Affinity Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affinity Financial Solutions, LLC provides investment advisory and planning services to individuals, families, trusts, charitable organizations and 401(k) plans. Services described in the brochure include investment management, retirement and estate planning, debt consolidation, and insurance-related advice and product placement.
The firm says it employs both fundamental and technical analysis, using third‑party research and charting software to monitor mutual funds and market cycles, and typically retains discretionary authority to make changes within fund families. A notable element of its portfolio approach is a predominant use of ProFunds sector mutual funds — including leveraged and inverse strategies — and recommendations explicitly consider clients’ overall financial profiles, including existing insurance and annuity holdings.
Affinity’s advisers are registered representatives of a broker‑dealer and hold life insurance and variable annuity licenses, and the firm may receive commissions or 12b‑1 fees in addition to percentage‑of‑assets advisory fees, a combination the brochure identifies and discloses. The firm also serves charitable entities (an uncommon client type among peers) and the principal concurrently operates a separate college‑funding business, which the brochure notes impacts how the principal allocates her time.
Client services
Expertise
Fee options
$0 - $500,000: 1.8% $500,000 - $1,000,000: 1.5% $1,000,000+: 1%
Commissions received for sales of variable annuity contracts and securities; less than 50% of primary compensation
Fee-only: Advisory fees charged as percentage of AUM; no commissions constitute primary compensation
Main office
Shelton CT
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Advanced College Funding Solutions, LLC · Affinity Financial Solutions, LLC
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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