American Financial Planning, Inc.

Overview

American Financial Planning, Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides comprehensive financial planning and portfolio management across retail and small-business clients, and it lists pension consulting services among its advisory offerings. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports a preference for public equities, particularly exchange-traded instruments, as a core building block of client portfolios. It does not identify as an active ESG investor and is not indicated as a multi-state adviser in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices