AFP Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, investment consultation, and ongoing portfolio supervision for individuals, trusts, estates, foundations and small to mid-sized businesses. It also offers packaged retirement-plan services for employers, including plan type and provider selection, investment recommendations for retirement plans, and individual employee counseling.
The firm operates under a fiduciary standard and begins client engagements with an introductory interview to determine scope and develop a written investment policy or financial plan; it offers both broad-based and modular planning and a continuing service program for clients seeking ongoing access. Investment advice blends fundamental and technical analysis and generally follows Modern Portfolio Theory (long-term, diversified allocations with periodic rebalancing), while retaining the option to use active strategies in limited situations; accounts may be managed on a discretionary or non-discretionary basis with regular monitoring.
A distinctive feature is its emphasis on client education and employer-facing services: the brochure describes one-hour financial-planning seminars and educational workshops (noted as sometimes provided at no cost), along with a multi-year ongoing retirement-plan service that includes semi-annual reviews and on-site or virtual employee counseling. With a small client roster and roughly $4.8 million in assets under management, the firm documents a practice focused on tailored implementation support, including attending client meetings with attorneys or accountants and scheduled follow-ups.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for services: $2,000 for Broad-Based Financial Plan, $3,600 for Continuing Service Program, $500 for Financial Planning Seminars, $750 for Retirement Plan Type and Provider Selection, $750 for Investment Recommendations, $2,000 per year for Ongoing Retirement Plan Service.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$150 per hour, billed in 10-minute increments
Continuing Service Program with a two-year contract at $3,600 total, payable as $150/month for 24 months or $450/quarter for 8 quarters.
Fee-only: Hourly fee of $150 per hour billed in 10-minute increments; Fixed fees for various services: $2,000 for Broad-Based Financial Plan, $3,600 for Continuing Service Program (24 monthly payments of $150 or 8 quarterly payments of $450), $500 for Financial Planning Seminars, $750 for Retirement Plan Type and Provider Selection Package, $750 for Investment Recommendations Package, $2,000 per year for Ongoing Retirement Plan Service.
Main office
Plainfield IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Afp Group, LLC · Anderson Financial Planning Group · Anderson Financial Planning Group, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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