National Association of Personal Financial Advisors

NAPFA and FIN Compliance have entered a Member Product & Service Discount relationship to provide the following to NAPFA members.

  • RIA Consults (consulting services): Discounts of all consulting packages (Tier 1, 2, and 3). 
  • RIA Review (software services): Discounts off all paid software subscriptions (Premium/Premium Plus versions only).

  • *New Customers Only. Not to be combined with any other offers, discounts, or packages. NAPFA members must present proof of active membership and/or access the NAPFA-member vendor database for discount codes.

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About FIN Compliance


FIN Compliance (FinCompliance.io) is a consortium of compliance services including: RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance-management software tool (Early Stage--SaaS), and more. Since 2011, we've worked with more than 170 firms around the U.S. and in 3 other countries. Compliance Management tools for financial services community at: https://FINcompliance.io

About NAPFA

National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers at: https://www.napfa.org/