William C. Prewitt shares the distinction of NAPFA-Registered Financial Advisor with approximately 1,500 advisors nationwide.

There are numerous requirements associated with this designation, the principle among them being our strict adherence to a Fee-Only model. In short, we do not earn any transaction-based compensation from financial planning related activities. Furthermore, we are not affiliated with a commission-earning firm like a bank, broker-dealer, or insurance company.

As NAPFA-Registered Financial Advisors, we are bound by the NAPFA Code of Ethics having signed the NAPFA Fiduciary Oath annually. Additional prerequisite requirements include a broad-based advanced education in financial planning, three years of comprehensive planning experience, and the submission of a comprehensive financial plan for peer review. We must also be actively offering comprehensive planning services and participate in a minimum of 60 hours of approved continuing education every two years.