# AMERICAN FINANCIAL PLANNING, INC.

AMERICAN FINANCIAL PLANNING, INC. of ROANOKE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 142588
- Type: SEC-registered investment adviser
- Location: 541 LUCK AVENUE SW, ROANOKE, VA, 24016
- Phone: 540-904-1670
- Latest filing: 2026-03-23
- Regulatory AUM: $21.5M
- Discretionary AUM: $21.5M
- Clients: 2
- Accounts: 165

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142588/similar
- Related entities: https://search.stillhousedata.com/firm/142588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.