Affinity Wealth LLC

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Client assets under management

$203,342,709

Clients

307

29% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

154

Very High

Average account size

$662,354

About

Affinity Wealth LLC advises individuals — including high-net-worth and non‑HNW clients — business owners, executives, and sponsor-level retirement plans. The firm provides investment management, ongoing retirement plan consulting, and a Total Wealth Management service that integrates tax, estate, insurance and other professional relationships on an ongoing retainer basis.

The firm’s process centers on comprehensive financial planning using eMoney to produce detailed plans and concise personalized recommendation summaries, then placing clients into managed asset allocation model portfolios. Investment management emphasizes prudent asset allocation, long-term buy‑and‑hold strategies, quarterly performance and cost research across a broad investment universe, systematic rebalancing, and discretionary authority over client accounts.

Affinity Wealth is affiliated with an independent insurance agency and discloses that its supervised persons are licensed to sell insurance and mortgage products, creating potential conflicts when commissionable insurance is recommended. The firm also offers an atypical mix of services for a small advisory team — including outsourced CFO and business advisory retainers, direct engagement and compensation of outside specialists, and both individual and institutional retirement-plan work — which shapes how it coordinates advice for complex client situations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning Social Security optimization Medicare planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Fixed

Total Wealth Management monthly retainer beginning at $300 per month, adjusted based on complexity and services selected

Percentage

$0 - $499,999: 1.50% $500,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $7,999,999: 0.70% $8,000,000+: 0.60%

Other

Account minimum: No stated minimum to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively Minimum fee: Pension Consulting minimum annualized fee of $1,800

Main office location

Affinity Wealth LLC

4481 Munson St Nw, Suite 302

Canton OH 44718, United States

Number of offices

Most active in

Florida · Ohio · Tennessee

Disclosures

Business activities & affiliations

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (330) 526-8412

Advisors at this firm

Scott L

Series 63

Canton, OH

Affinity Wealth LLC

Scott Lowe is a financial advisor with Affinity Wealth LLC in Canton, OH, holding a Series 63 license and 15 years of industry experience. He has worked at Affinity Wealth Management Ltd since 2016 and at Integrated Wealth Management, Inc. from 2014 to 2016. Outside of his advisory work, Lowe has been involved in insurance sales through The Affinity Group since 2009. Affinity Wealth LLC advises individuals, business owners, executives, and sponsor-level retirement plans, offering investment management and comprehensive wealth management services. The firm focuses on detailed financial planning, managed asset allocation model portfolios, and integrates tax, estate, insurance, and other professional relationships on an ongoing retainer basis.

General retirement planning Income planning Social Security optimization Medicare planning Founder/Business Owner Executive Approaching retirement

Brandon C

Series 66

Canton, OH

Affinity Wealth LLC

Brandon Clemens is a financial advisor at Affinity Wealth LLC in Canton, OH, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and PNC Financial Services Group. Outside of his advisory role, Clemens is the managing member of RCM Capital Ventures LLC, where he is involved in locating, wholesaling, and rehabbing investment real estate. Affinity Wealth LLC serves individuals, business owners, executives, and sponsor-level retirement plans, offering investment management, retirement plan consulting, and comprehensive wealth management services that integrate tax, estate, and insurance planning. The firm emphasizes comprehensive financial planning and prudent asset allocation using managed model portfolios and systematic rebalancing.

General retirement planning Income planning Social Security optimization Medicare planning Founder/Business Owner Executive Approaching retirement

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