Find a Fee-Only, Fiduciary Financial Planner Now.

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Why NAPFA?

For nearly 40 years, NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict Fee-Only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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Comprehensive

Comprehensive financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future.

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Competent

NAPFA affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

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Client Centered

 Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

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NAPFA News & Insights

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NAPFA Announces 2023 Award Recipients

Each year, NAPFA recognizes the achievements of members and public figures who have made extraordinary contributions to the association, profession, and the practice of financial planning.

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Attend the NAPFA Spring 2023 National Conference

NAPFA is thrilled to host the Spring 2023 National Conference from May 10 - 13, 2023. The Conference will take place at the Marriott Marquis San Diego Marina in San Diego, CA.

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Participate in the NAPFA DEI Training & Certificate Program

 The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion.

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Register for the NAPFA Playbook Series

Join fellow NAPFA members for a free webinar series focused on imporoving the client experience and attracting ideal clients.

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Download the DEI Toolkit

Since the DEI Initiative was launched in 2018, NAPFA has worked to strengthen relationships between financial planning professionals and the diverse populations they serve. 

Use the DEI Toolkit to help you start the DEI dialogue and strengthen your firm’s DEI strategies. 


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Access a New Educational Partnership Available to Members

NAPFA has partnered with ENLITE, a unique organization that bridges the gap between financial planning, leadership, and mental health. Content is created and delivered by Dr. Sonya Lutter, a CERTIFIED FINANCIAL PLANNER™ professional and Licensed Marriage and Family Therapist.

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We are proud of the community we have created. Hear from voices within our community!

With more than 4,400 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success.

Joining NAPFA was one of the best decisions I made as a financial planner as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial planning. Being surrounded by so many great planners who uphold the fiduciary standard is a breath of fresh air in the financial services industry and I would encourage anyone who is considering membership to jump in whole-heartedly.

Franko Gay, CFP®, EA  — Tobias Financial Advisors

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much. 

Feraud Calixte, J.D., CFP®  — Vantage Pointe Planning

 NAPFA has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

Clarissa R. Hobson, CFP®  — Transform Wealth
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NAPFA Education

NAPFA Learning Center

  • Partner with NAPFA

    NAPFA is available to help you expand your reach to its members and financial advisors within the profession through sponsorship, advertising, and more.

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  • Register for an Upcoming Webinar

    NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business.

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  • Attend the NAPFA Spring 2023 National Conference

     Enjoy in-person learning and the opportunity to connect with the NAPFA community. NAPFA is celebrating its 40th anniversary in 2023. We hope you will join us as we celebrate in San Diego!

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NAPFA Learning Center