NAPFA Fall National Conference 2026

October 14-17, 2026 · Atlanta, GA

NAPFA's national conferences are the flagship gatherings for the fee-only, fiduciary side of the profession. Membership requires no commissions and a fiduciary oath, which gives the programming a consistency other conferences cannot match: no product pitches from the main stage, and a technical depth that assumes the audience already knows the basics.

Who attends

NAPFA-registered financial advisors and their firms — largely independent RIAs from solo practices to established multi-advisor shops — plus associate members, students entering the profession, and vetted vendors serving the fee-only channel.

What's on the agenda

Advanced technical planning — tax, retirement distribution, estate and insurance
Investment strategy and portfolio construction
Practice management, hiring and succession for fee-only firms
Regulatory and fiduciary standards
Technology for lean, planning-led practices

Why the operations track keeps growing

Fee-only firms compete on advice rather than product, which puts unusual pressure on the operating model: every hour spent reconciling data between the custodian, the CRM and the planning software is an hour not spent on client work, and there is no distribution revenue to cover the cost. As these firms grow past a handful of advisors, the manual data plumbing that worked at five clients per advisor stops working at fifty.

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