A
Advanced Financial Analysis, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,324,373
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$484,034
About
Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients, offering both ongoing asset management and standalone financial planning and consulting services. The firm operates as a solo, fee-based adviser and reported managing client assets on a non‑discretionary basis as of its most recent brochure.
The firm’s investment process is consultative: it prepares written investment policy/risk‑tolerance documentation, uses fundamental, technical and cyclical analysis in security selection, and obtains client approval before executing trades, with periodic (typically quarterly) account reviews and custodial account statements. Financial plans and recommendations are delivered after a documented review of a client’s objectives, cash flow, insurance and estate considerations.
What distinguishes this firm from many peers is the combination of a predominantly non‑discretionary asset management model and an affiliated insurance practice: the managing member is also a licensed insurance agent who, on occasion, offers insurance products and services to clients (an outside activity disclosed as a potential conflict of interest). The firm also maintains a very small client base and a solo‑practitioner structure, which shapes its service model and the degree of direct advisor involvement.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
Fixed fee for financial planning and consulting between $500 and $1,500.
$0 - $250,000: 1.35% annually $250,001 - $500,000: 1.10% annually $500,001 - $2,000,000: 0.85% annually $2,000,001+: 0.60% annually
Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Fixed fees for financial planning and consulting ranging from $500 to $1,500 depending on client needs and complexity, paid 100% in advance.
Most active in
Advanced Financial Analysis, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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.
Forms ADV
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