Advisor CRM Check

Terms and refunds

Last updated October 6, 2026.

Who you are dealing with

This site is run by NPK Capital LLC, a Texas LLC, PO Box 1734, Georgetown, TX 78627. Email nick@getadvisorcrmcheck.com.

Using the site

You can read these pages and share them. The words, the sample snapshot and the design belong to NPK Capital LLC. Please do not copy them into your own product or pass them off as yours.

The paid work

The CRM snapshot is done under a separate one page agreement that both sides sign before I log in. If that agreement and this page ever disagree, the agreement controls.

Price and payment

The snapshot costs $299 flat. You pay by card link after the snapshot is delivered. Any other work is quoted in writing before it starts.

Refunds

If you paid and the snapshot was not what the agreement describes, email nick@getadvisorcrmcheck.com within 30 days of delivery and I refund the $299 to the card you paid with. Refunds are sent within 10 days of your email.

Not advice

Nothing on this site or in a snapshot is investment, legal or compliance advice. NPK Capital LLC is not an investment adviser. Your firm stays responsible for its own compliance program.

The sample

The sample snapshot describes a made-up firm with invented numbers. It shows the format. It does not describe any real firm or promise any result.

No warranty, and a limit

The site is provided as it is, with no warranty. To the extent the law allows, NPK Capital LLC's liability for your use of this site is limited to $100. Liability for paid work is set by the signed agreement.

Redtail

I worked on the support team at Redtail Technology. This service is not affiliated with or endorsed by Redtail Technology. Redtail is a trademark of its owner.

Law and changes

Texas law governs these terms. If they change, the date at the top changes with them.