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Alliance of Comprehensive Planners

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Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator, ACP Fee Calculator Upholds Fiduciary Standards


One of the many tools ACP provides to its members is the ACP Fee Calculator, which upholds fiduciary standards and offers clients peace of mind.

Wilmington, NC, March 29, 2015 --(PR.com)-- At a time when fiduciary standards are at the forefront of the financial planning industry, the fee-only network Alliance of Comprehensive Planners (ACP), relies on its Fee Calculator as a means of determining its client pricing structure. The Fee Calculator is one of ACP’s core tools that estimates a client retainer based on multiple factors such as one’s filing status, services provided, income, and marketable assets, as well as any adjustments the advisor suggests based on the complexity of the client’s situation. For more information about ACP and its financial planning philosophy, core tools, and fiduciary standard please visit www.acplanners.org.

ACP President John Einberger said, “The ACP Fee Calculator is one of the tools that I find most useful, as it is a comprehensive way to present my retainer fee to my clients. They appreciate it because it is transparent. It builds trust.” Einberger has been a member of ACP since 2001 and said, “In addition to its high fiduciary standards, I was attracted to ACP because of its processes, tools, and community.”

ACP is the premier association for fee-only financial advisors and holds its member to the highest fiduciary standards. For over 20 years all ACP members complete a turnkey training program called the ACP Success Program that supplies the knowledge and tools to start and run a successful fee-only financial planning practice. The ACP Fee Calculator sets clients’ expectations when working with an ACP member as it addresses the factors involved in determining their retainer price and the level of work they will receive from their planner.

ACP supports the idea of transparency in the financial planning industry and has been providing this training for its members since its inception in 1995. ACP believes the more informed the consumer is on how a financial planner is handling their money, the better the outcome for their financial future. To learn more about ACP’s Canon of Ethics and to read their Pledge to Clients please visit www.acplanners.org.

About Alliance of Comprehensive Planners (ACP):
Alliance of Comprehensive Planners is a not-for-profit association of fee-only financial advisors who evaluate clients’ entire financial picture, providing the most comprehensive outlook for their financial well-being. Members are trained and adhere to the ACP System, an extensive program based on the highest ethical standards and most innovative practices in the financial planning community. All members maintain the CFP® or CPA/PFS (or equivalent) designation. Founded in 1995, ACP is the number one source for education and mentoring in the best practices of fee-only financial planning.
Contact Information
Alliance of Comprehensive Planners
Kathleen McCasland
910-769-1569
Contact
acplanners.org

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