Affinity Wealth LLC

RIASEC Registered

Total AUM

$218M

Discretionary

$203M

93% of AUM

Avg account

$193K

Accounts

1,129

Employees

Advisory reps

Firm details

Headquarters: Canton, Ohio
CRD number: 285169
Registered since: November 29, 2024
Website: www.tagplanning.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., THE CAPITAL GROUP SECURITIES, INC., ALTRUIST FINANCIAL LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.94%
Individuals33.53%
Pension & Profit Sharing Plans6.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Affinity Wealth LLC is an independent, Ohio-based registered investment adviser that began SEC registration in 2024. Organized as an LLC and owned by an individual, the firm serves both individual/family and institutional clients and acts as a capital allocator. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm reports an affiliation with an insurance company and is not an active ESG investor.