FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • February 17th, 2021
This AGREEMENT is entered into between Presper Financial Architects, LLC (“Advisor” or “we” or “us”) and (“Client” or “you”). This Agreement is intended to outline the responsibilities of the parties with regard to the financial planning services to be provided by Advisor.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • February 28th, 2023
This Financial Planning Agreement (“Agreement”) specifies the terms and conditions between New Capital Management LP (“Advisor”), a Texas limited partnership with offices at 3355 West Alabama Street, Suite
ALENA Wealth LLC Financial Planning AgreementFinancial Planning Agreement • October 1st, 2020 • Massachusetts
This Financial Planning Agreement (“Agreement”) is entered into by and between ALENA Wealth LLC (“Adviser”), a registered investment adviser and [select one: Marioleni “Lena” Mandelis or Alan A. Ioffredo], Investment Adviser Representative (“Representative”) and _________________________________ (“Client”), whereby Client desires to receive financial planning services as outlined below.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • August 7th, 2018 • Missouri
This Agreement (hereinafter referred to as the Agreement) is made and entered into by and between RBF Wealth Advisors (hereinafter referred to as the Advisor), and CLIENT (Enter Name Here), (hereinafter referred to as the Client). Client retains Advisor to provide the services described in this Agreement.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • January 22nd, 2020
The undersigned (“Client”), being duly authorized, has established a Relationship referred to above (the “Relationship”), and hereby agrees to engage Inspire Advisors, LLC (“INSPIRE”) on the following terms and conditions.
Financial Planning Agreement Effective Date: 1st October, 2020Financial Planning Agreement • April 3rd, 2021 • Delaware
This Financial Planning Agreement “Agreement”) is entered into by and between Hemista Inc. (“Adviser”), a registered investment adviser, and you (hereinafter referred to as “Client”).
Next Gen Wealth, LLC FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • September 15th, 2017
The undersigned (“Client”), being duly authorized, has established a Relationship referred to above (the “Relationship”), and hereby agrees to engage NextGen Wealth, LLC (“ NWL”) on the following terms and conditions.
Financial Planning AgreementFinancial Planning Agreement • May 7th, 2013
This Financial Planning Agreement, dated as of , 20 between Elderado Financial, Inc., a Colorado corporation ("EFI"), and (the "Client") with residence or place of business at
Financial Planning AgreementFinancial Planning Agreement • April 1st, 2019 • Kansas
(“CP”), and (“Client”) for the purpose of Client retaining CP to provide financial planning services to Client on the following terms:
AlphaStar Capital Management, LLC Financial Planning AgreementFinancial Planning Agreement • January 10th, 2019 • North Carolina
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • November 16th, 2017
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • June 13th, 2023
The Investor(s) desires to utilize the services of the Advisor in analyzing and assessing the Investor’s current financial status. Services provided may include:
Financial Planning AgreementFinancial Planning Agreement • June 8th, 2021 • Rhode Island
THIS AGREEMENT between Achieve Financial Solutions, LLC ("Advisor") and the Client, is in effect from the time Advisor receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Advisor to provide financial planning services to the client.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • September 24th, 2020 • Tennessee
THIS FINANCIAL PLANNING AGREEMENT (this “Agreement”) is made by and between the undersigned (the “Client”) and Values First Advisors, Inc. (the “Adviser”). The Client hereby retains the Adviser and the Adviser hereby agrees to prepare a financial plan (the “Financial Plan”) for the Client under the following terms and conditions:
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • August 11th, 2016 • Colorado
This Agreement (“Agreement”) is entered into between Prosperion Planning (“Advisor”), a registered investment advisor doing business as Prosperion Financial Advisors and (“Client(s)”): _ _. Client agrees to engage Advisor, to provide these services under the terms and conditions provided below.
Financial Planning AgreementFinancial Planning Agreement • November 15th, 2020 • Texas
THIS AGREEMENT between Fiduciary Financial Planning Group LLC d/b/a Real Estate Wealth Planning ("Planner") and the Client, is in effect from the time Planner receives and accepts a copy of this Agreement executed by the Client. By signing this Agreement, the Client acknowledges engaging the Planner to provide financial planning services to the client.
