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Can clients pay advisory fees via physical check?

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The short answer is yes, but we prefer ACH/AdvicePay/custodial fee debit for audit trail and operational consistency.

Physical checks are acceptable as an exception or fallback if the client strongly requests a physical payment over a digital one. Afterall, we’re here to serve the client.

How to:

• Clients may pay advisory fees by physical check when the check is made payable to Core Planning, LLC for payment of an invoiced advisory fee.
• The client must be given a clear invoice with the fee amount, period covered, and payment instructions.

instructions

Check payable to: Core Planning, LLC

Delivered to:

Core Planning, LLC 706 North Main Street Ofallon, MO 63366

• Check(s) must be delivered to the CCO for deposit at the above address and into the firms operating account to be recorded with the invoice.
• The transaction records will be archived.

Please contact the CCO directly with questions.