AFT Financial Planning

Overview

AFT Financial Planning is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm blends traditional financial planning with portfolio management for individuals and small businesses and also offers selection of other advisers and educational seminars. Its fee model is flexible, combining percentage-of-AUM arrangements with hourly and fixed-fee engagements, allowing it to serve both advisory and one-off planning needs. The firm identifies as an active ESG investor and lists itself as a capital allocator, indicating it directs client capital across both in-house strategies and third-party managers where appropriate. The emphasis is on equity-oriented allocations, and the practice appears geared toward clients who want integrated planning plus discretionary portfolio oversight rather than institutional or pension mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices