and measures ad performance), and our email, hosting and analytics vendors.
• Advertising platforms, and only as hashed identifiers used to measure ad performance.
• Legal authorities, when we are required by law.
• A successor entity, if the business is sold or merged.

We do not share your information with the financial advisors who buy our service. Advisor enquiries and retiree leads are kept separate.

5a. We Do Not Sell or Share Your Personal Information

We do not sell your personal information, and we do not share it for cross-context behavioural advertising, as those terms are defined under California law. We have not done so in the preceding twelve months. We do not sell or share the personal information of anyone under 16.

5b. Automated Messaging

Part of our service is run by an automated assistant, which reads and replies to your messages in order to answer questions and schedule a call. Those conversations are stored. A person can and does read them. No decision with a legal or similarly significant effect on you is made automatically. You can reach a human at any time by emailing Support@ElevatedAdvisor.com, and you can stop the messages by replying STOP.

6. Cookies and Analytics

We use cookies and similar technologies to remember your session and to measure traffic and ad performance. You can block cookies in your browser settings; parts of the site may stop working if you do.

7. How Long We Keep Information

We keep enquiry and consent records for as long as we have a business relationship with you and afterwards for as long as we are required to be able to evidence consent, which is at least four years. You can ask us to delete sooner, subject to those obligations.

8. How We Protect Information

Access is limited to people who need it, and our vendors are chosen for their security practices. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Your Choices and Rights

You can ask us what we hold about you, ask us to correct it, ask us to delete it, ask for a copy of it, and opt out of marketing at any time. Email Support@ElevatedAdvisor.com or call (720) 674-8921. We will not treat you differently for asking.

How we handle a request. We verify it by replying to the email address or phone number we already hold for you, and we answer within 45 days. If we need longer we will tell you why before that deadline. You may use an authorised agent, and we will ask them for written proof of your permission.

If we say no. You can appeal by replying to our decision or writing to Support@ElevatedAdvisor.com with the word APPEAL in the subject line. We will review it and tell you the outcome in writing, with our reasons. If you are in Virginia and you disagree with the outcome, you may contact the Virginia Attorney General. Residents of other states may contact their own Attorney General.

10. Children’s Privacy

This site is for licensed financial professionals. It is not directed at anyone under 18 and we do not knowingly collect information from children.

11. Links to Other Websites

This site links to sites we do not control. Their policies apply once you leave.

12. Changes to This Policy

We will update the date at the top when this policy changes. Material changes will be posted here before they take effect.

13. Contact Us

Walker Thomas LLC, d/b/a Elevated Advisor
700 Raleigh Ave Unit H, Norfolk, VA 23507
Support@ElevatedAdvisor.com
(720) 674-8921