Registered Investment Adviser Sample Contracts

FINANCIAL PLANNING AND CONSULTING AGREEMENT
Registered Investment Adviser • March 24th, 2023 • New Jersey

(hereinafter referred to as the “CLIENT”), and CONCIERGE FINANCIAL PLANNING, LLC, a registered investment adviser, whose principal mailing address is at 114 N Rumson Avenue, Margate City, New Jersey 08402 (hereinafter referred to as the “PLANNER”).

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