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Fee-only financial advisors work only for their clients and are compensated by a previously agreed upon fee from the client. They do not accept commissions or compensation from any other source nor do they sell insurance. For this reason, fee-only planners are able to be completely objective in their evaluation and are free to recommend a course of action based solely on strategic financial considerations and cost-effectiveness for each client.
The National Association of Personal Financial Advisors (NAPFA) is the largest organization of "fee-only" planners in the country. Independent Financial Advisors is proud to be a member of this nationally respected group. By choosing a financial advisor who is a member of NAPFA, you can be assured that your planner has achieved a high level of competency and adheres to a stringent standard of ethics.
NAPFA Code of Ethics
Recognizing our fiduciary responsibility to clients and the public, NAPFA Members uphold the highest standards of care in the industry by espousing and practicing:Objectivity
Complete Disclosure
Integrity and Honesty
Competence
Confidentiality
Fairness and Suitability
Professionalism, and
Regulatory Compliance.NAPFA Fiduciary Oath
I shall act in good faith and in my client’s best interest at all times.
I shall provide written disclosure to my client of any conflicts of interest that may compromise my impartiality or independence.
I shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.
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