Planner Lens is a browser extension that queries publicly available data from FINRA BrokerCheck.


Planner Lens does not collect, store, or transmit any personal data. Specifically:

• No user accounts or sign-ins
• No analytics or tracking
• No cookies
• No data sent to any server operated by this extension's developer
• No browsing history recorded

When you visit a financial planner's profile on LetsMakeAPlan.org, the extension makes a single API request to FINRA's public BrokerCheck service (api.brokercheck.finra.org) to retrieve disclosure information for the planner shown on that page. This request contains only the planner's CRD number (already present on the page you are viewing). No information about you is included in this request.

• Host permission for api.brokercheck.finra.org: Required to query FINRA's public BrokerCheck API.
• Content script on letsmakeaplan.org profile pages: Required to read the planner's CRD number from the page and display disclosure information.

No other permissions are requested.


The only third-party service contacted is FINRA BrokerCheck (brokercheck.finra.org), a free public tool operated by the Financial Industry Regulatory Authority. FINRA's own privacy policy governs their handling of API requests: https://www.finra.org/privacy-policy


If this privacy policy changes, the updated version will be posted at https://github.com/donisewell/planner-lens/blob/main/PRIVACY.md.


Questions about this privacy policy can be directed to the project's GitHub Issues page: https://github.com/donisewell/planner-lens/issues

Last updated: August 16, 2026