AMERICAN FINANCIAL PLANNING, INC.

Overview

American Financial Planning, Inc. is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families with comprehensive financial planning and portfolio management, and it also delivers services to small businesses and institutions, including pension consulting. Its fee model is flexible — charging a percentage of assets under management as well as offering hourly and fixed-fee engagements — which lets it tailor billing to client needs. Investment strategy is equity‑centric: the firm favors exchange‑traded equities and ETFs for core portfolio exposures and uses separately managed account structures for customized equity implementation. It does not position itself as a capital allocator to third‑party private fund managers, but it does incorporate third‑party exposures where appropriate (notably commodities). Environmental, social and governance investing is not a stated emphasis, and the adviser does not present itself as a multi‑state RIA.

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Public Holdings

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Location & Offices