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Name: Fillable Online Return on Life® Wealth Partners Disclosure Brochure Fax Email Print - pdfFiller
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This Brochure provides information about the qualifications and business practices of Planned Financial Services, LLC dba Return on Life® Wealth Partners. It outlines various advisory services, fees, compensation, and important client information, emphasizing compliance with the Investment Advisers Act of 1940.

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What is form adv part 2?

Form ADV Part 2 is a disclosure document that investment advisers are required to provide to clients. It contains important information about the adviser's business, services, fees, and any conflicts of interest.

Who is required to file form adv part 2?

All investment advisers that are registered with the SEC or state regulators must file Form ADV Part 2 and provide it to their clients.

How to fill out form adv part 2?

To fill out Form ADV Part 2, advisers should provide detailed information about their company, services offered, fees charged, disciplinary history, and potential conflicts of interest, using the required sections and format.

What is the purpose of form adv part 2?

The purpose of Form ADV Part 2 is to provide transparency to clients about the investment adviser’s business practices, ensuring that clients are informed about the services provided and the associated risks.

What information must be reported on form adv part 2?

Form ADV Part 2 must report information including the adviser's business description, fees and compensation, performance data, disciplinary history, and any conflicts of interest that may affect clients.

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