NAPFA Advisor

As members of the National Association of Personal Financial Advisors (NAPFA), we have specifically chosen to align ourselves with the fee-only fiduciary service model because we believe it is the best model for financial advisors to serve their clients. 

While the fee-only model of service may not be as lucrative as accepting kickbacks and commissions for recommending particular financial products, it does ensure that advisors avoid or disclose any potential conflicts of interest. It also imposes a fiduciary standard of care, which is significantly more stringent than the “suitability” standard required of commission-based advisors.

NAPFA takes the fee-only, fiduciary standard very seriously, requiring members to take a fiduciary oath on top of their regular legal requirement. The organization also imposes strict professional development and continuing education requirements as well as a comprehensive consumer-focused Code of Ethics.