AFS Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$115,530,140
Clients
166
Advisors
2
of 2 employees
About
AFS Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates and small businesses, providing discretionary portfolio management and related financial planning services. The firm also offers tax and non‑securities financial planning through its affiliated AFS Tax Management and sells life, annuity and other insurance products through AFS Insurance Management.
AFS constructs individualized portfolios after assessing a client’s objectives, time horizon and risk tolerance, then generally manages those accounts on a discretionary basis using a mix of asset allocation, fundamental, quantitative and technical analysis. Clients may impose written investment restrictions, and AFS bills asset‑based management fees while custodians provide quarterly account statements as the official record.
What is noteworthy is the firm’s vertical integration: it maintains an affiliated tax practice and a separate affiliated insurance business, and its advisory professionals may receive commission‑based compensation for insurance product sales, a feature the brochure identifies as a potential conflict of interest. The firm also uses a management company to provide administrative services to its affiliates and recently transitioned to SEC registration while adding Altruist as a custodian.
Client services
Expertise
Fee options
$0 - $500,000: 1.55% $500,001 - $1,000,000: 1.35% Above $1,000,000+: 1.15%
Account minimum: $250,000
Main office
22029 Farmington Rd
Farmington Hills MI 48336
Advisors at this office
2
Most active in
Michigan
Also doing business as
Advanced Financial Solutions · Afs Financial Group · Afs Wealth Management, 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.
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.
Quick links
Advisors at this firm
Phillip P
PFS™, Series 63
Farmington Hills, MI
AFS Wealth Management, LLC
Phillip Putney is a financial advisor with AFS Wealth Management, LLC, holding the PFS™ designation and Series 63 license, with 16 years of industry experience. He previously worked at Brookstone Capital Management LLC for two years before joining AFS Wealth Management in 2017. Outside of his advisory role, he owns and operates several non-investment businesses, including a certified public accounting firm and tax planning services. AFS Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, providing discretionary portfolio management and financial planning. The firm integrates investment advisory services with affiliated tax and insurance businesses, constructing individualized portfolios using a combination of asset allocation and various analytical approaches.
Brandon K
Series 65
Farmington Hills, MI
AFS Wealth Management, LLC
Brandon Klemm is a financial advisor at AFS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked with AFS Wealth Management since 2020. Prior to that, he was employed at Power Home Remodeling Group for one year. AFS Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary portfolio management and financial planning services. The firm integrates asset allocation, fundamental, quantitative, and technical analysis to create individualized portfolios, while also offering affiliated tax and insurance services.
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