This is not your typical conference... 

The FPA Retreat attendees represent very high net-worth clients and a wealth of industry knowledge and insight. Check out who is at the conference to see why becoming a Retreat Sponsor will provide you with unique networking opportunities and valuable connections. 

Who's at the Conference? 

- 400-500 Financial Planners

- Attendee Profile: Elite, high-end financial planners looking to stay at the top of the financial planning  profession

- Types of firms Retreat attendees are employed by:

- Independent RIA: 55%

- RIA firm with Independent B/D affiliation: 15%

- Independent B/D: 14%

- Other: 16% (Bank, Law Firm, Academic)

- Attendees have over 20 years of experience in financial services

- 80% of attendees have CFP designation

- 95% of attendees own their own firm

- Average age of attendees: 53

- Average number of years as a member of FPA: 18

- Average AUM: Over $150 million