Benefits available to Financial Services Affiliates
- Discounts on products and services appropriate for a Fee-Only advisor
- A subscription to the NAPFA Advisor and Newslink
- Use of the Fee-Only logo to show you're an advisor who doesn't accept commissions
- Access to the web-based NAPFA Community, including our popular Discussion Forum where you can post questions, receive answers and stay on top of the issues facing fellow professionals
- Support via the web-based NAPFA Library Room with hundreds of articles, templates and forms
- Discounts on registration fees for NAPFA's acclaimed conferences - recently named number one in satisfaction among Fee-Only advisors
- Educational sessions via teleconferences and webinars
- The Online Membership Directory makes it easy to contact other members from around the country
- The opportunity to network with like-minded professionals
Eligibility Standards for Financial Services Affiliates
To be eligible for Financial Services Affiliate status, an individual must be a Fee-Only professional in a financial services or related industry who is not otherwise eligible for any category of NAPFA membership. A Financial Services Affiliate must agree to be bound by the NAPFA Code of Ethics, Fiduciary Oath and Standards of Membership and Affiliation. If appropriate, application for Financial Services Affiliate status must include disclosure of the applicant's Form ADV on file with the Securities and Exchange Commission and/or state regulatory authorities.
A Financial Services Affiliate must spend at least 50% of his or her professional time devoted to working with retail customers. Further, they must agree that they will not imply NAPFA membership in any manner.
Dues: $350
One time processing fee: $100 (waived if there is already at least one NAPFA member with the firm)
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