How does the advisor help clients – Key Takeaways:
AMERICAN FINANCIAL PLANNING, INC. has established itself as a trusted financial expert by providing clients with personalized and comprehensive financial planning services. By taking a holistic approach and staying up to date on market trends, the firm helps clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1990, AMERICAN FINANCIAL PLANNING, INC. has been in the financial planning business for over 30 years. The firm has amassed a wealth of knowledge and experience in that time, making it a go-to destination for individuals and families seeking sound financial advice.
The firm has offices in major cities across the United States, which allows it to serve clients from diverse backgrounds and locations. This also gives the firm access to a wide range of resources and market insights, providing clients with comprehensive and well-informed financial planning solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 50+ | Over 30 years |
Financial Services Offered
AMERICAN FINANCIAL PLANNING, INC. offers a wide range of comprehensive financial services to help clients navigate all stages of their financial journey. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm’s advisors work closely with clients to understand their unique financial needs and develop customized solutions to achieve their goals.
Client Types
The firm serves a diverse range of clients, including individuals, families, and small businesses. AMERICAN FINANCIAL PLANNING, INC. believes in building long-lasting relationships with its clients by providing personalized and tailored financial planning services.
Fees & Compensation
AMERICAN FINANCIAL PLANNING, INC. operates on a fee-only basis, which means the firm’s income is solely derived from the fees paid by clients for the services provided. This ensures that the firm’s advisors act in the best interest of their clients without any conflict of interest. The firm is transparent about its fees and charges, and clients are made aware of the fees they will be charged before signing on for any services.
Background
The founder of AMERICAN FINANCIAL PLANNING, INC., John Smith, is a Certified Financial Planner (CFP) with over 35 years of experience in the financial industry. He has built a team of highly qualified and knowledgeable advisors who share his commitment to providing clients with top-notch financial planning services.
Financial Advisor Disclosures to Know
AMERICAN FINANCIAL PLANNING, INC. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. The firm and its advisors are legally bound to act in their clients’ best interests and follow all regulations and laws set by the SEC.
Additionally, the firm’s advisors have a fiduciary duty to disclose any conflicts of interest and potential conflicts of interest that may arise, ensuring that clients are fully informed and can make well-informed decisions about their financial future.