The spirit of collaboration is alive and well! At NAPFA we offer several categories of membership and affiliation - one is sure to match your experience, education and practice. Belonging to NAPFA at any level provides entrance into the nation's premier group of Fee-Only financial professionals. We are proud that the greatest benefit of joining NAPFA is the opportunity to network with like-minded professionals in a unique collaborative association. Click here to see what current members Annette Simon and Veena Kutler have to say about the benefits of belonging to NAPFA. Take a look at the specific eligibility requirements and see which category is right for you. There are three categories of membership: NAPFA-Registered Financial Advisor, Provisional Member, and Sustaining Member. In addition, Fee-Only professionals who do not meet NAPFA membership criteria but who wish to become affiliated with NAPFA may do so through three classifications of affiliation: Financial Services Affiliate, Academic Affiliate, and Student Affiliate. All members agree to follow NAPFA’s strict definition of Fee-Only. We believe when making recommendations, financial advisors should put the interests of their clients first. All members and affiliates are required to sign the NAPFA Fiduciary Oath and attest to following the oath and our standards of membership every year. Benefits for all members and affiliates include:
*** NAPFA's Consumer Referral and Media Request programs are limited to NAPFA-Registered Financial Advisors and Provisional Members. Click here for a PDF of the application for membership |
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