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Membership


 

Join NAPFA
 
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our association provides support and education for more than 2,700 members all over the country.
  
Why join NAPFA?
By joining, you become an integral part of the nation's premier group of Fee-Only financial professionals. Network with your peers in a unique, collaborative association and enjoy a wide range of benefits and discounts. NAPFA membership also offers resources designed to help you increase your access to clients and build enduring businesses.

NAPFA offers five categories of membership and affiliation:
To apply for membership:
Your first step is to become a registered user of the NAPFA website (create an account here). Once you have a NAPFA username and password, you can log into the site and begin the member application.
 
Why do consumers seek out NAPFA members for financial leadership?
  • NAPFA members agree to follow NAPFA's strict definition of Fee-Only, promising to put the interests of their clients first.
  • NAPFA's membership standards are amongst the highest in the profession.  All members and affiliates are required to sign the NAPFA Fiduciary Oath on annual basis.
  • NAPFA members are committed to staying on top of industry trends in order to provide the best client experience.  Members are required to participate in continuing education.
Member Story: "The Important of Membership"
This video features NAPFA's former National Chair Susan John discussing why she decided to become a member of NAPFA. She discusses the importance of membership and how you can get as much as you give to the organization.
 
Questions about the application process?  Email membership@napfa.org

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