Privacy Policy

Effective Date: September 18, 2026

Last Updated: September 18, 2026
 

Accredited Ella, LLC (doing business as Accredited Ella) (“AE,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit www.AccreditedElla.com, purchase products or services, opt in to receive text messages, or participate in our wealth education and advisor integration offerings. AE operates exclusively within the United States.
 

1. Educational, Integration, & Resource Guidance Disclaimers
 

AE provides wealth education, financial literacy instruction, personal finance technology and resource guidance, advisor integration and related services. AE, its owners, and its employees do not provide legal, financial, tax, insurance, or investment advice through AE, nor does AE act as a Registered Investment Advisor (RIA), broker-dealer, insurance broker, or law firm. Interacting with our website or offerings does not create an attorney-client relationship, fiduciary duty, or financial advisory relationship.
 

2. Information We Collect
 

We collect personal information that you voluntarily provide to us, as well as data automatically generated through site interactions:
 

• Identifiers & Contact Details: Name, email address, physical address, shipping address, and mobile phone number.

• Financial Profiles: Information regarding income, assets, debts, financial goals, and account structure details disclosed during intake, workshops, consultations and/or other such service delivery.

• Transaction & Purchase Data: Details regarding products, memberships, subscriptions, merchandise, add-ons, or services purchased on or off our website.

• SMS Opt-In Data: Phone number, name, and consent records to receive SMS messages.

• Payment Data: Payment card details or bank account information processed through secure, PCI-compliant third-party payment processors. AE does not store full payment card numbers or bank credentials on its servers.

• Technical & Analytics Data: Technical data collected via web analytics (IP addresses, browser types, device characteristics, operating systems, and page interaction data).

3. How We Use Your Information
 

We process your personal information to:
 

• Operate our business and deliver wealth education, advisor integration services. workshops, programs, digital products, physical merchandise, personal finance technology and resource guidance, and related products and services.
   

• Facilitate authorized introductions to third-party professional advisors upon your explicit written request.
   

• Process billing transactions, fulfill merchandise orders, manage invoices, and maintain recurring payment authorizations across website sales and external checkout portals.
   

• Send administrative updates, customer service texts, and opted-in marketing SMS messages.

​

• Comply with legal, regulatory, tax, and accounting obligations.
   

4. Express Consent Sharing & Post-Transfer Disclaimer
 

• Third-Party Advisor Integration: AE will pass your contact details, financial goals, income, assets, debt profiles and related information to third-party professionals (including RIAs, financial planners, brokers, attorneys, insurance brokers, bookkeepers, tax strategists, and CPAs) solely upon your express written election and authorization.
   

• Post-Transfer Responsibility: Once your information is transmitted to a third-party professional pursuant to your request, that third party’s privacy policy, professional standards, and terms govern their retention and processing of your data. AE assumes no liability for third-party data practices.

 

• Strict Mobile Data Protection: Customer data is not shared with third parties for promotional or marketing purposes. Any information-sharing practices mentioned elsewhere in this Privacy Policy explicitly exclude mobile opt-in data and SMS consent.

5. SMS Messaging Program Terms & Conditions
 

By opting in to receive SMS messages from Accredited Ella, you agree to the following terms:
 

• Program Description: Our messaging program consists of general customer care informational messaging to answer questions and provide support, as well as marketing messages promoting our products, services, and/or special offers. Messages are sent from (470) 380-7446 or designated company lines.

 

• Cancellation & Opt-Out: You can cancel the SMS service at any time by texting STOP to the phone number from which you received messages. Upon sending STOP, we will send a single confirmation SMS confirming you have been unsubscribed. Thereafter, you will receive no further text messages unless you re-subscribe.

​

• Customer Support: If you experience issues, reply HELP for assistance, or contact us directly at hello@accreditedella.com.
   

• Carrier Disclaimer: AE and wireless carriers are not liable for delayed or undelivered messages.

​

• Rates & Frequency: Message and data rates may apply for any messages sent to or from us. Message frequency varies based on communication needs. Contact your wireless provider for plan details.

6. Artificial Intelligence & Enterprise Tools
 

AE may utilize enterprise technology tools, including artificial intelligence (AI) platforms, to transcribe, summarize, and analyze client discussions or documentation to support service delivery. All enterprise AI tools operate under contractual terms prohibiting the provider from using client data to train public or proprietary AI models.
 

7. Security Safeguards & Incident Response
 

AE maintains administrative, physical, and technical safeguards, including encryption in transit and at rest, to protect personal information. In the event of a confirmed security incident impacting your personal data, AE will notify you in writing without unreasonable delay and no later than seventy-two (72) hours post-confirmation.
 

8. Data Rights & Retention
 

• Access & Deletion: You may request access to, or deletion of, your personal records by emailing hello@accreditedella.com. AE will respond within thirty (30) days. AE may retain specific data where reasonably necessary to satisfy legal, tax, or regulatory obligations.
   

• De-Identified Data: AE reserves the right to anonymize materials to create aggregated datasets. AE retains sole ownership over de-identified datasets, operational benchmarks, and methodologies, which are not subject to consumer deletion requests.
   

9. Policy Updates & Contact Information
 

AE reserves the right to update this Privacy Policy at any time. Changes become effective upon posting to www.AccreditedElla.com. Continued use of our offerings constitutes acceptance.
 

Accredited Ella, LLC

279 W Crogan St., Lawrenceville, GA 30046

hello@accreditedella.com

Email: hello@accreditedella.com