Membership Fees & Requirements

Fees

Year 1: $10,500

• $250 non-refundable application fee. Upon acceptance, this fee is credited toward the $10,500 initial year's fee.
• $1,800 is allocated to the first year’s membership dues.
• $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).

Year 2: $3,300

• $1,800 is allocated to membership dues.
• $1,500 is allocated to the second-year support program.

Years 3 and beyond: Currently $3,000

Payable monthly or annually.

Eligibility Requirements

• Abide by ACA Canon of Ethics and adhere to ACA Pledge to Clients
• Comply with all provisions of the ACA Intellectual Property Policy
• Offer to supervise others who offer holistic financial planning services
• Satisfactorily complete the ACA Success Program*
• 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)
• Maintain CFP or CPA/PFS designation or educational equivalent as determined by ACA*
• Maintain registration as RIA or RIA Agent with SEC or appropriate state regulatory agencies*
• Disclose to clients and on Form ADV all referral fees paid to third parties
• Actively participate in furthering the goals of the corporation as defined in the Board’s Ends Policies
• Make timely payment of all ACA dues and/or other fees
• Participate in the ACA Benchmarking Survey 

*Provisional Member status is available for advisors in the process of completing these requirements.