AFSC Advisors, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,547,893
Clients
207
29% 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
207
Very HighAverage account size
$176,560
About
AFSC Advisors provides ongoing portfolio management and written financial planning to individuals and a range of institutional clients, including pension and profit‑sharing plans, charitable organizations, and businesses. The firm typically implements client relationships through asset‑based advisory arrangements and individualized investment policy statements.
Its investment process blends fundamental analysis of companies and industries with cyclical (business‑cycle) analysis to build portfolios aligned with clients’ objectives, time horizons, and risk tolerances. Portfolios are managed in accordance with client‑specific investment policies and may be handled on a discretionary basis under the agreed restrictions.
The firm’s principal also holds life and health insurance licenses and operates an elder/Medicaid planning practice, meaning insurance product sales and related services occupy a notable portion of advisor time and can involve commission compensation in addition to advisory fees. While the brochure states the firm has no current broker‑dealer affiliation, it discloses a prior registered‑representative role and notes the potential conflicts that insurance and brokerage activities can create alongside fiduciary advisory services.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
General estate planning guidance
Long-term care insurance
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
0.25% annually
$250.00 per hour for financial planning
Account minimum: $25,000.00
Main office location
AFSC Advisors, Inc
149 W. Broadway
Council Bluffs IA 51503, United States
Number of offices
3
Most active in
AFSC Advisors, Inc has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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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