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Membership Fees & Requirements
Fees
Initial Year: $10,500
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$250 non-refundable application fee. Upon acceptance, this fee is credited toward the $10,500 initial year's fee.
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$1,800 is allocated to the first year’s membership dues.
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$8,700 is allocated to the ACA Success Program training and other one-time contributions. Also included is one ACA Annual Conference registration fee (which must be used within two years).
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Payable as $4,750 due with signed Payment Agreement & Authorization and $500 per month for the next 11 months.
Second Year: $3,300 or $4,800
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$1,800 is allocated to membership dues.
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Based on the progress you make toward your goals, you will be placed in either the Continuing Success ($1,500) or Reaching for Success ($3,000) second-year training program.
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Payable as $1,500 due at renewal, with 12 monthly payments of either $150 or $275, depending on program.
Third and Subsequent Years: Currently $1800, payable monthly or annually.
Eligibility Requirements
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Comply with all provisions of the ACA Intellectual Property Policy
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Offer to supervise others who offer holistic financial planning services
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Satisfactorily complete the ACA Success Program*
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Maintain membership in NAPFA with either NAPFA-Registered Financial Advisor or Provisional Member status* (ACA will waive this requirement for applicants holding CPA/PFS designation after 1/1/10)
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Maintain CFP or CPA/PFS designation or educational equivalent as determined by ACA*
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Maintain registration as RIA or RIA Agent with SEC or appropriate state regulatory agencies*
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Disclose to clients and on Form ADV all referral fees paid to third parties
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Actively participate in furthering the goals of the corporation as defined in the Board’s Ends Policies
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Make timely payment of all ACA dues and/or other fees
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Participate in the ACA Benchmarking Survey
*Provisional Member status is available for advisors in the process of completing these requirements.