MTB Advisors Austin

Refund and Cancellation Policy

Last updated: October 31, 2026

This policy applies to all services of MTB Advisors Austin LLC. It forms part of our Terms of Service.

Initial consultation

  • Cancelling or rescheduling. You can cancel or move a booked consultation by telling us before it starts. If you cancel, we refund the fee in full.
  • Satisfaction in the first 15 minutes. If you are not satisfied within the first 15 minutes, you can end the consultation and receive the full fee back. After the first 15 minutes, the fee is binding.
  • If we decline. If we decline your matter before the consultation, for example because our client checks cannot be completed, we refund the fee in full.

Engagements

  • Ending an engagement. You can end an engagement at any time by writing to us. You pay for the time recorded up to the day we receive your message. Any amount paid in advance for work not yet performed is refunded.
  • If we decline or end an engagement. We refund any amount paid in advance for work not yet performed.
  • Work already performed. Time recorded under an accepted scope is billed at the agreed rates and is not refunded. On request, we send you the timesheets.
  • Third-party costs. Government fees and other third-party costs we have already paid on your behalf cannot be recovered and are not refunded. Fees of independent attorneys and CPAs are governed by their own engagement terms.
  • No automatic renewals. Nothing renews automatically and we never charge a card without your instruction.

How to request a refund or cancel

Email info@mtbadvisorsaustin.com, call +1 512 647 1128, use the form on our Contact page, or write to MTB Advisors Austin LLC, 8000 Centre Park Drive, Suite 130, Austin, TX 78754, USA. Please include your name and your invoice or reference number.

We confirm every request in writing. Approved refunds are paid to the original payment method, card refunds through Stripe, no later than 30 days after we confirm the refund. Your bank or card issuer may take a few more days to show it.

Questions

If anything about a charge is unclear, contact us before you contact your card issuer. We will explain the charge and, where this policy provides for it, refund it.