Terms of Use

Kenobi Wealth LLC – Terms of Use
Effective Date: April 15, 2025

Kenobi Wealth LLC (“Kenobi Wealth,” “we,” or “us”) is a Registered Investment Advisor (RIA) in the State of Texas. By using our website, https://kenobiwealth.com, and its associated domains, mobile applications, social media channels, and online tools (collectively, “Website”), you agree to these Terms of Use (“Agreement”) and acknowledge our Privacy Policy. Please review all documents carefully before using the Website. Your continued use constitutes acceptance of these terms.

1. Mission

At Kenobi Wealth, our mission is to help growth-minded families and entrepreneurs build wealth, fund dreams, and live financially free. We combine a values-based advisory approach with modern, flat-fee planning. We are proudly transparent, family-first, and freedom-focused.

2. Services

Non-Client User Services
Website access and resources provided to the public are for educational and informational purposes only. They do not constitute investment, legal, or tax advice. You are solely responsible for your decisions.

Client User Services
Kenobi Wealth provides services to Clients who have signed a Wealth Management or Financial Planning Agreement. These may include:

  • Personalized financial planning

  • Flat-fee investment advisory

  • Tax-smart portfolio strategies

  • Estate and insurance planning coordination

  • Access to third-party tools (account aggregation, document storage, client portal, etc.)

We may rely on third-party providers or vendors to deliver certain services or platform functions, subject to due diligence and oversight.

3. User Eligibility

You must be at least 18 years old to use our Website. By accessing the Website, you confirm all information provided is true and accurate.

4. Account Access & User Consent

Access to secure areas may require registration. You agree to:

  • Keep credentials secure

  • Notify us of any unauthorized use

  • Exit your session after use on shared devices

You consent to receive communications electronically and agree to the terms of our Privacy Policy.

5. Mobile Devices & Biometric Access

You may receive push notifications or use biometric login features. These are optional. By enabling them, you accept the relevant platform’s privacy terms.

6. Consent to Share or Transfer Data

We may share your information with service providers under confidentiality agreements. If Kenobi Wealth undergoes a merger, acquisition, or asset transfer, your information may be transferred in compliance with applicable laws.

7. User Contributions

Interactive elements on the Website or social media may allow user-generated content (“User Contributions”). All submissions must follow our content standards and may be monitored, removed, or restricted.

8. Content Standards

You agree not to post:

  • Inaccurate or unlawful content

  • Personal or sensitive information about others

  • Profane, offensive, or misleading material

Kenobi Wealth reserves the right to delete or block content without notice.

9. Intellectual Property & Trademarks

All content, branding, software, and design is the property of Kenobi Wealth LLC or licensed partners. You may not reproduce, modify, or distribute materials without express permission.

10. Authors, Bloggers & Third-Party Views

Opinions expressed by guest authors or users are their own and do not reflect official guidance from Kenobi Wealth.

11. Advertisers & External Links

We may include third-party advertisements or links. We are not responsible for their content, accuracy, or practices. You engage with these links at your own risk.

12. Privacy & Cookie Policy

Your privacy is important to us. Please review our Privacy Policy. We use cookies and analytics to improve user experience. Disabling cookies may limit some site functionality.

13. Online Payments

Any billing or subscription payments are governed by your signed client agreement. We may use third-party payment processors who are responsible for securing your financial information.

14. Termination

Kenobi Wealth may suspend or terminate your access at our sole discretion. You may request account termination by contacting us at [email protected].

15. Limitation of Liability – Non-Client Users

If you use the Website without becoming a client, you agree that all use is at your own risk. We are not responsible for your investment decisions or for reliance on content.

16. Limitation of Liability – Client Users

Clients understand that all investments carry risk and no performance is guaranteed. Kenobi Wealth and its representatives are not liable for losses unless caused by gross negligence or willful misconduct.

17. No Waiver

Failure to enforce any term does not waive future enforcement.

18. Disclaimer of Warranty

Website use is at your own risk. We do not guarantee uninterrupted service, content accuracy, or that the Website is virus-free. All content is provided “as is.”

19. Governing Law

This Agreement is governed by the laws of the State of Texas.

20. Forum Selection

All disputes shall be resolved in the courts of Travis County, Texas, unless otherwise agreed in writing.

21. Arbitration & Class Action Waiver

If applicable under your client agreement, disputes shall be settled by binding arbitration. You waive any right to class action or representative claims.

22. Notice to Kenobi Wealth

Kenobi Wealth LLC
📍 800 Embassy Drive, Suite 609, Austin, TX 78702
📧 [email protected]
📞 732.501.0586

23. Accessibility Statement

We aim to make our website accessible to all. If you need help accessing content, email us at [email protected] with the subject “Accessibility Support.”

24. Financial Regulatory Disclosure

Kenobi Wealth LLC is a Registered Investment Advisor (RIA) with the Texas State Securities Board. Registration does not imply a certain level of skill or training. Our advisory services are offered through written client agreements only.

Kenobi Wealth – Build Wealth | Fund Dreams | Live Financially Free