AUTOMATED FINANCIAL PLANNING, INC.

Overview

Automated Financial Planning, Inc. operates as a commission-based brokerage and insurance intermediary with a complementary financial planning offering. The firm is organized as a corporation under individual ownership and is classified outside the typical RIA categories; its public profile emphasizes registered representative and insurance-broker activities rather than discretionary investment management. Advisory work is focused on financial planning services rather than acting as a capital allocator or multi-state registered adviser. Investment activity appears limited to recommending and implementing packaged investment products available through its broker-dealer affiliation and insurance platforms. The firm is not identified as an active ESG investor and does not list pension consulting or related-adviser functions. Because the business model centers on commission-based transactions, the emphasis is on product distribution (mutual funds, insurance solutions and brokerage tickets) and client planning rather than in-house managed portfolios.

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