Alliance of Comprehensive Planners (ACP)

The Alliance of Comprehensive Planners (ACP) is a community of tax-focused financial advisors who provide comprehensive tax and financial planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation and complete ACP's rigorous training program. To learn more about this fiduciary network or to find a certified ACP member, visit www.ACPlanners.org.


Data into Capitect
Data from Capitect
Instructions
Membership Benefits
  • Exclusive pricing for members
  • Integration with ACP Pyramid spreadsheet
  • Customizable reporting using ACP categories