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PLAN Client Agreement

This PLAN Client Agreement (“Agreement”) is between MYRA Advisors, LLC (“Advisor”) and you (referred to as “Client,” “you,” or “your). 

The Agreement will commence on the date that you consent to the terms of this Agreement by providing your electronic signature. You understand that attaching your e-signature is the legal equivalent of submitting a document signed by hand, and that clicking on the “AGREE” checkmark or “Sign & Submit” button manifests your desire and intent to receive services under the terms described in the PLAN Client Agreement.

Advisor may modify the terms of this Agreement, including Schedule A relating to fees, at any time. Advisor will post Agreement modifications to the PLAN Client Agreement page [https://support.myrawealth.com/en/articles/5317184], which will become effective upon posting. The Agreement will be amended without prior notice to or consent from you. You agree to check the PLAN Client Agreement page for new versions of the Agreement. You understand that by continuing to maintain an account after the effective date of an amended PLAN Client Agreement, you are accepting the terms of the revised PLAN Client Agreement and will be legally bound by all of its terms and conditions, including any new or changed terms or conditions.

  1. Advisory Services. Advisor agrees to provide Client with access to tools available on Advisor’s Internet platform (the “Platform”) which allow Client to create a comprehensive financial plan (“Plan”). Client will have access to the Platform to review, modify, and update the Plan for the subscription period from the effective date of this Agreement.

  2. Client Responsibilities. Client understands that the accuracy and completeness of the Plan rely on the accuracy and completeness of information provided by Client.

  3. Confidential Relationship. Information received by Advisor from Client will be kept confidential by Advisor in a manner consistent with applicable law and with Advisor’s Privacy Policy, which Client acknowledges receiving. All information or advice furnished by Advisor to Client shall be treated as confidential and not be disclosed by Client except as required by law.

  4. Fees. The fees for Services under this Agreement are according to the terms set forth in the attached fee schedule (Schedule A).

  5. Consent to Electronic Communications. Client consents to electronic delivery of required disclosure documents and other communications by Advisor. Such consent will remain effective unless revoked by Client. Advisor will transmit information by email in text, PDF, Microsoft Word, or other formats that can be readily viewed, printed, and saved. Client has provided Advisor with one or more valid email addresses that Advisor may use to communicate with Client. Client acknowledges that there may be costs associated with electronic delivery, such as computer equipment costs and on-line charges. The Client may revoke its consent to receive communications electronically at any time by notifying the Advisor.

  6. Receipt of Disclosure Documents. Client acknowledges receipt from the Advisor of a copy of Advisor’s Form ADV, Part 2A (“Disclosure Brochure”), Part 2B (“Brochure Supplement”), Part 3 (“Form CRS”), and Privacy Policy. Advisor will provide Client with either a Summary of Material Changes or an updated Disclosure Brochure on an annual basis. Advisor will provide Client with an updated Brochure Supplement when material changes occur. Advisor’s Form ADV, Part 2A and 2B, and Part 3, is also currently available on www.adviserinfo.sec.gov by conducting a Firm search using Advisor’s CRD Number 311475.

  7. Limited Liability. Advisor shall not be liable for any mistake in judgment or for any loss whatsoever except that which may result from a violation of applicable law or an act of bad faith or gross negligence by the Advisor concerning its duties under this Agreement. Furthermore, the Advisor, its officers, directors, employees and agents shall not be responsible for any loss, claim, cost or liability incurred by reason of any act or omission by any broker, dealer, custodian or another third party.

  8. Non-Waiver of Rights by Client. Federal securities laws impose certain obligations on persons acting in good faith, and as such, nothing in this Agreement shall result in any waiver of any or all of the rights which Client shall otherwise enjoy under the federal securities laws.

  9. Assignment. You may not assign this Agreement without our prior express written consent. We shall not assign this Agreement (within the meaning of assignment as defined in the Investment Advisers Act of 1940, as amended) without your consent; provided, however, that you will be deemed to have consented to an assignment if you do not object to such assignment within 30 calendar days after written notice to you of our intent to assign this Agreement.

  10. Termination. Client has the right to terminate this Agreement without penalty or fees within five (5) business days of the Effective Date. This Agreement will automatically after the subscription period from the effective date.

  11. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of New York, except as otherwise required by applicable federal or state securities laws.

  12. Venue. Any and all disputes, claims or controversies arising out of this Agreement or otherwise between you and the Advisor shall be determined by arbitration in accordance with the rules of the American Arbitration Association (“AAA”). The arbitration shall be final and binding, and judgment on the award may be entered in any court having jurisdiction. Client understands that by agreeing to arbitration, Client is waiving all rights to seek remedies in court, unless otherwise mandated by federal or state laws. This clause will not prohibit the parties from seeking provisional remedies in any court of competent jurisdiction. This paragraph shall survive the termination of this Agreement.

  13. Paragraph Headings. All paragraph headings in this Agreement are for convenience of reference only, do not form part of this Agreement, and shall not affect in any way the meaning or interpretation of this Agreement.

  14. Severability. If any provision herein is or should become inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, such provision shall be deemed to be rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement shall continue and remain in full force and effect.

  15. Entirety of Agreement. This Agreement contains the entire understanding between Client and Advisor concerning the subject matter of this Agreement.

  16. Notifications. All notifications required to be sent to the Advisor shall be sent to Legal@MyraWealth.com. All notifications required to be sent to Client shall be sent to the email address for Client currently on record. Client is responsible for informing the Advisor of any changes in email address.

By accepting this Agreement, Client accepts the terms and conditions set forth above, including Schedule A attached hereto. Client consents to electronic delivery of communications as outlined in Section 5. Client acknowledges receipt of Advisor’s Privacy Policy, Form ADV Parts 2A and 2B, and Form CRS.


We offer 3 types of subscriptions:

  • FREE: $0 per month
  • PAID: Ranging from $3,000 to $6,000 per year

PLAN services are only included in the PAID subscriptions. PLAN services are NOT included in the FREE subscription.

Fees are payable by bank transfer (ACH), credit card, or debit card of client's choice. Fees are not prorated for partial months. Fees are non-refundable. A ~3% surcharge may apply for fees paid by credit card.