Alliance Financial Planning
Financial Service
Why pick this one
Alliance Financial Planning connects clients with tax-focused, fee-only fiduciary planners through its Find an Advisor directory.
Best for
- finding a fee-only fiduciary financial planner
- finding a tax-focused financial planner
- financial planners seeking practice training, mentorship, and continuing education
Look elsewhere if
- someone seeking a direct banking, brokerage, or financial product provider
Specialties
- tax-focused financial planning
- fee-only fiduciary financial planning
Certifications
- CFP Board of Standards Sponsor
- NASBA CPE Sponsor
- IRS Accepted Provider
- NAPFA CE credits provider
What makes them different
- Founded in 1995 as a national community for tax-focused, fee-only fiduciary financial planners
- Members act as fiduciaries at all times
- ACP Success Program provides training for starting, managing, and growing a financial planning practice
- Members receive mentorship from seasoned ACP members with similar backgrounds and interests
- Find an Advisor directory connects prospective clients with listed fee-only advisors
Distilled from this business's own website.
Contact & Location
- Address
- 2601 Iron Gate Dr, Wilmington, NC 28412-6625
- Website
- https://www.acplanners.org
- info@acplanners.org
Services
- financial planner membership and practice support
- advisor education and training
- continuing education
- fee-only fiduciary advisor directory