FINANCIAL PLANNING ASSN (FPA)

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Lobbying Income

—

Filings

Unique Clients

Active Period

2000–2018

Lobbying Income by Year

Registrant-reported income from clients on LDA filings

Year	Lobbying Income	Filings	Clients
2018	—	3	1
2017	—	5	1
2016	—	4	1
2015	—	4	1
2014	—	3	1
2012	—	4	1
2011	—	4	1
2010	—	5	1
2009	—	5	1
2008	—	4	1
2007	—	2	1
2006	—	2	1
2005	—	2	1
2004	—	1	1
2003	—	1	1
2002	—	1	1
2001	—	1	1
2000	—	4	1

Top Clients

Largest clients by registrant-reported income

Client	Reported Income	Filings	Period
FINANCIAL PLANNING ASSN (FPA)	—	55	2000–2018

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	51
SENATE	37
Securities & Exchange Commission (SEC)	31
Labor, Dept of (DOL)	6
Treasury, Dept of	6
Internal Revenue Service (IRS)	4
Federal Trade Commission (FTC)	2
White House Office	2
Education, Dept of	1

Top Issues Lobbied

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	53
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	30
Retirement	Retirement	27
Insurance	Insurance	3
Small Business	Small Business	1
Banking	Banking	1

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2017 · third_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

hr2823

Client expense: $12,500 · Firm income: —

Matched citations: hr2823

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2017 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

hr2823

Client expense: $12,500 · Firm income: —

Matched citations: hr2823

H.R. 2823115th Congress

Affordable Retirement Advice for Savers Act

2017 · first_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

hr2823

Client expense: $12,500 · Firm income: —

Matched citations: hr2823

H.R. 2823114th Congress

Protecting Youth from Solitary Confinement Act

2016 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 2823

Client expense: $15,000 · Firm income: —

Matched citations: HR 2823

Show 21 more cited filings

H.R. 5893114th Congress

No Regulation Without Representation Act of 2016

2016 · third_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HJR 88, we oppose HR 5893, we oppose

Client expense: $16,000 · Firm income: —

Matched citations: HR 5893

H.R. 3922114th Congress

Retirement Choice Protection Act of 2015

2016 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HJR 88, we oppose HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $16,000 · Firm income: —

Matched citations: HR 3922

H.R. 4293114th Congress

Affordable Retirement Advice Protection Act

2016 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HJR 88, we oppose HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $16,000 · Firm income: —

Matched citations: HR 4293

H.R. 4294114th Congress

SAVERS Act of 2015

2016 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HJR 88, we oppose HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $16,000 · Firm income: —

Matched citations: HR 4294

H.R. 1090114th Congress

Retail Investor Protection Act

2016 · first_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 1090

H.R. 3922114th Congress

Retirement Choice Protection Act of 2015

2016 · first_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 3922

H.R. 4293114th Congress

Affordable Retirement Advice Protection Act

2016 · first_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 4293

H.R. 4294114th Congress

SAVERS Act of 2015

2016 · first_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 4294

H.R. 1090114th Congress

Retail Investor Protection Act

2015 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 1090

H.R. 3922114th Congress

Retirement Choice Protection Act of 2015

2015 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 3922

H.R. 4293114th Congress

Affordable Retirement Advice Protection Act

2015 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 4293

H.R. 4294114th Congress

SAVERS Act of 2015

2015 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members. HR 3922, we oppose HR 4293, we oppose HR 4294, we oppose

Client expense: $17,500 · Firm income: —

Matched citations: HR 4294

H.R. 1090114th Congress

Retail Investor Protection Act

2015 · third_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members.

Client expense: $17,500 · Firm income: —

Matched citations: HR 1090

H.R. 1090114th Congress

Retail Investor Protection Act

2015 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR 1090, The Retail Investor Protection Act. We oppose this for our members.

Client expense: $17,500 · Firm income: —

Matched citations: HR 1090

H.R. 1627113th Congress

Investment Adviser Examination Improvement Act of 2013

2014 · third_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR1627 Dodd Frank Sections 913 and 914 Fiduciary Appropriate Regulation of Financial Planners

Client expense: $50,000 · Firm income: —

Matched citations: HR1627

H.R. 1627113th Congress

Investment Adviser Examination Improvement Act of 2013

2014 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR1627 Dodd Frank Sections 913 and 914 Fiduciary Appropriate Regulation of Financial Planners

Client expense: $50,000 · Firm income: —

Matched citations: HR1627

H.R. 1627113th Congress

Investment Adviser Examination Improvement Act of 2013

2014 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR1627 Dodd-Frank Fiduciary Standard

Client expense: — · Firm income: —

Matched citations: HR1627

H.R. 1627113th Congress

Investment Adviser Examination Improvement Act of 2013

2014 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR1627 Dodd-Frank Fiduciary Standard

Client expense: — · Firm income: —

Matched citations: HR1627

H.R. 1627113th Congress

Investment Adviser Examination Improvement Act of 2013

2014 · second_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

HR1627 Dodd-Frank Fiduciary Standard

Client expense: — · Firm income: —

Matched citations: HR1627

H.R. 4624112th Congress

Investment Adviser Oversight Act of 2012

2012 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

Dodd-Frank Wall Street reform and Consumer Protection Act- related studies (Sections 913, 914, 919) Investment Advisers Oversight Act of 2012 (HR 4624) Investment Adviser Examination Improvement Act of 2012 (HR 6204)

Client expense: $108,000 · Firm income: —

Matched citations: HR 4624

H.R. 6204112th Congress

Investment Adviser Examination Improvement Act of 2012

2012 · fourth_quarter · Client: FINANCIAL PLANNING ASSN (FPA)

Open original LDA filing ↗

Cited source text and reported amounts

Dodd-Frank Wall Street reform and Consumer Protection Act- related studies (Sections 913, 914, 919) Investment Advisers Oversight Act of 2012 (HR 4624) Investment Adviser Examination Improvement Act of 2012 (HR 6204)

Client expense: $108,000 · Firm income: —

Matched citations: HR 6204

Source: Senate LDA

FINANCIAL PLANNING ASSN (FPA) — Lobbying Disclosure | Poliscope