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Online Plan # Financial Planning Fee Agreement MetLife Securities, Inc. 1095 Avenue of the Americas New York, NY 10036 1. CLIENT INFORMATION: DOB: mm/dd/by SSN or Tax Payer ID: — DOB: Client Name:*

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What is financial planning fee agreement?

A financial planning fee agreement is a legal document that outlines the terms and conditions of the fees charged by a financial planner for their services.

Who is required to file financial planning fee agreement?

Both the financial planner and the client are required to sign and file the financial planning fee agreement.

How to fill out financial planning fee agreement?

To fill out a financial planning fee agreement, you need to provide information such as your name, contact information, the scope of services provided, and the fee structure.

What is the purpose of financial planning fee agreement?

The purpose of a financial planning fee agreement is to establish clear expectations and responsibilities between the financial planner and the client regarding the fees and services provided.

What information must be reported on financial planning fee agreement?

The financial planning fee agreement must include information such as the names of the parties involved, the date of the agreement, a description of the services provided, the fee structure, and any additional terms and conditions.

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