Mission
WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.
Public Charity
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC
Based in CHICAGO, IL, NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC operates as a Public Charity. The organization reported $3.6M in revenue, $3.9M in expenses, $4.4M in total assets for fiscal year 2025.
EIN: 351629277
CHICAGO, IL
Latest filing: 2025
Total Revenue$3.6M
Total Expenses$3.9M
Total Assets$4.4M
Grant Records0
Filing Years2021–2025
Officers & Directors
DIRECTOR
Ann Garcia
DIRECTOR
Ben Jacobs
DIRECTOR
Cheryl Holland
DIRECTOR
Cheryl Sherrard
IMMEDIATE PAST CHAIR
Daphne Jordan
DIRECTOR
Feraud Calixte
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.6M | $3.9M | $4.4M |
| 2024 | $4.0M | $3.8M | $4.7M |
| 2023 | $4.2M | $4.3M | $4.5M |
| 2022 | $3.8M | $3.7M | $4.4M |
| 2021 | $2.8M | $2.7M | $4.9M |
Between 2021 and 2025, reported annual revenue grew from $2.8M to $3.6M (+30%), with total assets most recently reported at $4.4M.
Interactive year-over-year charts and full filing details available with membership.