John Anderson
Advisor at AFP Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AFP Group, LLC
Location
Plainfield, IN
Credentials
CFP®, Series 66
Industry experience
19 years
About
John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.
Client services
Based on AFP Group, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on AFP Group, LLC
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Fee options
Broad-Based Financial Plan: $2,000; Continuing Service Program: $3,600 over two years; Financial Planning Seminars: $500; Retirement Plan Type and Provider Selection: $750; Investment Recommendations Package: $750; Ongoing Retirement Plan Service: $2,000 per year
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$150 per hour billed in 10-minute increments
Continuing Service Program: $150 per month for 24 months or $450 quarterly for 8 quarters
Fee-only: Hourly fee of $150 per hour billed in 10-minute increments; Fixed fees for various services ranging from $500 to $3,600; Asset-based fees per tiers above.
Location
Plainfield, IN
Most active in
John A has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Anderson Financial Planning Group, LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Matthew H
Series 63, Series 65
Brownsburg, IN
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Stephen H
Series 63, Series 65
Brownsburg, IN
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Corey R
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
Dustin H
Series 65
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Richard S
CFA®, Series 63, Series 65
Indianapolis, IN
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