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AMERICAN FINANCIAL PLANNING, INC.

CRD 142588

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541 LUCK AVENUE SW, SUITE 304, ROANOKE, VA, 24016, United States

Phone

540-904-1670

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$21.5M

Discretionary AUM

$21.5M

Team

2 total employees; 2 advisory reps; 81 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETAINERS

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals81$21.5M

All web addresses on file

Official SEC filing: View on IAPD