AUTOMATED FINANCIAL PLANNING, INC.

AUTOMATED FINANCIAL PLANNING, INC. of MIAMI, FL is an SEC-registered investment adviser (CRD 141869).

Registration

• CRD: 141869
• Type: Registered investment adviser
• Location: 15715 S. DIXIE HIGHWAY, SUITE 231, MIAMI, FL, 33157
• Phone: 305-251-5011
• Latest filing: 2026-03-12
• Clients: 1

Business model

Compensation: Commissions.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search