Financial Consultation/Planning Agreement Sample Contracts

Financial Planning Client Agreement

Financial Consultation/Planning Agreement • December 17th, 2019 • California

• Contract Type
  Financial Consultation/Planning Agreement
• Filed
  December 17th, 2019
• Jurisdiction
  California

This Agreement is entered into by the investment adviser, Rhodes & Fletcher, LLC (“Advisor”), through its advisory representatives, Pamela Rhodes and Sean Fletcher (“Planners”) and