Surveys

2006 NAPFA Membership Benchmarking Study

The 2006 NAPFA Membership Benchmarking Study addressed financial performance, key operational characteristics, as well as the trends and practices of fee-only firms.

Participation was open to all NAPFA-Registered Financial Advisors and Provisional Members—nearly 200 firms responded to the survey.

The study results are available in a report released in April 2006. The topics covered in the report include:

Major trends in the fee-only industry segment
Challenges facing fee-only advisors
Comparative financial analysis
Organizational structure, staffing & compensation
Marketing and business development
Pricing and charging methods
Practice transitions

To obtain a copy of the report, please contact NAPFA at 1-800-366-2732.
For more information about the study, please contact the Business Consulting Group at Moss Adams LLP at 1-800-243-4936 or send us an e-mail.