About ACP

The Alliance of Comprehensive Planners (ACP) is a 501(c)(6) not-for-profit organization founded in 1995. We are a national community of fiduciary, fee-only financial advisors dedicated to delivering comprehensive, tax-focused financial planning.

Our members adhere to a strict code of ethics and operate under a retainer model, ensuring that client interests are always the top priority. Through collaboration and shared resources, ACP empowers advisors to build successful, client-centered practices.

ACP Mission

Our mission is to provide a philosophically united community for fiduciary advisors to share their wisdom in order to build exceptional financial planning practices, transform client lives, and grow client wealth.

ACP Vision

We strive to attract and support independent financial planners who are dedicated to success, whose business models reflect the highest ethical standards which put client interests first, and whose advisors are leaders of industry innovation.

Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners operating under the retainer model.

Consumer

Consumers working with an ACP Certified Advisor will receive objective advice from fiduciary advisors who put their clients’ best interests first. 

ACP Members offer:

  • Fee-only, fiduciary support
  • Comprehensive planning
  • Tax-Focused expertise
  • Payment via the retainer model
  • Adherence to a strict code of ethics

    Why Work with an ACP Advisor?     Find an Advisor

    Advisor

    • Whether you are building a new practice or transforming an existing one, our proven model – the ACP System™ – enables you to be a more effective comprehensive financial planner and business owner.
    • ACP members have access to the tools, processes, resources, and support to develop and operate successful fee-only financial planning practices.
    • Grow your knowledge within an innovative and collaborative community of members who truly want you to succeed.

    Sharing wisdom. Growing wealth. Transforming lives. Building ideal practices. 

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