AFP Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,820,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$964,000
About
AFP Group, LLC provides financial planning and portfolio management to individuals, trusts, estates, foundations and small businesses, and also offers packaged retirement-plan services for employers. Services described in the brochure include comprehensive and modular financial plans, ongoing investment supervisory services (discretionary or non‑discretionary), and employee-focused offerings such as one‑hour financial planning seminars.
The firm’s investment process begins with a client interview and information gathering to produce an investment policy statement and target asset allocation; investment advice is informed by a mix of fundamental and technical analysis and typically follows a long‑term, diversified approach with periodic rebalancing. The firm also indicates it will use active management in limited situations when it believes it is appropriate, and it offers a multi‑year continuing service program for clients who want on‑demand access and regular reviews.
What distinguishes this advisor from many peers is the explicit focus on employer‑facing education and retirement‑plan packages — including no‑cost educational workshops for employee groups, investment recommendations and an ongoing three‑year retirement plan service that includes individual employee counseling. The firm operates on a small, boutique scale (approximately $5.1 million in discretionary assets under management and a very limited client roster), which the brochure presents as the context for frequent in‑person meetings and the ability to accompany clients to meetings with other professionals.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
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.
Main office location
AFP Group, LLC
Plainfield IN, United States
Number of offices
1
Most active in
AFP Group, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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 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.
Forms ADV
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