NAPFA Spring National Conference 2027

May 5-9, 2027 · San Diego, CA

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

Who attends

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

What's on the agenda

• Advanced technical planning across tax, retirement distribution, estate and insurance

• Investment strategy and portfolio construction

• Practice management, hiring and succession for fee-only firms

• Regulatory developments 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. The manual data plumbing that works at five clients per advisor stops working at fifty.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on architecture that is vendor-agnostic and AI-ready.

Talk to us about your firm's data layer