Advice-Only™ Engagement Conformance Assessment — Beta Testing Application

Thank you for your interest in participating in beta testing of the Advice-Only™ Engagement Conformance Assessment.

The assessment is designed to evaluate whether a documented financial-planning engagement conforms to the Advice-Only™ Methodology. It does not evaluate whether a financial plan’s recommendations are correct, guarantee the quality of advice, or constitute legal, compliance, financial, or professional review.

Please complete this brief application. Submission does not guarantee selection. A member of our research team may contact you to discuss your participation.

Do not submit confidential client information through this form.

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Are you currently utilizing an advice-only financial planning model?
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