AMERICAN FINANCIAL PLANNING, INC.

AMERICAN FINANCIAL PLANNING, INC. of ROANOKE, VA is an SEC-registered investment adviser (CRD 142588). Regulatory assets under management: $21.5M.

Registration

• CRD: 142588
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search