Retired Member

The Retired Member category is open to existing NAPFA-Registered Financial Advisors who no longer play an active role in comprehensive financial planning services to clients but would like to maintain their professional relationships and camaraderie within the NAPFA community.

Member Benefits

  • NAPFA Engage: Network with other members using the member directory; use the discussion forum to post questions, receive answers and stay on top of the issues facing Fee-Only professionals.
  • NAPFA Advisor Magazine: Read articles about practical observations, real estate, practice profiles, tax updates and more.
  • What’s New at NAPFA: Receive monthly updates and resources via NAPFA’s e-newsletter.
  • NAPFA Events: Register at a reduced rate for in-person conferences to network with NAPFA members and to learn about hot topics impacting the Fee-Only world.

Applicant Requirements

Applicant must have been in good standing for at least five years, with a minimum of five years as a NAPFA Associate or a NAPFA-Registered Financial Advisor, and no longer have an active ADV.

Applicant must agree to be bound by the NAPFA Code of Ethics, Fiduciary Oath and Standards of Membership and Affiliation.

Note: Retired Members do not have a continuing education requirement and no longer participate in the (Find An Advisor) Consumer Referral or Media Request programs.

Annual Dues

Annual dues are $200.

To Apply for Membership

Please contact the NAPFA membership Team to change your membership category to Retired Member.

Become a Member

Register today to join the NAPFA community of personal financial advisors.