托管费 Financial Planning Networks

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

我们的社区:

Established in 1995, ACP is America's leading community of independent financial planners committed to success through our ethics 和 innovation. They are a 501(c) (6) not-for-profit community of financial planners trained in the ACP System™. Knowledge sharing 和 professional development are ACP hallmarks. The ACP System™ is maintained by the membership, assuring it remains up-to-date 和 responsive to the real world in which financial practices must operate.

我们的税务重点:

ACP members provide comprehensive financial planning with a focus on taxes 和 tax planning. By actively participating in the tax process they consider not only interest-earning, real estate 和 equity investments, but also the tax consequences that can impact or be impacted by investment 和 financial strategies, 或者税法的变化.

我们的保留模式:

ACP members are 托管费 advisors that use the retainer model for determining their compensation with their clients. This commitment reflects the fiduciary relationship, essential to establishing trust 和 minimizing real 和 perceived conflicts of interest between a client’s 资产 和 an advisor’s guidance. Fees are based on income, 有价资产, 和 complexity of the client’s personal 和 financial situation, providing clarity 和 transparency to clients, 和 compensation that is commensurate with their value to ACP member advisors.

芯片

Changing How Individual's Prosper's (芯片’s) goal is to bridge the gap between consumers of financial products 和 financial professionals of color, with a specific focus on Black & Latinx professionals. The platform enables better visibility 和 easier access for consumers to find these financial professionals. 芯片’s intention is to retain 和 grow generational wealth, as well as build trust for financial professionals of color in underrepresented communities. We believe that consumers 和 financial professionals of color are vital to helping to close the racial wealth gap that exists in America 和 we want to ensure all of their voices are heard.

欲知详情，请浏览 芯片&# x27; s的网站.

Garrett Planning Network

The Garrett Planning Network, 成立于2000年, is the leader in helping new 和 experienced planners build successful 托管费, hourly-based RIA firms. Established with the clear mission to make financial planning 可访问的 to all, not just the wealthy, Garrett provides planners with a collaborative community of like-minded peers 和 a proven business model that includes technology, 合规, marketing 和 practice management coaching. Garrett also provides a mentor relationship, training materials 和 templates, a 3 ½-day in-person training program, continuing education, an annual conference 和 more!

托管费, hourly-based 和 可访问的 services are the key marketing differentiators of the Garrett Planning Network. Therefore, our member-advisors must:

  • 是只收费.
  • Offer financial planning 和 investment advice on an hourly, as-needed basis (和 they may also offer investment management services, in addition to hourly-based services).
  • Be 可访问的 (meaning, the majority of client engagements must be without any minimums as to income, 资产, 资产净值, length of engagement or revenues generated).
  • Either be a CFP® certificant, a licensed CPA with the Personal Financial Specialist (PFS) credential, or obtain one of those designations within five years from the date of initial RIA registration as a Garrett member.
  • Adhere to the Fiduciary Oath.

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XYPN

XY规划组网 is the leading organization for 托管费 financial advisors who want to serve their Gen X 和 Gen Y peers providing comprehensive financial planning services for a monthly subscription fee 和 without product sales or asset minimums. The Network offers a virtual community for new 和 established financial advisors who want to serve a younger clientele, 和 provides its members 合规 support services, 营销支持, business tools 和 templates, 和 a wide range of technology solutions.