AFP Group, LLC

Overview

AFP Group, LLC is a small, independent registered investment adviser serving individuals and families, with a client base that also includes small businesses. The firm centers its practice on financial planning, ongoing portfolio management and client education through seminars and workshops. Compensation is flexible: advisers charge a percentage of assets under management and may also use hourly or fixed fees for specific planning engagements. Investment activity is concentrated in publicly available funds and traditional vehicles rather than serving as a capital allocator to direct private deals. The firm does not identify as an ESG-focused manager and operates as a single-state adviser under individual ownership. Services emphasize tailored relationships and hands-on management for a limited number of clients rather than institutional or broad-based advisory platforms.

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Location & Offices