Who is NAPFA

Who Is NAPFA?

Truly Comprehensive, Strictly Fee-Only!

The National Association of Personal Financial Advisors (NAPFA) is the largest professional organization of Fee-Only comprehensive financial advisors in the United States. With more than 1,500 members and affiliates nationwide, NAPFA members provide consumers and institutions with objective comprehensive financial advice on a Fee-Only basis.

NAPFA maintains that always serving the best interests of the client is paramount and that this can only be accomplished if neither the advisor nor any related party receives any compensation that is contingent on the purchase or sale of a financial product. NAPFA-Registered Financial Advisors are true fiduciaries, and their role in the lives of those they serve is clearly defined by their NAPFA Core Values.

  • Competency: Requiring the highest standards of proficiency in the industry.
  • Comprehensive: Practicing a holistic approach to financial planning
  • Compensation: Using a Fee-Only model that facilitates objective advice.
  • Client-Centered: Committing to a fiduciary relationship that ensures the client's interest is always paramount
  • Complete Disclosure: Providing an explanation of all fees and any potential conflict of interest
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