BLK Financial Advisors, LLC Financial Planning AgreementFinancial Planning Agreement • September 25th, 2020 • Arizona
This financial planning agreement is made this _____day of __________, 201__, between BLK Financial Advisors, LLC, an Arizona limited liability company (BLK) and _______________________ (the client). BLK is registered with the State of Arizona and client wants to retain us to act as your financial planner in accordance with the terms and conditions of this agreement.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • February 3rd, 2022
The undersigned (“Client”), being duly authorized, has established a Relationship (the “Relationship”), and hereby agrees to engage EDGON Advisory LLC (“EDGON”) on the following terms and conditions.
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • April 9th, 2021 • Maryland
THIS AGREEMENT is made by and between Schaeffer Financial, LLC, a Maryland Limited Liability Company (“Advisor”), whose mailing and business address is 4612 Great Oak Road, Rockville, MD 20853 and the client (“Client”) whose name and address is listed below.
AVID Advisory and Investment Group LLC Financial Planning AgreementFinancial Planning Agreement • February 6th, 2019
, 20 (the "Effective Date"), by and between AVID Advisory and Investment Group ("Adviser"), a registered investment adviser, and ("Client").
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • December 17th, 2020 • Virginia
This agreement sets forth the terms and conditions of the Financial Planning Services, outlines the responsibilities of the parties and defines the relationship of J.B. Bryan Financial and the Client. The Client hereby appoints the Adviser Advisors to provide personal financial planning services, as described below.
Financial Planning AgreementFinancial Planning Agreement • April 17th, 2015 • Utah
AGREEMENT, made between the undersigns party, (hereinafter referred to as the “You”), and TownSquare Capital, LLC, a registered investment adviser, (hereinafter referred to as “Us/We”).
Financial Planning AgreementFinancial Planning Agreement • November 20th, 2014 • California
This Financial Planning Agreement, (this “Agreement”) is between Dorman Skorheim Wealth Management LLC, a California Limited Liability Company (“Advisor”) and the client whose name and address are set forth below (“Client”). This Agreement shall become effective upon the date the last party signs this Agreement.
Financial Planning AgreementFinancial Planning Agreement • March 1st, 2010 • Pennsylvania
This agreement (“Agreement”) sets forth the terms and conditions under which Janney Montgomery Scott LLC (“Janney”) agrees to provide certain financial planning services (“Service”) to the undersigned client (the “Client”).
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • June 3rd, 2023
Financial Planning AgreementFinancial Planning Agreement • July 3rd, 2019 • Minnesota
(the "Advisor”). In consideration of the mutual benefits to be derived from this Agreement, it is understood and agreed as follows:
ContractFinancial Planning Agreement • August 26th, 2023 • Texas
THIS FINANCIAL PLANNING AGREEMENT, related schedule(s) (collectively the “Agreement”) is between Thriving Musician LLC dba Motif Planning (the “Advisor”, “TM” or “Motif Planning”) and the undersigned client(s) (the “Client”). Client and Advisor are each referred to as a “Party,” and collectively they are the “Parties.” The Agreement shall be effective as of the date last signed by a Party (“Effective Date”). By signing this Agreement, the Client acknowledges engaging the Advisor to provide the advisory services.
Alpha Wealth Funds, LLC FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • July 6th, 2020 • Utah
This Financial Planning Agreement (this “Agreement”) dated is entered into by and between Alpha Wealth Funds, LLC (“Alpha Wealth Funds” or “Adviser”), a registered investment adviser, and
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • August 17th, 2021
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • August 1st, 2019 • California
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • October 4th, 2010 • California
This Agreement is entered into by the investment adviser, Forest Hill Financial Advisory Group LLC (“Adviser”), through its advisory representative, C.Eric Buonassisi (“Planner”) and (“Client”) this 1st day of October, 2010. In consideration of the mutual benefits to be derived from this Agreement, it is understood and agreed as follows:
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • July 15th, 2021
This Agreement, made on between Dias Wealth, LLC, a Registered Investment Adviser (“Firm”), whose mailing address is P.O. Box 952884, Lake Mary, FL 32795 and:
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • January 20th, 2021 • Illinois
By this agreement, You agree to hire Bolmgren RetirePLAN, Inc. (hereto; BRP) to provide financial advisory services to You on the following terms:
COMPREHENSIVE FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • November 30th, 2011
FINANCIAL PLANNING AGREEMENTFinancial Planning Agreement • January 17th, 2017
Client engages Fleming Watson Financial Advisors, LLC (“FWFA”) to prepare a financial plan. FWFA hereby accepts appointment and fiduciary duty of utmost good faith to act solely in the best interests of each client pursuant to the terms and conditions set forth in this Agreement and to comply with impartial conduct standards of:
