Peter Flemming
Advisor at AFS Wealth Management LLC
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.
Advisor at AFS Wealth Management LLC
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.
Location
Watkinsville, GA 30677
Credentials
Series 63, Series 65
Industry experience
1 year
Peter Flemming is a financial advisor with AFS Wealth Management LLC in Watkinsville, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining AFS Wealth Management, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, he is involved in agricultural activities through JCE FARMS LLC, which grows and sells blueberries and chicken eggs. AFS Wealth Management LLC provides portfolio management, pension consulting, and financial planning services with a focus on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select non-U.S. securities. The firm applies modern portfolio theory and a long-term trading approach, typically seeking discretionary authority to implement client portfolios.
Based on AFS Wealth Management LLC
Based on AFS Wealth Management LLC
Fixed fees between $500 and $10,000 for financial planning services
$0 - $400,000: 1.50% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Commission-based compensation earned by licensed insurance agents for selling insurance products; commissions are separate and in addition to advisory fees
Hourly fees between $100 and $300 per hour for financial planning
Fee-only: Fixed fees between $500 and $10,000; hourly fees between $100 and $300 per hour for financial planning
3651 Mars Hill Rd Suite 700
Watkinsville, GA 30677
Georgia
AFS Wealth Management LLC
2025 - Present (1 year)
Avantax Advisory Services
2024 - 2025 (1 year)
Avantax Investment Services, Inc.
2024 - 2025 (1 year)
Acuff Financial Services Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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