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Filing year 2023

NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC

Chicago, Illinois·EIN 35-1629277·6
Total revenue
$4M
Total assets
$4.7M
Total expenses
$3.8M
Reported officers
18
Mission

WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.

Executive compensation, broken down

Form 990 · Schedule J · 4 reported individuals · Filing year 2023

Base
$189k
Bonus
Other
Benefits
$7k
Director of Education
highest compensated employee
$127k
$141k
Director of Marketing
director (operational)
$110k
$122k
Interim CEO - Past
$27k
$30k

Teal figures restate each filed amount in 2026 dollars.

Estimated with Chicago-Naperville-Elgin, IL-IN-WI metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 14 unpaid individuals.

Down 34%
from 2022

From $294k in 2022 to $196k in 2023.

$294k
2022
$196k
2023
In today's dollarsEst.
Down 36% in real terms$337k to $217k

Estimated with Chicago-Naperville-Elgin, IL-IN-WI metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC reported revenue and expenses across 2 filing years.

RevenueExpenses
$4.2M
$4.3M
2022
$4M
$3.8M
2023
Total revenue and total expenses from IRS Form 990 filings.
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