Advanced Financial Analysis, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients, offering both ongoing asset management and standalone financial planning and consulting services. The firm operates as a solo, fee-based adviser and reported managing client assets on a non‑discretionary basis as of its most recent brochure.
The firm’s investment process is consultative: it prepares written investment policy/risk‑tolerance documentation, uses fundamental, technical and cyclical analysis in security selection, and obtains client approval before executing trades, with periodic (typically quarterly) account reviews and custodial account statements. Financial plans and recommendations are delivered after a documented review of a client’s objectives, cash flow, insurance and estate considerations.
What distinguishes this firm from many peers is the combination of a predominantly non‑discretionary asset management model and an affiliated insurance practice: the managing member is also a licensed insurance agent who, on occasion, offers insurance products and services to clients (an outside activity disclosed as a potential conflict of interest). The firm also maintains a very small client base and a solo‑practitioner structure, which shapes its service model and the degree of direct advisor involvement.
Client services
Expertise
Fee options
Fixed fee for financial planning and consulting between $500 and $1,500.
$0 - $250,000: 1.35% annually $250,001 - $500,000: 1.10% annually $500,001 - $2,000,000: 0.85% annually $2,000,001+: 0.60% annually
Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Fixed fees for financial planning and consulting ranging from $500 to $1,500 depending on client needs and complexity, paid 100% in advance.
Main office
Fleming Island FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)