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A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program.

A Certified Financial Planner™ (CFP®) is a financial planner with proven competency in all the disciplines of financial planning and has practical experience, and has committed to a high standard of professional conduct and continuing education. CFPs® must agree to abide by the CFP Board of Standards Code of Ethics and Professional Conduct, which outlines the planners professional obligations to the public and clients.

CFP® equivalents for other countries include:

  • The Netherlands: FFP (Federation Financial Planner) or MFP (Master in Financial Planning)
  • United Kingdom

Visit the Certified Financial Planners Board of Standards for more information:

Find a planner with a particular designation, e.g. "CPA"

A Fee-Only planner as one who, in all circumstances, is compensated solely by the client, with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. For example, in the US, a NAPFA member or affiliate may not receive commissions, rebates, awards, finder's fees, bonuses or any form of compensation from others as a result of a client's implementation of the individual's planning recommendations.

Disclaimer: These advisers have represented themselves as Fee only. It is up to the individual to confirm this when hiring an advisor.

An adviser that works with any income or asset level

An adviser that only uses passive vehicles for investing such as index funds and ETF's, with a 'buy and hold' philosophy and only occasional trading for 'rebalancing' purposes.

An adviser who meets the fiduciary standards of the Investment Advisers Act of 1940.

Adviser's firm has a succession plan for the adviser.

An adviser who uses the website

An adviser who works with clients virtually.

Other Associations