Who are the Alliance of Comprehensive Planners?
Alliance of Comprehensive Planners (ACP) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based fee-only services to manage their clients’ entire financial picture resulting in a successful financial future. Our members pride themselves on being the best in the business and providing the highest quality fiduciary services while also developing meaningful relationships with their clients. If you are interested in working with an ACP fee-only financial planner, click here to find an advisor who is right for you.
If you are interested in building a new financial planning practice or transforming an existing one, our proven model – the ACP System™ – enables you to be a more effective financial planner and successful business owner. ACP members have access to the tools, processes, resources, and support to develop and operate successful fee-only financial planning practices within an innovative and collaborative community. Click here to learn more about member benefits.
History
In 1995, Bert Whitehead presented his now famous white paper "Marketing Fee-Only to Middle America" to the participants of National Association of Personal Financial Advisors (NAPFA) conference. After describing his practice model, he received numerous requests from financial advisors who wanted to know how to replicate his more personal fee-only approach to financial planning. As a result, Bert formed Cambridge Advisors, LLC. Wanting to assure the organization's longevity, maintain the collaborative efforts of its members, and continue the evolution of the ACA System™, Bert spearheaded the formation of the Alliance of Cambridge Advisors (ACA), a 501(c) (6) not-for-profit corporation.
Now called the Alliance of Comprehensive Planners, hundreds of advisors have been trained in the ACP System™. Some joined just for that training, but many more have chosen to build a thriving supportive community that respects the individuality of each practice. This unique blend of commonality and diversity has created an environment where innovative solutions to client issues and practice management challenges are nurtured and realized.