For over 36 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.
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.
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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The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions.
NAPFA has long been a vocal advocate for the Fee-Only financial planning profession and the public. The organization has collaborated with other organizations to advocate for legislation and industry-wide policies that would create a financial planning profession while extending the fiduciary standard of care to all practitioners offering investment advice.
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The National Association of Personal Financial Advisors (NAPFA) believes those providing financial planning services must be comprehensive in their advice, and display a high level of competence. A NAPFA financial planner will develop a short and long term plan that includes estate planning, education funding, tax planning, cash flow and debt management, retirement planning, investments and insurance.
If you're applying as a NAPFA-Registered Financial Advisor or NAPFA Associate, make sure the current version of your firm's ADV is posted on the SEC IAPD website. If you're applying as a Student Affiliate, you'll submit your proof of schooling. If you're applying as a NAPFA-Registered Financial Advisor, you'll submit a comprehensive plan, a request to do a peer review, or proof of completion of a plan through the Capstone Course.
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