top of page

Fiduciary Oath



Ben-David Financial Planning is a member of the National Association of Personal Financial Advisors ("NAPFA"), whose charter is to provide consumers and institutions with comprehensive and objective financial advice on a "fee-only" basis, keeping only the best interests of the client in mind.

The NAPFA's member fiduciary oath is as follows:


The NAPFA Member shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.

The NAPFA Member, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.

bottom of page