Common Contracts

Client Advisory Agreement

Client Advisory Agreement • June 27th, 2021 • Indiana

• Contract Type
  Client Advisory Agreement
• Filed
  June 27th, 2021
• Jurisdiction
  Indiana

THIS AGREEMENT between Wayfinder Financial LLC ("Adviser" or “WF”) and the Client, is in effect from the time Adviser receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Adviser to provide Financial Planning and Investment Advisory services to the client.