· The Library
The public shelf.
Everything the firm puts on file — disclosures, policies, and sample documents — catalogued in one place. Read before you sign; that's what it's for.
i · Regulatory filings
ADV · 2A
Form ADV Part 2A
The firm brochure — services, fees, conflicts, and disciplinary history, as filed with the SEC.
PDF →
ADV · 2B
Form ADV Part 2B — McAlpin
Brochure supplement for Michael McAlpin, CFP® — background, qualifications, and supervision.
PDF →
ADV · 2B
Form ADV Part 2B — Fremont
Brochure supplement for Robert Fremont — background, qualifications, and supervision.
PDF →
ADV · 3
Form CRS
The client relationship summary — short enough to actually read before you sign anything.
PDF →
IAPD
SEC IAPD Listing
The firm’s public record on the SEC’s Investment Adviser Public Disclosure database. CRD #316908.
External →
ii · Firm policies
POL · 01
Privacy Notice
What we collect, what we never share, and the Reg S-P commitments behind both.
PDF →
POL · 02
Business Continuity
How the firm and your record survive an outage, a disaster, or a principal’s absence.
On request →
POL · 03
Full Fee Schedule
Every band, break-point, and billing term — the schedule your agreement references. Published in full on the Pricing page.
On request →
iii · Sample documents
SMP · 01
A Sample Folio
Eleven chapters for a hypothetical household — see exactly what your first binding would hold.
Sample →
SMP · 02
A Sample Ledger Quarter
One quarter of decisions on a hypothetical household, exactly as the record keeps them.
Sample →
SMP · 03
A Sample Statement Letter
The plainly-written quarterly letter — what happened, why, and who signed it.
Sample →
· Documents are provided on request while the site is in transition · samples are hypothetical households ·
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Read us before you meet us.
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