Overview
What is Alliance Of Comprehensive Planners Inc?
Alliance of Comprehensive Planners Inc., located in Wilmington, North Carolina, is a nonprofit organization committed to promoting, educating, and assisting financial planners and their clients. They do this by hosting an annual conference, providing a platform for attendees to learn about the latest products and processes in the field. This conference aims to equip financial planners with solutions to enhance their financial planning processes. The mission of Alliance of Comprehensive Planners Inc. is to foster a philosophically united community for fiduciary advisors, enabling them to share their expertise. Their goal is to build exceptional financial planning practices, centered on tax-focused, fee-only financial planning, with the aim of transforming clients' lives and growing their wealth.
Official website here: www.acplanners.org
Is Alliance Of Comprehensive Planners Inc legitimate?
Alliance Of Comprehensive Planners Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Alliance Of Comprehensive Planners Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
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Official website here: www.acplanners.org
What is the mission statement of Alliance Of Comprehensive Planners Inc?
Alliance of Comprehensive Planners Inc's mission is centered around fostering a community of financially responsible advisors. They strive to unite these advisors under a shared philosophy, enabling them to share their expertise in tax-focused, fee-only financial planning. This collective wisdom aims to enhance the quality of financial planning practices, ultimately transforming clients' lives and increasing their wealth. The organization also hosts an annual conference, providing attendees with the latest information on products and processes to improve their financial planning processes.
Official website here: www.acplanners.org
Who is the CEO of Alliance Of Comprehensive Planners Inc?
Steve Swicegood is the President of Alliance Of Comprehensive Planners Inc.
Official website here: www.acplanners.org
What is the revenue of Alliance Of Comprehensive Planners Inc?
Alliance Of Comprehensive Planners Inc's revenue in 2022 was $676,826.
Official website here: www.acplanners.org
Who are the executives of Alliance Of Comprehensive Planners Inc and what are their salaries?
There 95 volunteers at Alliance Of Comprehensive Planners Inc.
Here are 7 key members and their salaries:
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Official website here: www.acplanners.org
Where can I find the form 990 for Alliance Of Comprehensive Planners Inc?
Alliance Of Comprehensive Planners Inc's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.acplanners.org
Learn more at the official website: www.acplanners.org
Mission Statement of Alliance Of Comprehensive Planners Inc
Alliance of Comprehensive Planners Inc is dedicated to fostering a cohesive community of financial advisors who adhere to a tax-focused, fee-only approach to financial planning. Their mission is to provide a platform where these advisors can share their expertise, aiming to build exceptional financial planning practices. By doing so, the organization strives to significantly improve the lives of their clients and enhance their wealth.
Annually, Alliance of Comprehensive Planners Inc hosts a conference that serves as a knowledge hub for its members. Attendees can explore the latest advancements in the field, enabling them to find the solutions necessary to efficiently run their financial planning processes. This event allows financial advisors to stay updated on the industry's latest products and processes, ensuring they can offer their clients the best possible service.
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Impact
October, 2024
Alliance of Comprehensive Planners Inc significantly impacts the financial planning landscape by promoting education and collaboration among fiduciary advisors. Through its annual conference, it serves as a hub for financial planners to gain insights into the latest products and processes, enhancing their ability to deliver effective services to clients. This initiative fosters a community where advisors can share knowledge and best practices, ultimately leading to improved financial planning strategies.
The organization's mission focuses on building exceptional financial planning practices grounded in tax-focused, fee-only models, which empower advisors to transform their clients' lives and enhance their financial well-being. By prioritizing a united community of fiduciary advisors, the Alliance cultivates an environment of shared wisdom to support client wealth growth and sustainable financial success.
This information is meant to be a general summary of Alliance Of Comprehensive Planners Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $16
- Program Service Revenue: $676,810
- Gross Receipts: $676,826
Assets and Liabilities:
- Total Assets: $404,215
- Total Liabilities: $28,750
- Net Assets: $375,465
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$421,329
ANNUAL CONFERENCE
Revenue
$213,645
TRAINING PROGRAM
Revenue
$35,725
Organization Details
Founding Year
2002
Phone
(910) 769-1569Principal Officer
Steve Swicegood
Main Address
4569 TECHNOLOGY DRIVE 1, WILMINGTON, NC, 28405
Website
www.acplanners.orgNTEE Category
Code: S41 - Community improvement
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