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FINANCIAL_SERVICESAPPROVED

Wanaque Board of Education AgendaPacket Regular Meeting 2026-06-23

Phoenix Advisors contracted for financial advisory services

Base Fee $1,600; Set-up Charge $500; Event filing $250; Notice of Redemption $250Wanaque School DistrictPHOENIX ADVISORSJune 23, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Description

The Wanaque Board of Education approved a 2026-2027 agreement with Phoenix Advisors for financial advisory and disclosure services, including a $1,600 base fee plus additional transaction-related charges. The contract runs from July 1, 2026 through June 30, 2027.

Contract Details

Contract Amount

Base Fee $1,600; Set-up Charge $500; Event filing $250; Notice of Redemption $250

Vendor

PHOENIX ADVISORS

Agency

Wanaque School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

June 23, 2026

Contract Term

July 1, 2026 through June 30, 2027

Renewal Date

2027-06-30

Renewal Info

One-year financial services agreement; renewal or modification after June 30, 2027 would require Board action.

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