NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor membership offers resources designed to help you increase your access to clients and build enduring businesses.
Member Benefits
- : 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.
- : Create a free profile on this exclusive online showcase of registered financial advisors; your profile helps drive traffic to your website and promotes your NAPFA affiliation.
- Find An Advisor: Complete your NAPFA member profile and the information will immediately be added to this consumer search platform, where consumers enter their location and needs and are driven to members like you.
- Logos and Downloads: Use the 鈥淣APFA-Registered Financial Advisor鈥 logo to reinforce that you meet the highest standards in the financial planning profession; refresh your website and print materials with other NAPFA logos featuring the 鈥淧ower of Trust鈥 brand.
- NAPFA Press Requests: Requests from industry reporters at the most prestigious outlets are sent directly to you to be interviewed and quoted as an industry expert.
- NAPFA Advisor Magazine: Read articles about practical observations, real estate, practice profiles, tax updates and more.
- What鈥檚 New at NAPFA: Receive monthly updates and resources via NAPFA鈥檚 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.
- NAPFA Member Discount Programs: Get discounts on products and services appropriate for a Fee-Only advisor.
Applicant Requirements
- Applicant must be a Fee-Only financial advisor and subject to a third party ADV review.
- Applicant must have a Bachelor鈥檚 degree in any discipline from an accredited institution.
- Applicant must have a CFP庐 certification.
- Applicant must sign the NAPFA Fiduciary Oath.
- Once approved for membership, the applicant must earn 60 continuing education credits every two years.
- Applicant must demonstrate the ability to take a comprehensive approach to financial planning by either submitting a sample comprehensive financial plan or participating in a peer review dialogue with a third party Plan/Peer Reviewer. All submissions will be reviewed using either NAPFA's or
Annual Dues
Annual dues are $695 plus a one time non-refundable processing fee of $150 ($75 if there is at least one NAPFA member in the firm).
To add your website link to your NAPFA's 海角社区 listing, there is a one time $125 fee.
To Apply for Membership
Your first step towards becoming a NAPFA member is to become a registered user of the NAPFA website (). Once you have a NAPFA username and password, you can log into the site and . Questions about NAPFA membership or the application process? E-mail membership@napfa.org