AFT Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,012,430
Clients
55
11% 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
55
HighAverage account size
$363,862
About
The firm works with individual and high-net-worth clients, offering investment management alongside both ongoing and project-based financial planning. It also provides educational seminars and speaking engagements for groups and the public in addition to one-on-one advisory services.
The firm develops individualized investment policies and target asset allocations, employing a mix of passive and active strategies and, when appropriate, engaging third‑party outside managers under a discretionary mandate. Portfolios may incorporate tax considerations and socially conscious (ESG) approaches, and accounts are reviewed periodically to align holdings with clients’ objectives and risk tolerance.
What distinguishes the firm from many peers is the regular offering of educational seminars and speaking engagements—services that are relatively uncommon among independent advisers. The firm operates as a solo practitioner whose principal maintains professional registrations and credentials (including CFP and CFA), and who allocates a substantial portion of normal business hours to advisory activities with another registered firm, a structure that may affect adviser availability and service coordination.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Ongoing Financial Planning: $350-$1,250 per quarter; Project-Based Financial Planning: $1,500-$5,000 fixed fee; Educational Seminars: $0-$500 per event
N/A - N/A: Model Portfolios: 0.35% annually N/A - N/A: Custom Portfolios: 0.50% annually N/A - N/A: Tax-Managed Portfolios: 0.75% annually N/A - N/A: Cash Management: 0.10% annually N/A - N/A: Legacy Portfolios: 1.00% annually
Project-Based Financial Planning: $300 per hour
Fee-only: Ongoing Financial Planning: $350-$1,250 per quarter (fixed fee); Project-Based Financial Planning: $1,500-$5,000 fixed fee or $300 hourly rate
Main office location
AFT Financial Planning
Tampa FL, United States
Number of offices
1
Most active in
AFT Financial Planning 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 not active or affiliated with:
-
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
Quick links
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