National Association of Personal Financial Advisors:
The Country’s Leading Professional Association of Fee-Only Financial Advisors

Recently Released!!!
Date Published: September 2011
60 Slides

The National Association of Personal Financial Advisors was founded in 1983. It is based in in Arlington Heights, IL, has 1,107 members (1,618 including affiliates), and $230 billion assets under management. The National Association of Personal Financial Advisors is led by its Chairman Susan John and CEO Ellen Turf. Its web sites can be found at &

The National Association of Personal Financial Advisors's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Organization Phase
  • Mid-Term Dissent & Organizational Phase
  • Maturation Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits..
Its profile includes detailed outlines of its core services:
  • NAPFA Consumer Education Foundation
  • Toll-Free Number (1-800-Fee-Only)
  • Checklist & Diagnostic Tool
  • Planning Prospectus
  • Kiplinger Program
And its profile concludes with the highlights of its organizational structure & ownership.

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