Client Agreement (summary)
Last updated October 28, 2026
Parties
This agreement is between you and the registered investment adviser named at checkout (the "Adviser"). TastyStocks LLC markets the service and operates this website.
Services
The Adviser reviews the information you provide and delivers a one-on-one call and a written allocation or rebalance plan for the accounts you choose. The Adviser does not manage your accounts, has no discretion over them, never takes custody of funds or securities, and never needs your login.
Your information
Advice is based on what you tell us. Tell us promptly if your situation, goals or holdings change. Recommendations may not suit you if your information is incomplete.
Fees
A flat fee per call or per year as shown at checkout. No fees are based on your assets and no commissions are received. Refunds follow the Refund & Cancellation Policy.
Disclosures
You will receive the Adviser's Form ADV Part 2A (and 2B for the person advising you) before or at the time you sign. If you did not receive them at least 48 hours before signing, you may cancel within 5 business days for a full refund.
Risks
All investing involves risk, including loss of principal. Recommended entry, stop and exit levels are not guarantees; markets can gap past them. You decide whether and when to act.
Term
One-time engagements end when the plan is delivered. Annual engagements last 12 months and renew unless cancelled. Either party may end the agreement at any time with written notice; prepaid, unearned fees are refunded pro rata.
Status
This is a summary for preview. The full agreement is presented and accepted at checkout once paid reviews open.