A complete list of active advisors currently associated with Affinity Financial, LLC

Warmer can help you find a great advisor at Affinity Financial, LLC or one who fits your needs even better.

Affinity Financial is a single-advisor registered investment adviser that provides portfolio management, financial planning, and retirement plan setup and record-keeping to a small client base of businesses, non-profits and individual accounts. The firm charges asset-based advisory fees for portfolio management and offers both discretionary and non-discretionary arrangements, with a notable emphasis on non-discretionary management at present. For investment work the firm employs both fundamental and technical analysis, monitors accounts regularly, and limits the use of leverage while permitting private placement transactions at client request. Financial planning and reporting are offered alongside implementation support, and the firm integrates tax and accounting considerations into its advice. What distinguishes the firm from many peers is that its principal maintains professional backgrounds in both law and accounting and the firm actively provides retirement-plan services (plan setup, Form 5500 filings, fidelity-bond assistance and ongoing recordkeeping using third‑party actuarial software). The brochure also discloses a personnel disciplinary item on an IA Rep’s U-4 unrelated to financial services and the firm currently reports materially non-discretionary assets and a client base that includes plan sponsors, which are less common among solo independent RIAs.

To learn more about the advisors currently working at Affinity Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.