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
- Reduced registration fees for NAPFA's acclaimed conferences - recently named number one in satisfaction among Fee-Only advisors and Cutting Edge Webinars
- 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 (e.g. CPA, CFA or Attorney) 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 the applicant is a Registered Investment Advisor, they must include disclosure of 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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