The National Association of Personal Financial Advisors
About The National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the premier association for fee-only fiduciary financial advisors committed to maintaining professional competence and client-focused services.
NAPFA is a fee-based membership organization with over 4,400 practitioners. Headquartered in Chicago, IL, NAPFA holds two national conferences and four regional symposia annually, bringing together members nationwide.
NAPFA offers many benefits to its members. These include access to NAPFA Engage, an online platform featuring the member directory and discussion forum, allowing members to exchange knowledge and stay updated on industry news. Complimentary subscriptions to NAPFA Advisor Magazine and What's New at NAPFA provide practical insights, real estate updates, practice profiles, tax information, and more. Members can share their expertise by responding to press requests from prestigious outlets and being quoted as industry experts. Becoming a member will add your NAPFA member profile to the organization's consumer search platform, allowing consumers to connect with suitable financial advisors. Members enjoy discounts on various conferences, products, and services.
NAPFA-Registered Financial Advisor membership eligibility requires candidates to hold a fee-only financial advisor title, bachelor's degree, and CFP® certification. Applicants must also submit specified sample documents to demonstrate financial planning ability.
If one does not meet the eligibility criteria, they can still apply as an Associate, Pathway Member, Student Affiliate, Academic Affiliate, or Retired Member. Corporate memberships are also available. Prospective members may begin the application process online.
Membership fees vary based on subscription type, ranging from $150 to $695 per year.
The National Association of Personal Financial Advisors Facts
1,000 - 10,000
$100 - $1,000