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. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA. The association provides support and education for over 3,800 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
FeeOnlyNetwork works for the greater good of the industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard. The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA).
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan
Utah Financial Advisor Network is a select group of independent, fee-only advisors committed to helping Utah investors get unbiased, expert advice. Advisors must meet strict membership requirements including:
- Hold the CFP® designation
- Fee-only status
- Commitment to act as a fiduciary at all times
- No insurance or broker-dealer affiliation (to minimize conflicts of interest)
- Deliver holistic advice (not just investment management)