Solo Practitioners

Benefits of offering a fee-for-service model:

Own your own business
Be part of a team of like minded professionals who share the same passion and vision for financial planning
Minimal start up costs
Comprehensive compliance and technology support
Integrated financial planning practitioner training program
Collaboration with referral sources
Training to become a fee-for-service personal financial planner provided by Financial Planning Advocate, LLC

The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS Credential nationwide. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth’s annual ranking.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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