AFT FINANCIAL PLANNING

AFT FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 326691). Regulatory assets under management: $20.0M.

Registration

• CRD: 326691
• Type: Registered investment adviser
• Phone: 813-212-8689
• Latest filing: 2026-02-13
• Regulatory AUM: $20.0M
• Discretionary AUM: $20.0M
• Clients: 1
• Accounts: 154

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search