Advisory Member:

Any CFP®, ChFC, CFA, PFS, holder of FINRA Series 65, or Series 66, who is significantly engaged in financial advisory and/or wealth management activities, and has significant contact with an individual financial and/or wealth advisory client. Membership may be subject to the recommendation of the Membership Committee and vote of the Board of Directors.  Presently, listing in the AAAA Consumer Financial Planning Directory is limited to Advisory Members.

Annual Fee $375

Affiliate Member:

Any individual whose occupation is directly involved in financial planning and/or wealth management activities, or is an employee of a financial services, tax, or legal firm, but who does not meet the requirements for Advisory Membership, or chooses not to be listed in the AAAA Consumer Financial Planning Directory, shall be eligible for Affiliate Membership in AAAA, subject to the recommendation of the Membership Committee and vote of the Board of Directors.

Annual Fee $200

Student Member:                                                                                                                                                        

AAAA offers Student Membership to full time students in an Undergraduate Business School or in a Master’s Degree program in Business, Finance, Law, Tax, or Accounting. The Student Member’s annual dues are 50% of the Affiliate Member until completion of his/her undergraduate and/or graduate degree.  At the end of completion of his/her undergraduate and/or graduate degree, Student Members will be required to reapply as Advisory or Affiliate Members under those defined guidelines.

Individuals may become Student Members of AAAA after completing the online application and subject to the recommendation of the Membership Committee and vote of the Board of Directors.

Annual Fee $100