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Financial Advisor Agreement Template

Financial Advisor Agreement Template 2026

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The Financial Advisor Agreement outlines the terms and conditions under which a financial advisor provides services to a client. It includes definitions of key terms, a detailed scope of services offered, compensation structures, responsibilities of both the advisor and the client, confidentiality obligations, termination rights, dispute resolution procedures, and miscellaneous provisions. The agreement emphasizes the advisor's fiduciary duty to act in the client's best interest while clarifying limitations on services and decision-making authority.

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