Financial Planning Association
FPA is a resource for information and tools, connecting consumers with financial planners who will deliver advice using an objective, client-centered, ethical process. Membership: $375 (Professional); $50 (Aspiring Financial Planner); $299 (Allied-Practicing Planner/Support); $199 (Academic); $149 (Member Emeritus/International Professional); $250 (Group).
Organization Type:
National Trade or Professional Association
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Planning, Accounting, Banking/Credit & Finance/Savings & Loan
Address:
1290 N Broadway
STE 1625 Denver, CO 80203-5602
Members:
28500 individuals
Certification Programs:
CFP
Other Addresses
Address:
12816 Tewksbury Dr., Herndon VA 20171-2427
Address:
1901 Pennsylvania AveSTE 303, Washington DC 20006
Address:
7535 E Hampden AveSTE 600, Denver CO 80231
Financial Snapshot
Total revenues: $7,800,803
Year - 2024
1st-yr growth
-2.93%
Year by Year
Revenue
MEMBERSHIP DUES
REGISTRATION
SPONSORSHIPS
Other
Total expenses: $7,501,219
Year - 2024
1st-yr growth
-9.70%
Year by Year
Expenses
Compensation for non-officers/directors
Conferences, conventions, meetings
Information technology
Other
Total assets: $6,089,546
Year - 2024
1st-yr growth
5.14%
Year by Year
Assets
Investments in publicly traded securities
Other assets
Savings and temporary cash investments
Other
Total Liabilities: $3,294,757
Year - 2024
1st-yr growth
-9.58%
Year by Year
Liabilities
Deferred revenue
Other liabilities
Accounts payable and accrued expenses
Other
Regional/State Affiliation