Advanced Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Financial Management provides comprehensive and ongoing financial planning, one-off financial consulting, portfolio management and retirement plan consulting to individuals (including high-net-worth clients) and business entities. The firm manages client assets through customized portfolios and model allocations and works with clients on cash flow, tax, insurance and retirement needs.
The firm’s investment process begins with an asset-allocation framework aligned to a client’s goals and risk tolerance and relies on fundamental analysis and rebalancing; portfolio management is delivered through the firm’s proprietary model portfolios and third‑party sub-advisors, with the firm retaining discretionary authority to hire, monitor and replace those sub-advisors. Clients receive periodic reviews and custodial account statements from the qualified custodian, and the firm documents client objectives and any investment restrictions before managing accounts.
What is distinctive is the firm’s combination of advisory services with affiliated accounting/tax and insurance activities, an arrangement that is relatively uncommon among peers and that the firm discloses as creating potential conflicts of interest which it says it seeks to mitigate. The firm recently added retirement plan consulting and limits its ERISA fiduciary work to Section 3(21) services, and it operates with a small advisory team managing roughly $21.6 million in client assets across about 184 client relationships while outsourcing day-to-day investment execution to sub-advisors.
Client services
Expertise
Fee options
$1,250 to $6,000 for comprehensive financial planning services
$0 - $5,000,000: 1.25% Over $5,000,000+: 1.00%
$150 per hour for financial consulting services
$300 per quarter for ongoing financial planning services
Main office
8336 Monroe Road, Suite 101
Lambertville MI 48144
Advisors at this office
1
Most active in
Michigan · Texas
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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