Disclaimer

Wealth Mode Financial Planning, LLC ("Wealth Mode") is a registered investment adviser offering advisory services in the State of Utah and in other jurisdictions where exempted.

The Association for Financial Counseling and Planning Education® (AFCPE®) owns the certification marks AFC® (Accredited Financial Counselor), which it awards to individuals who successfully complete AFCPE's initial and ongoing certification requirements. Justin Chidester is AFC® certified.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Justin Chidester has passed the CFP® exam and is working towards obtaining CFP® certification.


Website Content

All written content on this site is provided "AS IS" and is for information purposes only, without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Wealth Mode Financial Planning, LLC ( "Wealth Mode") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.

Wealth Mode does not warrant that the information will be free from error. Opinions expressed herein are solely those of Wealth Mode, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.

None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Under no circumstances shall Wealth Mode be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Wealth Mode or a Wealth Mode authorized representative has been advised of the possibility of such damages. In no event shall Wealth Mode Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. 

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.


Registration Information

Wealth Mode Financial Planning, LLC (“Wealth Mode”) is a registered investment adviser offering advisory services in the State of Utah and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Wealth Mode in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.