Financial Planning and Retainer Agreement Sample Contracts

FINANCIAL PLANNING AND RETAINER AGREEMENT

Financial Planning and Retainer Agreement • May 30th, 2018 • Virginia

• Contract Type
  Financial Planning and Retainer Agreement
• Filed
  May 30th, 2018
• Jurisdiction
  Virginia

This Agreement describes the relationship between Beacon Wealth Consultants, Inc. a Registered Investment Adviser (hereinafter “the Planner”) and (hereinafter referred to as “you” or “the Client”). By this agreement, the Client retains Planner to provide investment planning and advice to Client on the terms as outlined and selected in this agreement.