ACA - Fees & Requirements

Membership Fees & Requirements

Fees

Initial Year: $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).
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

$1,800 is allocated to membership dues.
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.
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.

Abide by ACA Canon of Ethics
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*
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.