Alliance of Comprehensive Planners mentioned in MarketWatch article, “Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can” by Pam Krueger

By #ACP ACP posted 07-01-2020 01:51 PM

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Pam Krueger writes about Alliance of Comprehensive Planners in her article in MarketWatch - Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can: “If you’re thinking about working with a broker, the onus is on you to slog through all the fine print and ask all the right questions to help you decide if you can really trust this person to make your financial needs their highest priority. But why put yourself through this opaque process? There’s a much easier way to make sure your adviser serves as a real fiduciary, all of the time: Hire an independent fee-only fiduciary investment adviser or financial planner who has been independently vetted. There are a handful of adviser associations and non-profit organizations, such as National Association of Fee Only Planners (NAPFA) and Alliance of Comprehensive Planners (ACP), that provide lists of fee-only advisers. These resources offer a good starting point, and then investors need to continue the vetting process.”

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