Privacy Policy
Last updated: August 2, 2026
Who We Are
This website is operated by OneSource Wealth Advisors. Our website address is:
https://onesourcewealthadvisors.net
Information We Collect
We may collect personal information that you voluntarily provide through our website, including your:
- Name
- Email address
- Telephone or mobile number
- Mailing address
- Appointment preferences
- Questions, comments, or other information submitted through our forms
We may also automatically collect certain technical information, such as your IP address, browser type, device information, pages visited, and referring website.
Contact Form SMS Consent
Place this directly below the phone-number field:Privacy Policy
Last updated: August 2, 2026
Who We Are
This website is operated by OneSource Wealth Advisors. Our website address is:
https://onesourcewealthadvisors.net
Information We Collect
We may collect personal information that you voluntarily provide through our website, including your:
-
Name
-
Email address
-
Telephone or mobile number
-
Mailing address
-
Appointment preferences
-
Questions, comments, or other information submitted through our forms
We may also automatically collect certain technical information, such as your IP address, browser type, device information, pages visited, and referring website.
Contact Forms and Appointment Requests
When you submit a contact form, request information, or schedule an appointment, we use the information you provide to respond to your inquiry, coordinate an appointment, provide requested information, and communicate with you about our services.
Submitting a contact form does not establish an advisory or client relationship.
Text Messaging and SMS Communications
If you voluntarily provide your mobile telephone number and affirmatively consent to receive text messages, OneSource Wealth Advisors may send you text messages concerning your inquiry, appointments, requested services, account-related communications, or other matters covered by your consent.
Message frequency may vary. Message and data rates may apply depending on your wireless carrier and service plan.
You may opt out of text messages at any time by replying STOP. You may reply HELP for assistance. You may also withdraw your consent by contacting us through the information provided on this website.
Consent to receive text messages is not a condition of purchasing any products or services.
We do not sell, rent, or share your mobile telephone number or SMS consent information with third parties or affiliates for their own marketing or promotional purposes. We may share information with service providers that help us deliver text messages, but only as necessary to provide those services on our behalf.
Wireless carriers are not responsible for delayed or undelivered messages.
The FCC permits consumers to revoke consent through reasonable means, including replying “STOP” to a text message. FCC guidance
Comments
If comments are enabled and visitors leave comments on the website, we collect the information shown in the comments form, along with the visitor’s IP address and browser user-agent information, to assist with spam detection.
An anonymized string created from an email address, sometimes called a hash, may be provided to the Gravatar service to determine whether the visitor uses that service. The Gravatar privacy policy is available at Automattic’s Privacy Policy.
After a comment is approved, the commenter’s profile picture may be visible to the public in connection with the comment.
Media
If you upload images to the website, you should avoid uploading images containing embedded location information, including EXIF GPS data. Website visitors may be able to download images and extract location information from them.
Cookies
Our website may use cookies and similar technologies to support website functionality, remember preferences, analyze website activity, and improve the user experience.
If you leave a comment, you may choose to save your name, email address, and website in cookies for your convenience. These cookies may remain for one year.
If the website includes a login page, a temporary cookie may be used to determine whether your browser accepts cookies. This cookie contains no personal information and is deleted when you close your browser.
When registered users log in, cookies may be used to save login information and display preferences. Login cookies typically remain for two days, while display-option cookies may remain for one year. Selecting “Remember Me” may keep the user logged in for two weeks. Login cookies are removed when the user logs out.
If you edit or publish an article, an additional cookie may be stored in your browser. This cookie contains no personal information and identifies only the article that was edited. It expires after one day.
Embedded Content From Other Websites
Pages and articles on this website may include embedded content, such as videos, images, maps, forms, or articles.
Embedded content from another website behaves in substantially the same manner as if you visited that website directly. Those third-party websites may collect information about you, use cookies, employ additional tracking technologies, and monitor your interaction with their content.
How We Use Your Information
We may use the information we collect to:
-
Respond to inquiries and appointment requests
-
Provide requested information
-
Communicate by telephone, email, or text message when authorized
-
Operate, maintain, and improve the website
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Protect against fraudulent, abusive, or unlawful activity
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Comply with legal, regulatory, and recordkeeping obligations
Who We Share Your Information With
We may share information with service providers that assist us with website hosting, appointment scheduling, email, text messaging, analytics, security, and other business operations.
These providers may access information only as reasonably necessary to perform services on our behalf.
We may also disclose information when required by law, regulation, legal process, or governmental request, or when necessary to protect our rights, clients, users, or the public.
We do not sell personal information. We do not share mobile telephone numbers or SMS consent information with third parties for their own marketing purposes.
If you request a password reset, your IP address may be included in the reset email.
How Long We Retain Your Information
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy and to satisfy applicable legal, regulatory, compliance, security, and recordkeeping requirements.
If comments are enabled, comments and their associated metadata may be retained indefinitely so that follow-up comments can be recognized and approved automatically.
For registered users, if any, we store the personal information contained in their user profiles. Users may generally view, edit, or delete their personal information, except that usernames may not be changed. Website administrators may also view and edit this information.
Your Privacy Rights
Depending on where you reside and applicable law, you may have the right to request access to, correction of, or deletion of personal information we maintain about you.
Certain information may be retained when required for administrative, legal, regulatory, compliance, security, or recordkeeping purposes.
Where Your Information Is Sent
Visitor comments and form submissions may be reviewed through automated spam-detection and website-security services. Information may also be processed by service providers supporting our website, communications, scheduling, and business operations.
Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with a revised “Last updated” date.
Contact Us
For questions about this Privacy Policy or our privacy practices, contact:
OneSource Wealth Advisors
601 21st Street, Suite 300
Vero Beach, FL 32960
Blake M. Campbell, Sr.
Voice: 866-895-1222
Constantine Burlos
Voice: 864-813-9868
One important detail: only label either phone number as “Text” if that number is actually configured to receive and process SMS messages. Also, “Terms and Conditions” in the checkbox should link to a page containing the SMS program terms. This is practical compliance language, but the final version should be reviewed by the firm’s compliance officer or attorney.
