ACP is the community of tax-focused, fiduciary financial planners who operate with the fee-only model. Our members are committed to building thriving practices and helping each other succeed.
Join us.
ACP membership is designed for fee-only financial advisors who are ready to grow, connect, and build a stronger planning practice with the support of a values-driven professional community.
Joining ACP is a thoughtful, personalized process. Rather than asking you to apply immediately, ACP begins with a conversation so we can better understand your goals, your firm, and the membership path that may be the best fit.
From your first inquiry to your onboarding experience, the process is built to provide clarity, connection, and confidence every step of the way.
ACP's membership process is designed to give prospective members the information, guidance, and connection they need before joining.
ACP will help you understand the membership path that best aligns with your goals, firm structure, and planning practice.
The process begins with a conversation so you can ask questions, learn more, and determine whether ACP is the right fit.
ACP is more than a membership organization. It is a collaborative community of fee-only advisors committed to learning, growth, and connection.
We want every prospective member to understand what comes next. Here is the step-by-step path from initial interest to active membership.
Tell us a little about yourself, your firm, and what you are hoping to gain from ACP membership.
Your inquiry helps ACP understand your goals and determine the best next step for your membership journey.
After your inquiry is received, ACP will help schedule a prospect conversation with staff and/or an ACP member leader.
This conversation is designed to answer your questions, learn more about your practice, and help you understand whether ACP is the right fit.
Following your conversation, ACP will send the application that aligns with your membership type.
This step ensures that you are entering the correct membership pathway and have a clear understanding of dues, expectations, and next steps before moving forward.
Once your application is submitted and your membership is activated, you officially become part of the ACP community.
New members gain access to ACP resources, peer connections, educational opportunities, and community engagement designed to support fee-only advisors.
Joining ACP is only the beginning. New members are connected with onboarding support and resources to help them get involved and make the most of their membership.
ACP's onboarding process is designed to help you find your place in the community, understand available benefits, and begin building meaningful peer relationships.
Complete the ACP Membership Inquiry Form and begin your path toward joining a collaborative community of fee-only financial advisors.
ACP offers the training, tools, and community to help tax-focused, fee-only financial planners build the practice of their dreams. We're excited to welcome you!