Advisor Termination Letter Generator (Leave Your Advisor Cleanly)

Updated on November 23, 2025

Generate a sign-ready termination letter in minutes. We’ll include revocation of discretionary authority, fee stop date, ACAT/transfer instructions, and a final invoice request.

1) Your details

Your full name Email Mailing address Phone (optional)

2) Advisor / firm

Advisor / Rep name Firm name Firm email (for mailto link) Custodian (where assets sit)

3) Accounts & dates

Accounts to terminate (list numbers or nicknames) Effective termination date

4) Preferences & requests

Transfer plan New firm / receiving custodian (if transferring)

Reason (optional; choose one) Additional notes (optional)

We’ll include: revocation of discretionary trading authority, termination of advisory relationship, fee stop on the effective date with pro-rata refund, request for final invoice & closing statements, and (if selected) ACAT/transfer instructions to your new firm.

5) Preview & export

See also: Second-Opinion Review – Advisor Contract Checklist – Termination Receipt Email

What to do next

If you are leaving an advisor, compare the new advisor’s fiduciary status, fee model, scope, service calendar, and transfer plan before signing.

Advisor Proposal Scorecard – Advisor Service Calendar Builder – Advisor Contract Checklist

The letter is one step of four. Send it after the new account is open and the transfer signed, not before — the order that avoids the retention call and how the transfer itself works. If you were billed in advance for a quarter you did not finish, ask for the refund in this same letter: what Form ADV Item 5.D requires.

Before the termination letter, there is a cheaper letter. The fee negotiation kit writes a letter that cites what SEC-registered firms actually disclose at your balance and asks for a specific number in writing.

Start with the tool