Coyote Wealth

Client Review Disclosure

Last Updated: March 2026

Coyote Wealth publishes client reviews of financial professionals listed on our platform. This disclosure explains how we collect, verify, and publish reviews — and what you should know before relying on them.

How Reviews Are Collected

Reviews on Coyote Wealth are submitted by individuals who claim to have worked with the listed professional as a paying client. To submit a review, users must authenticate via Google or LinkedIn to reduce the risk of anonymous or fraudulent submissions.

Verification Process

Coyote Wealth takes the following steps to maintain review integrity:

  • Identity verification: Reviewers must authenticate via a third-party OAuth provider (Google or LinkedIn)
  • Moderation: All reviews are reviewed by the Coyote Wealth team before publication
  • Conflict of interest disclosure: Reviewers are required to disclose any personal or professional relationship with the professional outside of the client relationship
  • Compensation disclosure: Reviewers are required to disclose whether they received any compensation, discount, or other incentive in exchange for their review

Reviews that appear to be fake, incentivized without disclosure, defamatory, or in violation of our policies may be removed.

For reviews relating to SEC‑registered or state‑registered investment advisers and their representatives, Coyote Wealth may indicate whether the reviewer is a current client, former client, or other individual where known, and whether any compensation or incentive was provided, consistent with applicable advertising and testimonial regulations.

What Reviews Reflect

Each review reflects the personal experience and opinion of the individual reviewer. Reviews do not represent an endorsement by Coyote Wealth of any professional or their services.

Coyote Wealth does not edit the substance of reviews. Minor formatting corrections (punctuation, spacing) may be applied.

Limitations

  • Coyote Wealth cannot guarantee the accuracy of any review
  • We cannot independently verify that a reviewer was actually a client of the professional
  • A positive review does not guarantee that a professional is appropriate for your specific needs
  • Reviews represent past experiences and may not reflect a professional's current quality of service
  • Reviews may not be representative of the experience of all clients and are not a guarantee of future investment performance or outcomes

Conflict of Interest

Some professionals on Coyote Wealth pay for featured placement or lead access. This paid arrangement does not influence the display, ranking, or content of client reviews. Paid professionals are subject to the same review standards as unpaid listings.

Reporting a Review

If you believe a review violates our policies, is fraudulent, or is inaccurate, please contact us at team@coyotewealth.com with the subject line "Review Report."

Contact

For questions about our review process: team@coyotewealth.com