Blogs

 ACP mentioned and Jake Kuebler quoted in WSJ article "How to Get Conflict-Free Retirement Advice", 2/10/17

We want to thank Jake for representing ACP when we were contacted by reporter Anne Tergesen - "I'm writing an article about how to find a fiduciary and would like to know more about ACP. I understand from several people that it is a network of fiduciaries and I'd like to know more about it."

Jake and ACP are featured in the article "How to Get Conflict-Free Retirement Advice"
Some steps to make sure you get the best fiduciary advice if the government doesn’t help

Here are a couple of snippets from the article.

• More fiduciaries try to reduce the potential for conflicts of interest by charging an hourly rate or flat monthly or annual retainer fees. Advisers who charge such fees are “indifferent as to whether the client puts money into their business, real estate, or investments,” said Jacob Kuebler, an adviser in Champaign, Ill., who charges an annual retainer fee.
• The Alliance of Comprehensive Planners has about 150 members who charge a flat annual retainer fee for financial planning and tax-related advice based on a client’s annual income or net wealth, said Mr. Kuebler, a former board member.

Thanks to the Jake for representing ACP and thanks to all of you, our members that fight the good fight on behalf of your clients everyday.