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Agreement advisory 2026

This document is an agreement between a Client and a financial Advisor for the provision of financial planning advisory services. It outlines the responsibilities of the Client, including providing necessary information and participating in annual reviews, as well as the Advisor's fiduciary duty to act in the Client's best interests. The agreement includes terms regarding confidentiality, fees, termination, and dispute resolution through arbitration. It emphasizes that the Advisor does not provide legal or tax advice and clarifies that both parties must adhere to the terms set forth.

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Click ‘Get Form’ to open the Agreement Advisory in the editor.
Begin by entering the date of the agreement at the top of the form. This is crucial for establishing the timeline of your advisory services.
Fill in the Client's name and address details accurately. Ensure that all information is complete to avoid any future discrepancies.
Next, provide the Advisor's name and business address. This section identifies who will be providing financial planning services.
Review and complete each section regarding Client responsibilities, including data gathering and authorization for information sharing. Make sure to check all boxes that apply.
In the Fee Arrangement section, input any agreed-upon fees based on your discussions with the Advisor. This ensures clarity on compensation.
Finally, both parties should sign and date at the bottom of the document to formalize the agreement. Use our platform’s signature feature for convenience.

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