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Bill to: Alderbrook Wealth Partners 214 Wexley Court, Suite 300 Halvern |
INVOICE Invoice #: FAC-2026-Q3-017 Date: 2026-07-01 Due: 2026-07-31 · Net 30 |
| Description | Period | Amount |
|---|---|---|
| Compliance consulting retainer — quarterly | 2026-Q3 (Jul–Sep) | $2,500.00 |
| Total due | $2,500.00 |
Retainer covers scheduled policy review, ADV/CRS support, and up to 4 advisory hours per month. Ad-hoc project work outside the retainer scope is billed separately.