Benefits available to Sustaining Members
- 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 don'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
- Continuing Education opportunities 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 Sustaining Members
This membership category is only open to existing NAPFA-Registered Financial Advisors. It is geared towards those who no longer play an active role in the delivery of comprehensive financial planning services to clients. In some cases the member may be transitioning to retirement, in others, the member’s practice may have become specialized and no longer focused on comprehensive planning.
Sustaining Members do not have a continuing education requirement and no longer participate in the Consumer Referral or Media Request programs. Sustaining Members must have been a Member in good standing for at least five years, with a minimum of three years as a Provisional Member or a NAPFA-Registered Financial Advisor.
Annual dues: $150
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