Financial Planning Association
- Company typePrivate
- Founded1973
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Financial Planning Association firmographics
Firmographics- Name
- Financial Planning Association
- Legal name
- Financial Planning Association of Los Angeles
- Website
- https://fpala.org
- Company type
- Private
- Founded year
- 1973
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Financial Planning Association is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Planning Association business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Membership Dues: FPA generates revenue through membership fees from financial planning professionals. The association provides professional development, networking, conferences, and resources to members in exchange for membership dues.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Financial Planning Association product offering
Product offeringCore offering
FPA is a 501(c)(6) non-profit professional association that provides paid membership to financial planning professionals, granting access to national conferences, continuing education partnerships, two publications (The Journal of Financial Planning and Next Generation Planner), a mentorship program, a job board, and a local chapter network for regional events. For consumers, FPA operates the PlannerSearch directory, enabling the public to locate certified financial planners in their area, including chapter-level directories such as the Los Angeles CA planner search service.
Product overview
Financial Planning Association operates as a membership-based professional organization serving the financial planning community through a multi-channel offering. The core portfolio consists of professional membership with national conferences and education partnerships, consumer-facing planner search services, two professional publications (The Journal of Financial Planning and Next Generation Planner), a mentorship program for career development, a job board for employment placement, and local chapter event programming. These products collectively support FPA's mission as the nation's largest professional financial planning community.
Differentiator
Problem solved
Functional benefit
Products and services
- FPA Membership (For Professionals)
- PlannerSearch (For Consumers)
- The Journal of Financial Planning
- Next Generation Planner
- FPA Mentorship Program
- FPA Job Board
- FPA Local Chapter Events
Companies that use Financial Planning Association
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Financial Planning Association technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial Planning Association partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and core.
- CFALA (CFA Society Los Angeles)minorFPA of Los Angeles holds joint mixer events with CFALA (CFA Society Los Angeles). These collaborative events bring together financial planning and investment professionals for networking and professional relationship building.
- Education PartnerscoreFPA has established new education partnerships as part of its 2026 initiatives under President Dan Galli. These partnerships support continuing education and professional development for members.
Scale indicators1 record
Financial Planning Association competitors and assessment
Company assessmentDirect peers
- Garrett Planning Network: A network of fee-only financial planners offering hourly, as-needed advice. Directly comparable because it operates as a planner-facing membership community with a consumer directory, similar to FPA's PlannerSearch.
- XY Planning Network: A membership organization serving next-generation financial planners, particularly fee-only advisors serving younger clients. Directly comparable to FPA's NexGen and mentorship programs and competes for the same emerging-advisor segment.
- Financial Services Institute (FSI): An advocacy and membership association for independent financial services firms and individual advisors. Directly comparable because it serves a similar financial planner constituency with advocacy, compliance, and practice-management resources.
- National Association of Personal Financial Advisors (NAPFA): A membership-based professional association for fee-only financial advisors. Directly comparable because it operates the same model as FPA — member dues, advocacy, continuing education, and a consumer-facing planner search directory — but targets the fee-only segment.
- Society of Financial Service Professionals (SFSP): A professional association for financial services practitioners across insurance, planning, and wealth management. Comparable to FPA because it provides continuing education, credentials, and chapter programming to a similar multi-disciplinary financial professional audience.
- CFP Board: The certifying body for the CERTIFIED FINANCIAL PLANNER mark. Directly comparable because the vast majority of FPA members are CFP professionals, and CFP Board's standards and certification are central to the value FPA members derive from the association.
- Investments & Wealth Institute: A professional membership organization for investment and wealth advisors. Comparable because it offers designations (CPWA, CIMA), continuing education, and member resources analogous to FPA's credentialing-adjacent programming.
Broad incumbents
- CFA Institute: The global professional body for chartered financial analysts. Broadly comparable as a much larger incumbent in the financial services professional membership space; FPA partners with CFALA (its LA chapter) on joint events, indicating overlapping constituencies.
- AICPA Personal Financial Planning (PFP) Section: A membership section within the American Institute of CPAs focused on PFP practitioners. Broadly comparable as an incumbent professional body serving accountants who also provide financial planning, partially overlapping with FPA's audience.
Emerging players
- The American College of Financial Services: A nonprofit educational institution granting financial planning designations (CFP, ChFC, CLU). Comparable as an enabling organization that supplies credentials and continuing education to the same planner audience FPA serves through membership.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Financial Planning Association social profiles
Digital presenceFinancial Planning Association financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Planning Association leadership team
Management profileNumber of profiles
Profiles1 record
Financial Planning Association funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Planning Association M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Planning Association
What does Financial Planning Association do?
FPA is a 501(c)(6) non-profit professional association that provides paid membership to financial planning professionals, granting access to national conferences, continuing education partnerships, two publications (The Journal of Financial Planning and Next Generation Planner), a mentorship program, a job board, and a local chapter network for regional events. For consumers, FPA operates the PlannerSearch directory, enabling the public to locate certified financial planners in their area, including chapter-level directories such as the Los Angeles CA planner search service.
Is Financial Planning Association a public or private company?
Financial Planning Association is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Financial Planning Association founded?
Financial Planning Association was founded in 1973. It employs 1 to 10 people.
Where is Financial Planning Association based?
Financial Planning Association is headquartered in Scottsdale, United States, in the North America region.
How does Financial Planning Association make money?
One revenue line is on record: membership Dues.
Who are Financial Planning Association's main competitors?
Direct peers on record are Garrett Planning Network, XY Planning Network, Financial Services Institute (FSI), National Association of Personal Financial Advisors (NAPFA), Society of Financial Service Professionals (SFSP), CFP Board and Investments & Wealth Institute. Broad incumbents are CFA Institute and AICPA Personal Financial Planning (PFP) Section. The American College of Financial Services is listed as an emerging player.
Does Financial Planning Association have an API?
No public API is recorded for Financial Planning Association.