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Afton Advisors, LLC

Updated today

Total assets under management

$109,338,019

Total clients

177

23% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

89

Average account size

$617,729

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Comprehensive financial plan flat fee of $3,000; One-time review or AMA sessions at $900 per engagement.

Other

Fee-only: Comprehensive financial planning: $3,000 flat fee; One-meeting review or AMA sessions: $900 per engagement; Combined ongoing financial planning and investment management service: $8,000 annual fee, paid quarterly in arrears.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Afton Advisors, LLC

Brentwood TN, United States

Number of offices

3

Advisors at this firm

Rob D

CFP®, ChFC®, RICP®

Brentwood, TN

Afton Advisors, LLC

A fee-only, fiduciary firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life. Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficient retirement planning. In addition to our planning service, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the families we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies. - How much do we need to be saving? - Are we on track for the goals we've set out to accomplish? - How are we going to pay for college for our kids? - Are there things we should be thinking about that we may not even be aware of? - Should our focus be paying down debt or maximizing contributions to our retirement plans? - Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives? These are questions we help families address regularly. Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value. Let's schedule some time and let's find out if we'd make a great partnership!

General retirement planning Retirement income strategy Income planning General tax planning Gen X (Born 1965-1980)
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Andrew S

CFP®, Series 66

Portage, MI

Afton Advisors, LLC

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